Our Loan Programs

Integrity Financial is not an investment fund or an investment bank, we are a transaction based firm committed to understanding our Client’s business vision and assisting them with providing the strategic oversight and guidance to fulfill the criteria an investor/institution requires for a successful investment. The experienced staff at Integrity Financial will assist your management team to provide a framework and the resources and oversight necessary in today’s market environment.

The following are guidelines to our targeted investment criteria:

Basic Criteria:

Experienced Management and/or Advisory team with 1 to 5 years operating history with sales revenue and a market potential that would excite potential investors.
Products/Technology or Intellectual Property, which provides a competitive advantage in the target market.
Opportunities for adding value, including synergistic M&A opportunities; exit strategy and timetable for achieving liquidity are well defined.

Exceptions are made when:

The product is unique and entirely new to the market and the market opportunity is large and under-served or the product has a competitive advantage or other excellent economic advantages.
The Founder and/or Team have a deep market and domain expertise, with a proven success record in the chosen industry.

We are interested in the following areas:

Consumer Products or other Food, Beverage & Hospitality related industries
Hi-Technology Manufacturing and related industries
Internet Products or Services
Radio Frequency Identification Device (RFID)
Digital Storage, Mobile Wireless / Wi-Fi
Telecommunication Equipment and Services
Environmental & Sustainable Technology, Alternative Energy
Medical Device & Equipment, Tools & Diagnostics and Healthcare Services
Business Acquisition or Product Roll-up Strategies
Businesses with recurring revenue business models

Geographic Focus:

North America
Central and South America
Europe
Asia

General Transaction Types:

Management Buyouts
Private Company Recapitalization through Equity or Joint Venture Financing
Operational Turnarounds or Corporate Partnerships
Growth / Expansion / Venture Capital
Leveraged Buildup or Acquisition Financing

Funds Sought:

Seed – $500k – $1M USD
Intermediate – $1M – $25M USD
Market Expansion – $25M – $100M+ USD
Equity or Joint Venture Financing – $10M to $1 Billion+ USD

Submissions and General Guidelines:

Portfolio companies should be able to demonstrate an ability to achieve profitability with the funds invested within an 18-24 month period from the initial investment. For consideration, prospect companies should send email to the venture capital team with the following documents enclosed.

An Executive Summary (no more than two pages)
A slide deck (no more than 15 slides)

In order for Integrity Financial to make an informed decision, prospective companies upon request will need to be able to or will require assistance with providing the following:

PowerPoint / PDF Investor Presentation
Business Plan and Financial Model / Projections
Capitalization Table – (Detail of current investors)
Market Analysis
Detailed Sales and Marketing Plan with Detailed HR / Resources Plan
Current Customer List / References
Historical Financials
Personal Information on Executive Team
Exit Strategy

We will provide an in-depth review of your current and specific business stage, your level of business planning and matching financial objectives along with a strategy review that will provide insight, cure deficiencies in your processes and help you to develop corrective action. From there a blueprint of services is developed, and objectives are outlined for your approval. Begin by submitting your organizations Executive Summary and deck. Ultimately, this strategy assures our Clients achieve the most efficient financing structure to enable them to successfully ride the capital financing wave of their future!

Get Started Today

Submit your financial aspirations via our contact form and receive a free consultation within the next 24-48 hours (contingent on availability).