When you develop your investment criteria and understand the type of company you wish to invest in (stage, risk, business sector, and funding level) you need to have the project (unless this is your own startup that you are going to fund) submit to you a summary of the details of the project to begin the process. You do not want to just get business plans and have to read them to make your initial project acceptance. There are many steps in the funding process and you will need to follow them in order for risk protection and the fact that you have an understanding of the funding level (on-going), management, etc.

 

There are many factors to be considered in the funding of any project but you have to get started and the least amount of information that allows you to quickly see if the project fits your appetite is what you need to have completed in the early stage of review.

 

I have attached one of the project funding forms (NON REAL ESTATE) that I have used over the years to quickly give me a glance at the project and start the wheels down the track.

​

PROJECT SUMMARY SHEET

​​

You can adapt this as you wish for your funding review or make up one of your own. But the important part here is that when you start the funding cycle of projects you will be inundated with projects. At the heart of my wall street days, I was getting 30+ a day. There is no way I was going to read that many business plans. But I could quickly get a glance as to what was coming in and have some level of priority to the process. However, you may not want to follow this guideline. You may want to read the business plans instead. It does not matter how you do the review but you do have to have a process. You need to understand that you are not the only game in town and if you snooze you loose. So whatever, you feel is your decision process you need to make those decision in the most efficient amount of time as possible.

 

Please note that before you get in bed with any project do your due diligence.