Our investment process is structured into several key stages from initial sourcing to exit. Each phase is designed to minimize risks and maximize value creation. The main investment process steps are:
- Deal Sourcing: Opportunity identification – We actively seek out promising projects through our network and accept direct proposals from entrepreneurs looking for funding.
- Evaluation & Due Diligence: In-depth analysis – Our team evaluates the company’s business plan, market, and team. We conduct comprehensive due diligence (financial, legal, etc.) to verify the venture’s feasibility and growth potential.
- Investment Decision: Committee approval – Our investment committee reviews the due diligence findings. If the project is approved, we structure the investment (equity stake, amount, terms) and proceed with the necessary agreements.
- Post-Investment Support: Ongoing guidance – After we invest, we work alongside the entrepreneurs. We provide strategic advice, mentorship, and often take a board seat to help steer the company’s growth in its early years.
- Exit Strategy: Realization of returns – After a few years, once the company has grown significantly, we exit our stake (via trade sale, buyout, IPO, etc.). This allows Allegiance Capital SICAR and co-investors to realize returns, while ensuring the company’s continued success after our departure.
