Help for Entrepreneurs

A Three-Step Process for Entrepreneurs

Step 1: Take The Benchmark Survey

Take the Benchmark Survey, which will create a Benchmark Report. You can begin at any time by clicking on 'Step 1,' at the top of the right hand column on every page.

The benchmarking process takes 15-30 minutes for entrepreneurs with a clear perspective on their business to complete. The Benchmark Report demonstrates how your business compares with businesses that have achieved key success milestones. If you decide to make any business adjustments, you can edit and revise your Benchmark Report as your company changes.

Step 2: Describe The Investment Opportunity

Create an Investment Summary, which is a view of your business as an investment opportunity. It provides a clear snapshot to investors, so they understand the basic financial picture at a glance.

If you have a clear understanding of your investment goals, you'll find the Investment Summary easy to complete. If not, you'll find it provides a framework of key issues investors will want to understand about your company, and thus will guide your preparations to seek outside investment.

» View a video tutorial on how to fill out the Investment Summary

Step 3: Submit Your Deal to Investors

Once you have a completed Benchmark Report and Investment Summary, you can submit them into the Open Deal Flow. Investors who are looking for investment opportunities with similar characteristics, such as size, industry, type and location, can access your information, review the opportunity, and contact you directly with their interest.

You may submit your investment summary to the Open Deal Flow by purchasing an Entrepreneur's Subscription. For just $50.00 per month (free for a limited time), you may keep your investment summary in the Open Deal Flow for the duration of the subscription period. Visit our entrepreneur's subscription page for more information on this program.