Frequently
asked questions
How
much and what type of documents do I have to prepare?
In order for us to gain the best possible understanding of your business idea
and opportunity, we need you to provide us with as many details as possible. We
will be very happy if you send us your business plan, financial data for the
last three years and CV's of key people in the company.
The business plan should include a
description of the business idea, market analysis, product and intellectual
property development, the business model, marketing and sales strategy, schedule,
description of risks and problems, economy of company operations and the
financial plan.
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Is it possible to just get a loan?
Unfortunately not. Closed-end investment funds whom we advise invest exclusively
in company shareholdings. However, on the other hand this type of financing
eliminates the risk of paying off the principal and the interest, as the fund
shares the business risk with you.
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What share of the company belongs to the
fund?
Shares which respective funds demand vary in relation to their investment
policy. The Poteza Innovation and Growth Fund's rules demand a share of between
25% and 60%.
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How long does the process of acquiring
funding take?
The speed of the entire process depends mostly on the quality and quantity of
the provided information. The ball is therefore in your court practically all
of the time.
Preparation of the basic analysis and
recommendations made by Poteza, Projektno svetovanje d.o.o., can take from two
up to four months. Procedures at fund level depend on the respective fund but
generally don't take more than two months.
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Will the fund sell its stake after four
years back to the founders or the other owners?
Decisions made by funds on subsequent sales of companies are down to fund
business policies. Funds generally provide several exit routes already at the
point of entry into the ownership structure. Considering that the funds'
guidelines are to maximise their investments, they will generally consider
several options, which also include selling out to a strategic owner or a
public share offering, and will only make a decision on the most appropriate
course of action following due
consideration.
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