Investment Profile
A general profile of the fund’s investment is: - Geographical Preference: U.S. based private companies, located primarily in the eastern portion of the country.
- Industry Selection: Basic industries and non-revolutionary technologies.
- Investment Size: $2.5 to $7.5 million.
- Investor Role: Provide board governance, strategic decision support and financial expertise.
- Active Participation: Active board involvement in strategic development of each investment.
Investment Criteria
Envest's investments process is both efficient and thorough in a collaboration with the potential investment's management teams. Generally, a prospective portfolio company must have the following characteristics: - Management team with the integrity, skills, experience and commitment to execute the business plan successfully.
- Well defined market opportunity with the appropriate growth potential.
- Competitive positioning to better meet customer needs and sustain its advantage.
- Financial projections that are realistic and meet the objectives of both senior management and investors.
- Business plan supported by sourced market information.
- Realistic exit options are available within a 3-7 year period.
- Management and Envest are able to work in aligned partnership and be responsive to each other's requirements.
Envest actively screens investment opportunities that potentially meet the Fund's investment strategy and criteria. Once identified, a formal due diligence process will be followed to fully evaluate the venture's prospects.
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