Step 1

Pre-Screening

Step 2

Screening Committee

Post Screening

Step 3

The Invitation & preparation for the presentation to the InvestIN Forum

Step 4

Present to The InvestIN Forum

Post Forum

Step 5

Due Diligence and Investment Decisions

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STEP 1

Pre-Screening

Briefly review overall deal (Corporate Profile & PowerPoint Presentation).  If your company fits our criteria we will call you and briefly obtain classifications where necessary, make some recommendations and comments on the overall presentation. 

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STEP 2

Screening

We invite pre-screened companies to meet with us and present a 15 minute presentation to our Screening Committee, including Q&A.  At this point, your sole objective is to be chosen to advance to the next phase.

During your presentation to the screening committee a group of experienced/seasoned angels join the InvestIN Forum management to listen to your presentation and ask questions.

After your presentation we undertake Mindshare, where we talk amongst ourselves – this provides the basis of feedback.

Post Screening

All screening presenters are provided with brief useful Feedback, regardless of whether or not they are invited to participate in the next stage and present to the InvestIN Forum.

Constructive recommendations are provided from the presentation Mindshare to those not selected to present in the InvestIN Forum or for those that we ask to achieve milestones and return to present later.

Invitation to the InvestIN Forum

For companies invited to go to the next stage, including being invited to present to the next InvestIN Forum, we email the company a service agreement which needs to be signed and returned.

Then:

• Each presentation is reviewed in detail and comments are made on form and content, in particular we look at:

• Each presenter is given coaching advice on their presentation skills
• Companies are given advice on filling in the missing gaps
• Entrepreneurs are counseled about issues which are likely to be raised – we help prepare the entrepreneur e.g. exec salaries, working capital issues
• We spend time getting to know your company in order to facilitate Mindshare at the Forum
• We provide you with our recommendations on preparing for due diligence

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Step 4

The InvestIN Forum

The InvestIN Forum provides a structured environment to present your company to an average of 20 accredited investors that are looking for investment opportunities. Three to four companies are invited to present to the Forum angel members.

• Each company presentation will last approximately 20 minutes, including Q&A.
• We will video your presentation for inclusion in the InvestIN Virtual Forum for non-Dallas residents.
  
• After your presentation the InvestIN Forum members and management discuss your deal in mind share and gather feedback whilst you wait outside.
• Then we provide the feedback to you...the good, the bad and the ugly.
  
• Informal personal meetings with members may take place (post-presentation)
• We will discuss with you our syndication opportunities
• We will inform you about any red flags and issues that need answering quickly.

Post Forum

We provide:

• The company CEO with a list of interested parties with email addresses and private phone numbers by the end of the day you present.
• Your deal to those members who are traveling or otherwise unable to make the meeting.
• Access to your deal for the InvestIN Virtual Forum members, by posting your deal in our InvestIN Virtual Forum.
• Appropriate deals to our syndicate partners in other areas of the country. 
• Recommendations on how to be most effective in bringing your deal into a successful closing.
• Advice regarding due diligence and important follow up.
• Interested parties work together on due diligence to avoid duplication and waste of everyone's time.

• Due diligence is undertaken by InvestIN Forum members
• Interaction between interested potential angel investors and you is now direct
• the InvestIN Forum members undertake due diligence together, thus saving everyone considerable time.  We also try to get our syndicate partners involved at the same time.