Investment Criteria

New investment opportunities should meet the following screening criteria

First and foremost, companies:

  • Led by exceptional management teams
  • Targeting optimal growth market opportunities
  • Creating and maintaining distinct and sustainable competitive advantages

Target industry and company type including:

  • Growth Stage: Clean Technology and Other Applied Technology companies
  • Mature Stage: Established industrial companies and Branded product companies

Other company criteria including:

  • Company revenues of $5MM-$15MM
  • At or near profitability, with growing and sustainable margins
  • Northeast U.S. location
  • Seeking equity capital contribution between $1.00-$2.25MM total