Criteria for our Direct Investments
We Look for Shared Risk Direct Investments Oppertunities
- Our Shared Risk Direct Investment strategy is an approach which allows us and our partners to work together through due diligence and planning and forecasting process to identify the best possible business strategy, capital structure and to formulated the ideal investment terms. Unlike traditional model, we apply our teams knowledge and our WarGAIM tools to;
- > Develop an optimal plan to achieve a strategy execution framework that is measurable and achievable
- > A risk adjusted WarGAIM simulated financial planned scenarios that uncover the highest potential performance of the company
- > A defensible and risk adjusted valuation which identifies the optimal capital structure needed to meet the originations long term objectives
- A unique high value approach for organizations to unlock captive value and rediscovery their enterprise potential. We work organizations which we believe have high potential. We choose those organizations based upon a broad based set of factors which include
- > Big and Undeniable Market Opportunity Which Organization Exhibits Unique Potential To Be A Leader
- > Business Model must have reoccurring revenue streams with high network effects
- > Business Strategy can be articulated and clear measurable execution framework
- We work with those that we can identify high value organizations measurable value chains using our proven WarGAIM methodology which identify marooned value and performance management improvements that can be unlock and where the company can repositioned for growth and accelerate revenue while reducing expenses and improving net income results.
Unlocking Value At Every Stage
Early Stage
Company in early stage maybe pre-seed or still working on their business plans and MVP. We can help by providing ;
1. WarGAIMED Financial Models that are based upon strategy simulations which your team believes are achievable.
2. Defensible Financial Forecast based upon reasoned WarGAIMED simulations that can be instantaneity adapted to accommodate what the management team learns as they develop their plans and the feedback they get from the market and investor community.
3. A valuable management decision supporting tool that can informative inputs to your plans and strategy.
Mid Stage
Mid stage companies are organizations which have achieved some degree of success and a concept of a business model that once worked for them are they are still trying to prove. These organization can be best characterizes as
1. Leaders
2. Laggards
Many in both categories follow a me-to business strategy and their performance can be enhanced through a better business strategy, correct funding levels and a unique business proposition that is highly differentiated economic value proposition that is provable and defensible. Most importantly their business strategy must contain sustainable execution tactics which are adaptable to market conditions and are centered on the Voice of the Customer to assure their leadership potential.
Late Stage
Late stage companies can be exciting business because they hold industry and institutional knowledge that properly channeled can produce an new enterprise vision which reinvigorates its market potential through enhanced performance if its existing capability to drive organic growth. These organization, if leadership is prepared can leverage their industry and company institutional knowledge to drive into adjacent markets creating high value results through acquisitions of products, companies and partnerships which reinvigorate and reposition the organization for growth and returning great value to shareholders and stakeholders alike.
Our Value Discovery and Capture Methodology
We work with our partners to deploy our Value Discover and Capture Methodology by leveraging our teams operating experience across industries and business models to uncover high value hard to value opportunities. We work with chosen partners and sponsors to deeply evaluate and then create plans for the fastest on ramp to success.
We synthesize these insights with the correct vision, supporting strategies and capital structures to provide the basis for sustainable and superior operating results.
Some of the work we do with our Methodology
- Visioning for an enterprises highest future value
- Business model design and optimization that creates a durable organization that is adaptable and able to tack with the winds of opportunity and produces economic scalability and sustainability.
- Using our Proprietary Rook WarGAIM(TM) Platform we work with a partner to Wargaming Strategies and tactics that are aligned to the vision and measurable to the financial plans.
- Resulting WarGAIMED Plans provide;
- Optimal capital structures that produce low dilution while realizing the highest future value of equity.
- Valuations that are defensible and risk adjusted using our proprietary Financial War Gaming technology.
- Business operating projections with realistic risk adjusted achievement potential
Focused on the Strtegy Execution and Growth Through Insights into Innovative Business Models That Can Deliver Sustainable Economic and Operational Results
Our goals are clear and without comprise. We can work with others with similar interest and goals.
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