INVESTMENT CRITERIA

INVESTMENT PROCESS

This business investment overview has been designed to give clients a look into our investment process. Your business is very important to us and we greatly appreciate the opportunity to assist you with your current investment needs. Person Investment Group, LLC takes a long-term, patient and value-added approach to partnering with entrepreneurs, and management teams to create capital structure solutions that solve complex financing needs.Geographic LocationPerson Investment Group, LLC is primarily looking for investment opportunities in the southeastern part of the United States; however, we will consider investment opportunities originating throughout United States.Investment RangeOur typical range of investment is from $10,000 up to $100,000; we also will consider subsequent investments in a company in which our members have previously invested.Investment FocusOur business investment focus is as follows:

  •  All investments are based on establishing a business partnership. (We are not a loan company)
  • We must be able to attain 5% to 50% in equity through an investment of cash and facilitative services (usually a blend of 50% investment and 50% facilitative (e.g. Legal, tax, accounting, security services).
  • The company’s investment valuation usually does not exceed $100,000.
  • The company’s business plan must show the company’s unique barriers, potential competitors and company's goals (Short and Long).
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1. PRE-SCREEN TELECONFERENCE

Pre-Screen Teleconference (1-15)
    Once we receive your investment packet, it will be reviewed by our investment committee. If your packet makes a positive first impression, you will be contacted and invited to a Pre-Screening meeting. This meeting will consist of you presenting a 20 minute presentation followed by a 15 minute Q&A session conducted by teleconference over the phone.
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    2. PRELIMINARY INVESTOR INTEREST

    Preliminary Investor Interest (16-30)
      Following the Pre-Screening meeting, our investment committee will vote on whether or not you will advance to the Due Diligence phase.
        A “Yes” vote indicates we believe there are possible merits to the investment opportunity and you will be moving to the Due Diligence review.
          A “No” vote indicates sufficient interest does not exist within our group, and you will be provided justification as to how the group came to its determination.
            A “Maybe” vote indicates our group has sufficient interest in the opportunity presented; however, collectively we believe the opportunity requires further clarification.
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            3. DUE DILIGENCE REVIEW

            Due Diligence Review (31-45)
              As part of the decision making process, we will evaluate the market, your products or services, your competition, and your strategy. This will give us an in-depth understanding of the business dynamics. Additionally, we will check the personal and professional references of the management team.
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              4. INVESTMENT DECISION

              Investment Decision (46-60)
                Once the final due diligence report is completed, a decision will be made as to whether your business opportunity fits our company's vision. If the investment committee votes “Yes” to your investment opportunity, you will receive notification that your packet has moved to the Closing and Funding phase. In situations where the ultimate decision to invest is “No,” we will communicate that response promptly, along with the reasons for our decision. Right, wrong, or indifferent, a “No” response just happens to be how we collectively view and assess the investment opportunity at the present time.
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                5. CLOSING & FUNDING

                Closing & Funding (61-90)
                  The closing & funding is the final phase of the investment process. All documents will be forwarded to our attorney for processing.  Legal documentation can take an additional two to three weeks before the transaction is closed, depending on the complexity of the transaction. In this phase all legal & processing fees must be paid before signing of the contract and funding will be released.
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                  6. HOW TO APPLY

                  How to Apply
                    After reviewing the above information if you feel Person Investment Group, LLC is a company you would like to work with, Fill out the FORM below to start the application process.
                      ONLINE APPLICATION FORM-COMING SOON. UNTIL THEN PLEASE SEND REQUEST THOUGH THE CONTACT US TAB
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