Our Process

What to Expect

We founded Shasta Ventures for the sole purpose of helping to build great companies. Great teams represent the cornerstone of successful companies, so getting to know you at the early stages of your company formation is important to us. Below is an outline of what you can expect during our investment decision-making process.

Meeting entrepreneurs at the earliest stages of company formation is important to us.

Getting Started

First, submit an executive summary or presentation to one of our investment professionals. It is best to direct your information to the partner who appears to be most closely aligned with your sector. We will review your business idea, and reply to you if there is interest.

If there is interest, we request an initial in-person meeting, which will not exceed one hour. A presentation length of 10 to 20 slides is usually adequate. During this time we want to learn about:

• The leadership of the company
• Your product (a demonstration is encouraged)
• Your target customer
• The problem you solve for your customer
• How you plan to reach your customers
• Competition
• Market opportunity
• Your capital requirements

Next Steps

After the first meeting, we will determine if it makes sense to continue on diligence. If there is a fit between our firms, we will have several additional meetings with your team to review the topics below in more detail:

• Team dynamics and additional needs on the management team
• Analysis of the customer need and product fit
• Technology review
• Marketing plan
• Financial projections
• Terms of financing

Upon completion of the diligence process, we will talk with you about our interest in moving forward with an investment proposal.