Overview of deal review:  Our process

When we receive a business plan, we review the quick sheet and the business plan. For those plans meeting our general investment criteria we invite the management team for a presentation at our office. If we decide to pursue the deal, we initiate further due-diligence and work towards investing in the company.

Quick Sheet
This is the basic information that we must have to review a company. The information must be in the business plan, but providing it on a separate sheet expedites our review process.

Business Plans
These are the key elements that we look for in a business plan.

Non-Disclosure Agreements (NDAs)
We do not sign Non-Disclosure Agreements. Our reputation and business relies on our professionalism and ability to maintain the trust of our entrepreneurs and partners.

You may email all business plans to info@nextlevelvp.com. Please have the words "BUSINESS PLAN" followed by your company name in the subject line of the email.