The Pembroke Group Investment Process

The Pembroke Group has a six-step procedure in funding.

Phase 1: Screening Referrals
We actively pursue private investment opportunities referred through financial institutions, venture capital firms and strategic partners. We evaluate the business model, financial projections, management team and reasons for seeking capital. We also solicit the perspective of industry analysts and experts regarding market conditions and business models.

Phase 2: Assessing the Investment Opportunity
Using our standardized process, we gather comprehensive details about the company's business strategy, financial history, management structure, growth objectives, product markets, competitive forces and capital requirements. We then assess the financing need to determine if the opportunity is compatible with the investment goals of the firm and our investors.