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Leadership Team
Has taken a venture-backed organization to it successful exit
Chemistry
Feels “right”
Market
All pertinent marketing studies conducted by proven outside parties
Services/Products
Descriptions of product offerings including market share by product line
Vehicle
Strengths
Weaknesses
Opportunities
Challenges
Corporate Documents
Articles of Incorporation
Bylaws
Shareholder Agreements
Operating Agreements
Feedback
Communication
Conflict Resolution
Attendance
Decision Making
Accountability
Resources
Amendments
Alignment
Agreement by team on what problems you are solving
Ownership
Commitment to solve those problems
Good relationship with current investors
Securities Issued
Copies of stock certificates, warrants and option agreements
Financial Information
Audited financial statements since inception
Tax Status
Federal and State income tax returns for the last 3 years
Contracts and Agreements
All contracts or agreements associated with the business of the Target Organization
Government Regulations
Copies of all permits and licenses
Good relations with oversight agencies
Litigation
Details of any current or potential litigation including potential damages
1. Invited parties complete a Source Abundance Profile (the Registration Fact Sheet) followed by an initial interview with one or more Source Abundance Affiliates to verify/clarify that all answers accurately reflect the intention of the Source Abundance profile. Supplemental information is further requested and verified based on the elective registration categories (i.e. investors must also complete an investor profile and submit a formal investment policy).
2. After a company fills out a Source Abundance Assessment they must complete an Assessment Review with one or more Source Abundance Affiliates to make sure that all answers accurately reflect the intention of a particular Assessment.
3. When a company becomes approved, they must submit documentation for approximately 20% of their answers to the respective Assessment. A Due Diligence Assessment represents the “final exam” of collective deliverables any stakeholder could and should ask when seeking to align themselves with a partner for a business objective.
4. As part of a comprehensive reporting package and to maintain an environment of trust and integrity, the company principal(s) sign-off on a summary disclosure document, following the spirit of Sarbanes Oxley, that any and all information is available within five business days upon request. Principals acknowledge and agree to maintain their information current at least quarterly in arrears or sooner with any material updates. Opportunities are delisted for non-compliance.
5. Finally, 10% of Source Abundance Clients and Affiliates are audited every year. So in a two-year term, all Source Abundance Clients and Affiliates have a one in five chance of being audited. Typically, the audit results in a rating adjustment. If the score falls below the passing grade, third party auditors provide a 90-day grace period to cure the discrepancy with improvement recommendations. If the audit reveals that a company has filled out one or more Assessments intentionally misrepresenting aspects of their business, Source Abundance will publicly revoke the company’s rating and will permanently ban the principals from Source Abundance.
When you are ready to step in, please visit Source Abundance