How We Evaluate
What we're looking for
This is the bridge between a first conversation and a financing. It tells entrepreneurs, referral partners and our own team what makes a conversation interesting — without turning the top of the funnel into a scorecard.
| Capital / Growth Moment | Examples of signals |
|---|---|
| Growth | Major contracts, increasing demand, new markets, new facilities, capacity expansion |
| Customers | Recurring customers, enterprise relationships, contracted revenue, repeat purchases |
| Operations | Established workforce, operating history, expansion plans, technology investment |
| Capital | Equipment, working capital, expansion financing, strategic growth initiatives |
A signal is not a financing decision. It is a reason to start a conversation.
Capital should follow evidence
We are not looking for companies simply because they say they are raising. We are looking for evidence that a business is changing and that capital could unlock a meaningful next stage.
From first conversation to closing
- 01
Conversation
Understand the company and the opportunity.
- 02
Evidence
Review accounts, contracts, customers and operating history.
- 03
Market Assessment
Evaluate demonstrable demand and competitive position.
- 04
Structuring
Determine whether the Leading Edge Note may be appropriate.
- 05
Diligence
Verify claims, milestones and the evidence behind the opportunity.
- 06
Closing
Complete the required transaction mechanics and move the financing forward.