Investment Process & Investment Criteria

Are you looking to kick off your start-up? Are you a small business that needs a little extra help getting off the ground? Check out the criteria below on how to become a member of our dedicated, passionate community.

Are You Ready For More?

If you're ready to launch your business, we've got you covered. Our Angel Investors are dedicated and passionate about helping entrepreneurs succeed. We have an incredible community f Angel Investors from different industries, backgrounds, and ethnicities who can give more than just monetary help to those ready to grow their business.

Start your journey today!

Investment Process

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

Screening

Screening is a 15-minute presentation and Q&A.


Companies with interest from 7 or more Angels will be invited to Discovery.

Discovery

Discovery occurs within two weeks of screening and includes a two-hour meeting for an in-depth discussion on key issues affecting the future success of the business.


With sufficient interest from Angels, companies are invited to Due Diligence.

Due Diligence

Due Diligence occurs within two weeks of Discovery and can include verification of statements in the business plan and financial projections, calls with customers and vendors, and discussion of valuation to ensure both parties are within working distance.


An active role on the founder’s part to facilitate this process will expedite a final investment decision.

Negotiation

Term Sheet Negotiation occurs once Due Diligence is complete.


Interested Angel investors will either present a term sheet that defines the structure of a proposed investment or respond to the term sheet already provided by the lead investor in a given round.

1. Management Team

We look for teams that are passionate, driven, and coachable. Teams must be ready to work with advisors and/or a Board of Directors.

2. Target Customer

Your market segment is identified, and it is proven there is a demonstrable and significant demand for the proposed solution.

3. Market Size

The projected spending in the product category is large and growing.



4. Competition

Your potential competitors are identified, and there is an understanding of the company’s differentiation points. True barriers to entry can help the company to maintain a competitive advantage.

5. Technology

You have proven the concept behind the product or technology. This should be confirmed with data or by objective experts. A comprehensive business plan has been developed to commercialize the technology.

6. Protected IP

Your intellectual property is protected and an exhaustive search has been performed to ensure no patents or trademarks held by others are infringed upon.

7. Sales Strategy

You have a plan to achieve widespread market penetration for the products and services. Determine if an internal direct sales team will be created or if external channel partners will be used.

8. Profit Potential

You can demonstrate how high gross margins and consistent cash flow growth will be achieved.

9. Capital Needs

You have identified use of funds raised and how they will incrementally grow the business. You know how much capital will be needed to breakeven.

10. Financials

You have developed reasonable financial projections - including an income statement, cash flow and balance sheet and supporting spreadsheets - based on logical and realistic assumptions.

11. Exit Strategy

You have a clear exit strategy that will enable Angel investors to generate a return of at least ten times their initial investment.

12. Business Plan

You have developed a comprehensive business plan that articulates the key assumptions and strategies for how the venture will grow.

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

Whether you have achieved success or are just starting out on your journey, we are here to help you do more!


Apply for funding or ask to become a member of our active, engaged Angel Investor community!

Copyright© 2022 Flynn Financial. All Rights Reserved