Screening

Upon receipt of your Application and accompanying fee, our industry-leading team of experienced professionals applies a sophisticated 20-criteria screening process toward preparing companies for the process of seeking capital.  We apply our proprietary Summary Business Plan Scoring representing a set of 20 common investment criteria to judge whether the client business plan effectively communicates the business message.  The score the plan receives from reviewers will determine whether the business is ready to be placed before prospective investors or lenders and is qualified to present at our Pitch Day event.  An overall pattern will emerge that will tell what areas need to be strengthened or whether the plan overall passes muster.