Review Process

Fulcrum selects opportunities for investment based on a thorough and collaborative evaluation process that incorporates a multi-step assessment approach:

1. Initial review. Our team will review your business plan and determine if it meets Fulcrum's investment criteria and if our team has interest in proceeding.
2. Analysis. In this stage, we assess your company's business potential. We explore the market opportunity, business model, and financial projections and study its market framework and value proposition. We assess your positioning, go-to-market strategy, sales goals, and financial model, as well as identify challenges, possible risks, and potential rewards.
3. Investment Recommendation. In keeping with Fulcrum’s collaborative culture, all investment decisions are made collectively by the entire management team. If your company meets our investment criteria, we move forward to the next stage.
4. Terms. We develop an LOI and term sheet that fairly values your business opportunity. When the LOI has been signed by both parties, we begin final due diligence and create the required legal and transactional definitive documents.

The entire process usually takes one to two months.

Note: We do not sign Non-Disclosure Agreements (NDAs), however, we are careful to keep all material confidential.