Working with your investment manager you'll submit a funding application for review by our investment committee. We'll ask you for information about your business to help our team learn more about your investment needs. At this stage we want to find out more about you and let you know more about YSB as a fund to see if we would make a good match.
Pitch your business
You'll be invited to meet our investment committee, usually by teleconference, to talk about your business and answer any questions we have. At this stage we may ask for further clarification or additional information regarding your funding application.
Our investment teams will carry out in-depth due diligence. This process includes visits in the field, input from experts in your sector, benchmarking against other businesses and reviewing legal and financial data about your company.
At your final meeting with our investment team your financing contract will be ready to sign. We'll also introduce our reporting requirements and arrange regular business reviews with you and your team. If you've reached this far, congratulations and welcome to our portfolio!