We generate a large number of investment ideas across our global platform and through our network. At Fortifia, we believe in a dynamic and decisive approach to investment and operate a straight forward and effective business model. Our new ventures come to us in two ways:
As a result of our business development managers recognizing and capitalizing on potential opportunities that arise from studying industry trends and economic conditions.
Through a direct approach from private entrepreneurs or enterprises seeking to partner with us – not only for capital investment but also for our practical expertise and local knowledge that we can contribute.
If an investment is sufficiently well developed, it is brought before our internal investment team who then assess the opportunity based on the below criteria:
If you have an investment opportunity you’d like us to consider, we ask for the following information:
Our review process is simple::
We review your documents to make sure we have all the information we need, reaching out to you if we are missing anything.1
We run your information through our objective model to determine whether your company is a good fit for us.2
If your company is not a good fit, we aim to notify you within two weeks (often sooner) by email or telephone. If it may be a good fit for us, we request phone interviews with one or more of the investors and with company management. We may also have a few additional questions.3
We make our decision shortly after completing these interviews and inform the company confidentially by email or telephone. Assuming no scheduling conflicts, this will typically occur within two weeks of us receiving your initial documents.4
Prior to closing, we conduct legal review of the documents, conduct background checks on key members of management, and complete other final diligence as necessary.5
While our process is fast and simple for entrepreneurs, it is also highly selective. Because our model is designed to create a portfolio with very specific characteristics, we will pass on the majority of investments we review. That said, we recognize that a number of the opportunities which we decline will prove to be highly successful companies.