We are agile and can quickly move through the investment process, resulting in timely funding of investments. It is important to us that you are comfortable with the process, both before we begin and during the process itself. As such, we encourage any questions that will help provide you with clarity and comfort. We will follow a general course when making an investment in your company, as described below.

1. Determine Fit: Please review our website to determine whether your company, situation, and capital needs are consistent with our specific investment focus. We employ focused investment discipline, which allows us to be better partners to management teams that we have invested in and to spend more time with companies in which we are more likely to invest.
2. Contact Us: Please call us or send us an email if you have decided that there is potentially a good fit. If possible, please email an executive summary, describing your financial position, company and need for capital. However, we don't require anything formal and welcome inquiries from management teams that meet our criteria.
3. Get to Know Each Other: If we both determine that there may be a fit, we will make every effort to get to know you as individuals, as management team members, and as a company. Some of the information we may ask you for is listed below. If we decide there isn't a fit, we will do our best to introduce you to others with whom there may be a better fit.
4. Commit to Work Together: If we believe there is a high probability of our making an investment, we will commit to you and will ask you to commit to us. We will commit to work in a quick, open and friendly manner to finalize our partnership. We will ask you to commit to work only with us while we are attempting to structure our relationship and not to solicit investment from others during a set period of time. This demonstrates to us that you are serious about working with us and allows us to comfortably dedicate substantial resources to the process.
5. Detailed Due Diligence: This process will involve our review of your internal documents and processes, reference checking, industry investigation, and detailed financial due diligence. This process provides us the level of understanding needed to partner with you and to be better partners to you. We also welcome and encourage any questions that you have for us.
6. Document Finalization & Funding: Upon mutually satisfactory completion of detailed due diligence, we will prepare the necessary documentation for our investment in your company, after which your company will receive its initial investment capital.
7. Succeed as Partners: This is where the hard work and the real fun will begin. Teakwood will do everything in its power to support and foster your success.

Information we may request from you:

	Product literature
	Summary of sales and profitability by product
	Analysis of customer concentration and profitability
	Corporate entity structure and ownership breakdown
	3 years of historical monthly income statements, balance sheets and cash flow statements (in an Excel spreadsheet)
	2 years of projected monthly income statements, balance sheets and cash flow statements (in an Excel spreadsheet)
	Management team bios
	Industry overview: size, growth, fragmentation, market share, competition, challenges, and opportunities
	Tax returns
	Analysis of the proposed investment amount and the associated use of proceeds