Process
How the investment process works.
A straightforward path from initial inquiry to investment maturity, subject to applicable documentation and due diligence.
01
Submit Inquiry
Tell the investment team that you would like information about the opportunity.
02
Receive Information
Request the available company, business and investment documentation.
03
Conduct Due Diligence
Review the opportunity and independently verify material information.
04
Review Terms
Read the applicable investment agreement and associated risk disclosures.
05
Complete Documentation
Proceed only after you understand and accept the applicable terms.
06
Maturity
The investment reaches its stated term, subject to the governing agreement and business performance.