OUR INVESTMENT CONSIDERATION PROCESS
We assess potential investments based on the required resources, potential ROI, strength of the management team, current market opportunity, as well as a number of other factors.
If you have a property, project, company or business plan you are excited about, chances are we might be too! We would love to hear from you!
Where applicable it is helpful to include the below items for the following categories:
Private Business, Early Stage, Startup, or Seed Funding:
- An executive summary
- Performa
- Business plan
- Current audited or reviewed financials
- Resume(s)
- Any other information that you believe to be important for the evaluation process
Commercial or Residential Investment Real Estate:
- Type of investment (speculative, value add, distressed, cash flow, etc.)
- Property description (including: type of building, age, current management, special situations, etc.)
- Location/Market characteristics
- Current operating statements and previous 3 year history
- General lease terms
- Current zoning
- Applicable brokerage fees (Sergi Enterprises will protect all brokerage relationships)
For investment consideration on any one of the following please contact a team member by clicking here.
- Speculative, Value add, Distressed, or Cash Flow Real Estate (Commercial or Residential Property)
- Early stage, Seed, and Startup Funding or Capital
- Business & Asset Acquisition, Growth Capital (including distressed and opportunity based situations)
- Private Equity Fund Investment
