York Angel Investors – Investment

Pre-Screening: Applicants must apply using the Dealum platform on a rolling basis. Applications are reviewed by a select group of members and the management team based on Investment Criteria.

Screening: Eligible applicants are invited to present the company to York Angel Investors’ screening committee (a subset of their membership) at their semi-monthly screening meeting. The screening meeting lasts 40 minutes, giving the applicant an opportunity to present their opportunity, followed by a Q&A session. 

Investment Meeting: Applicants will be allotted 10 minutes to pitch, followed by 15 minutes of Q&A by all York Angel Investors members.

Due Diligence: If investors express interest, the due diligence process will be arranged with a Due Diligence Lead and Due Diligence Analyst. During due diligence, York Angel Investors team will verify the statements made in the applicant’s business plan, presentation, and financial projections. An initial discussion of valuation and terms will happen early in due diligence to make sure the two parties are aligned.

Term Sheet Negotiation and Funding: The York Angel Investors team will then work with the applicant on finalizing the term sheet for presentation to their investors. That term sheet will define the structure of the proposed investment deal, including the type of equity, investor rights, and board of directors’ representation. When all parties are satisfied with the terms and language contained in the term sheet, the term sheet is executed, and full documentation is processed reflecting the agreed-upon terms. Funds are then transferred.