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:
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!