Our overlooked segment of client companies is an under-serviced market that contains most American businesses.  It is also the group that has the fastest growth potential that savvy investors look for.  Simply put, we seek to accelerate our clients towards a higher value level, and to decrease the risks for incoming investors.

Our Strengths:

• Value-Added Strategic Planning
• Writing Business Plans & Placement Memoranda
• Streamlining Complex Strategies and Projects
• Identifying Best-Fit Investors and Structure Access to Capital

Our Process:

• Strategic analysis of company and industry
• Restructuring business or organization to make more attractive to investors
• Determine appropriate valuation and capital structure
• Identify target investor type
• Draft private placement memorandum
• Solicit investors
• Close transaction
• Post Transaction Monitoring

While we consider start-ups opportunities, our primary focus is early to mid stage companies, which have attained early market revenues and require equity capital for growth. We usually like to invest or raise $1.5 -$5 million per investment through our client base. We deal with companies whose annual revenues range from $1 million to $100 million+. After submission of a business plan we will review it and respond within a couple of weeks. If your plan matches our criteria, we will set up a meeting to review the opportunity further. Our funding process involves all of our partners and requires a consensus among the team, thus each investment decision requires that all partners meet with you and your management team.

Southcoast Investment Group recognizes that many transactions are time sensitive. As a result, our ability to be responsive to our partners’ needs further sets us apart. We provide an initial indication of interest within a few days, and can move expeditiously through the evaluation and due diligence processes to a timely closing. Our structure and efficient processes facilitate quick decision making.

Our partners manage each element of the investment process including technological, personal, legal and accounting due diligence. We will evaluate your team, the market, the product or service and your exit strategy. This process typically takes several weeks. Upon team agreement we will offer a term sheet for your consideration

Following an investment we will assign one of our partners as the lead contact for the company. As the lead contact, the partner is responsible for developing the relationship with the entrepreneur and leading our investment effort.

The partner will support the company in selection of key management personnel, strategic development and involvement in all other vital business activities. Delta is commonly the lead investor and often represents the first venture capital investment in a company. Once your company has built sufficient momentum and experienced management is involved, we will transition from a more intensive role to one of active board participation.