One few others would have the confidence / willingness / audacity to make / propose:
We’ll invest our combined mentoring skills—long term in a hand-picked group of your portfolio companies that meet our success-criteria. Our assumption here is you want greater performance yield from your current and future portfolio holdings. But if you, your partners, outside investors and stakeholders including
your founding or managing management team also seeks maximum performance success in all relevant categories—i.e. Profit, cash flow, revenue growth, etc…we feel strongly that a collaborative long-term, match-up is more than worth seriously exploring. We’ll provide continuous monthly mentoring and hands-on involvement until said company either reaches a pre-agreed upon benchmark amalgam of performance milestones—or it gets sold. We’ll reduce our fees by 66% ( assuming ____days monthly invested in each company) in lieu of the fee we’ll reduce we want an equity interest in the companies we mentor—or the equivalent (ie. Options/warrants as appropriate, case-by-case). There would be a probationary mentorship period during which specific, milestone performance requirements must be met in order for our relationship to continue—subject only to full collaboration/co-operation being rendered us by both the fund itself/appropriate partners and the members of said company team we are mentoring. This should not be a problem since our acceptance criteria of both your fund as a performance/profit partner and your specific portfolio companies are based on our mentoring optimization assessment (see examples submitted)
Obviously your firm invests in its portfolio companies because both their founders and your fund is invested in hopes of creating an ‘impossible future’, by that we refer to a game-changing scenario where your portfolio company either totally disrupts or dramatically re-writes the rules or dynamics of the industry space they are playing in. Our firm has extensive skill and experience bring hi-growth companies the growth they are after. We have demonstrable track records of mentoring numerous companies to places that pre-empt current competition and sustain them at pre-eminent leadership or dominance at/in what they do. Every company has underperforming assets (both tangible and intangible). Every enterprise has overlooked opportunities—frequently huge ones that can only be seen by someone possessing the 465 industry breadth/depth of combined understanding, perception, extrapolation we do. We welcome, by the way, the chance to demonstrate these skills and their immediate and universal value by providing a penetrating socratic interview of your partners who manage various companies or the management teams of those companies themselves. Questions we want to ask you and separately ask your team at the portfolio company include:
Define, explain your hi-growth strategy including exact stages, steps of sales creation you foresee occurring. Be specific give us your how , why, who, when, and what your current contingency strategy / game plan is, in the event your plan a doesn’t play out.
