| INVESTMENT
CRITERIA
Blue Rock Capital is looking to fund companies with the following characteristics:
A strong management team...
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Integrity
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Results and action oriented
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Complementary skills
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Applicable experience
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Effective communicators
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Attractive markets...
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U.S. and/or international segments of significant size
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Strong growth dynamics
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Reasonable competitive structure
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A compelling business model...
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Proprietary technology, products or services
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Specialized distribution
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Demonstrable customer value
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Able to create value through...
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Partnering and collaboration
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Milestone-based funding
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Multiple exit opportunities
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BUSINESS PLANS
Every company should develop and use a succinct written business plan
to guide its operations. The plan should describe:
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Brief company history including funding history
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Description of product or service
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Specific market opportunity and target customers
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Business model including distribution strategy
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Benefits and competitive advantage of offering
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Competitive analysis
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Marketing and selling strategy
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Experience of management team
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Funding requirements and valuation expectations
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Financial history and 3-year projections
To expedite the initial review process, Blue Rock urges companies to provide
an Executive Summary before sending a complete business plan. E-mail
is preferred.
We try to review business plan summaries within a week of their receipt.
The complete due diligence process involves several meetings with management,
professional and customer (if applicable) references, financial and market
analysis and term sheet discussions. As a small, non-bureaucratic
fund, this process is streamlined and can take as little as a couple of
weeks. More typically, the process of getting to know each other
takes about two months. |
