Investment Process & Investment Criteria

The investment process refers to the stages involved in making an investment. It involves evaluating potential IT Services investment opportunities, conducting due diligence, making a decision about whether or not to invest, and then implementing the investment. We are focused on the Angel stage of investing.

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Investment Process

It's simple, effective, and helps you take your business to the next level!

Screening

Screening is a common step in the investment process that involves evaluating potential investments based on certain criteria to identify those that may be suitable for further consideration. This can involve reviewing financial statements, market conditions, and other relevant information about potential investments to assess their risk, return potential, and other factors.

Discovery

Discovery is a term that is often used in the context of the investment process to refer to the process of identifying and evaluating potential investment opportunities. This can involve researching different investment options, analyzing market conditions, and gathering information about the financial performance and stability of potential investments.

Due Diligence

Due diligence is a critical step in the investment process that involves thoroughly evaluating a potential investment to assess its risks and potential returns. This process can help investors make more informed decisions about whether or not to invest in a particular opportunity.

Negotiation

The negotiation process is an important step in the investment process, as it helps ensure that all parties involved are clear about the terms and expectations of the investment. It can also help investors protect their interests and ensure that the investment aligns with their goals and risk tolerance.

1. Management Team

Do you have a management team to scale your business ?

2. Target Customer

Do you know your who your Real end customer is ?

3. Market Size

What is the total market size for your IT Services Business in your region ?

4. Competition

Where do you sit on the field of competition? What sets you apart from the competition.

5. Technology

Is this the latest and greatest ? Are you up with the trends ?

6. Protected IP

Do you have an IP that makes you stick out from the rest ?

7. Sales Strategy

Do you have a complete sales strategy, to keep on growing your business, year on year for the next 3 years ?

8. Profit Potential

Is your business a Cash making machine yet ? Or have you been personally been investing in your business over the past few years.

9. Capital Needs

In order to scale do you have enough funds in your business to grow year on year?

10. Financials

What do they look like for the past 3 years ?

11. Exit Strategy

How do you realise the equity that you have built up in your business, and how do you release it.

12. Business Plan

Do you have a vision for your staff and clients to believe in your business long term?

We all have different paths to success, some have achieved it and some have just taken the first step.

It's important to recognise that everyone's journey is different and that there is no one right way to achieve success. It's also important to be patient and persistent, as success often takes time and requires hard work and dedication. As Mentors we have all been through this before ourselves in our own IT Services Business.

Ultimately, the key to success is to set clear goals, work hard towards them, and stay focused and motivated, even when things get tough. It's also important to seek out support and resources that can help you achieve your goals, and to be open to learning and growing along the way.