Approach

6 Steps to a Successful Investment

Our Approach

Advance preparation for Syndication and Diligence

Given the large nature of our syndication, the diverse appetite of our investors, and the varied locations they reside in, the quickest path to an investment decision can be achieve through the application of thorough, early-diligence.
Tap or click on each of the images below to read more about each phase.

Step 1: Evaluation

Evaluation

This is the first phase of our process.  Upon submission of your pitchdeck, our investors will perform an initial evaluation of your opportunity.  This may lead to either an invitation to complete a full submission, some feedback about areas of improvement necessary before an invitation is extended, or a decline to invite.

Step 2: Initial Diligence

Early Diligence

Given a favorable review of your pitch deck, you will be asked to submit a more information via our secure portal which will allow us to determine next steps.  Likely this will involve some additional questions, and if we are moving the deal forward, the creation of a 5-10 minute interview video which will be used to help syndicate your investment ask.

Step 3: Syndication

Syndication

At this point our group of investors will collectively review your ask and there will be an attempt to identify interested parties that wish to take part in your investment ask.  Your opportunity will be reviewed and vetted by any interested family fund with the hopes of setting up additional meetings or discussions.

Step 4: In-depth Diligence

In-depth Diligence

This is the final step before the discussion of investment terms are negotiated. In this phase you and your team may be invited for face-to-face meetings (or remote, depending on geographical location). These meetings will allow investors to fully vet your opportunity, get to meet the team, and answer any questions they might have.  This phase make take one or more meetings/correspondence to complete.

Step 5: Negotiation

Negotiation

Congratulations, investors are interested.  Now you get the chance to discuss your terms and negotiate with investors as to how and how much they will invest in your opportunity.

Final Step: Investment

Investment

At this point,  all of the paperwork, meetings, and negotiation should be complete. The lawyers should now be wrapping up all legal documents and a schedule for the investment should be made available.  Now it’s up to you to make that capital grow!

Disclaimer: Submission is not a guarantee of approval or obligation. Submission is voluntary and implies no relationship nor implies current or future business arrangements. Submission does not entitle the Submitter to any rights, warranties, use of marks, or marketing rights as a result of this submission. Should Cambridge Investment Partners decide to enter into any agreement with the Submitter, legal instruments will follow. Submission of this information, in no way or form, indicates ANY legal agreement or arrangement. Submitter holds Cambridge Investment Partners and its partners harmless of an legal or financial obligation, cost, or risk. Any information shared is completely voluntary on the part of the Submitter.

Scroll to top