Stage One: Early-Stage Evaluation. The Fund and the organizational consultant perform a half-day assessment to focus on the company's vision, leaders, executive committee, organizational structure and potential for success. This is an early-stage evaluation of organizational competency, commitment, and capacity of leaders. The purpose of this analysis is to give the Principals a tool they can use in the earliest stages when they have decided that a company is worth a serious look. The Principals are provided a report that gives a snapshot into the health, effectiveness, efficacy, and potential success of the company. This evaluation process, we believe, will significantly improve the chances for long term success.

Stage Two: Leadership Training and Evaluation. When a term sheet is executed, the organizational consultant, with the participation of the Principals, will conduct a weekend training session that provides the potential portfolio company an opportunity to learn about themselves and their organization, while also flushing out the deeper issues that need to be resolved and potential problems that will emerge as the company continues to grow. In addition, this model of training allows the Principals access on the deepest level to the skills, capacities, and strengths and weaknesses of the leader, the executive committee, the organizational operation, and the vision itself. Having a real training model that allows direction and focus is a significant asset in ensuring that these companies are successful down the road. It is the Principals' belief that, in concert with the early-stage organizational evaluation, these tools will greatly improve the investment potential and success of the portfolio companies.

Stage Three: Ongoing Consultation. Once an investment is made, the organizational consultant will provide ongoing feedback and consultation by attending periodic executive committee meetings, by providing on-the-spot consultation as necessary, by providing ongoing evaluation of the vision, organizational plan, personnel, morale, structure, organizational development, recruiting, and other areas. This periodic connection with portfolio companies can be an incredibly powerful tool for use by the Fund to keep the organizations moving in the right direction, monitor the flow of their development, and ensure that they are on track for success.