Q:
How does the process work?

A:
Apple Tree Investments combines the professional services of an investment bank with the communication capabilities of the Internet. Online communications streamline the process and reduces the utilization of internal resources, while the Internet speeds delivery and helps us present business opportunities in the most efficient manner available.

Here's how the Apple Tree Investments process works:
Stage1: Pre-Screening Process - We meet with you to discuss your business opportunities, financial position, management team, and reasons for seeking capital.
Stage2: Understanding Your Business - Apple Tree Investments gathers comprehensive details about your business strategy, financial history, management, growth objectives, products, markets, competitive forces, and capital requirements.
Stage 3: Preparing the Business Plan/Information Memorandum - Apple Tree Investments bankers will author an institutional quality business plan OR utilize an existing pre-screened business plan. Our expert bankers perform the appropriate due diligence and structure the transaction. As required, we engage accounting and law firms and other professionals to assist our independent efforts. We also help you develop your offering materials, which incorporate elements of the traditional offering memorandum while taking full advantage of the web.
Stage 4: Communicating the opportunity and building investor interest - Your Apple Tree Investments investment banker will forward a confidentiality agreement and general executive summary (without disclosing names) to pre-targeted and researched interested investors. Those interested investors will forward executed confidentiality agreements allowing them access to the business plan/information memorandum. The process most likely will include an inside look at products or services, an ongoing Q&A (both offline and online), multimedia presentations, arranging and participating in meetings (both offline and online), and Apple Tree Investments webcasts where the company principals personally present their business to investors.
Stage 5: Supporting the Financing - Apple Tree Investments bankers will manage and guide the financing process which includes qualifying investor inquiries and overseeing activity as investors inquire about the transaction. Assuming sufficient investor interest, Apple Tree Investments coordinates term sheets, closing activities, legal documentation, and transfer of funds to complete the financing in a timely manner.
Stage 6: Providing Ongoing Services - As part of our commitment to a long-term relationship, you will find Apple Tree Investments available to assist you with ongoing financial advisory services. We view ourselves as a partner going forward and want to see the clients' business opportunities grow and flourish in the future.