The following represents some of the important investment criteria developed by InvestAmerica.

Management
InvestAmerica’s success will be a direct result of select investments made in successful management teams that demonstrate integrity, successful results, balance, depth, experience, and defined goals.

Stage of Company
InvestAmerica will consider all opportunities with particular interest in companies with sales typically ranging from $10 million to $50 million and with strong growth potential. InvestAmerica's funds invest in management buyouts, ownership changes and later-stage growth opportunities.

Financial Performance
Historical and projected financial performance with a capital structure conducive to growing a company is critical. Emphasis will be placed on companies with existing and projected sales.

Industry, Technology and Geography
InvestAmerica will invest across a range of manufacturing, service, distribution and technology companies throughout the United States.

Investment Size
Ideally, companies will be seeking less than $10 million: in which InvestAmerica funds will typically participate in $1 million to $2 million in the first round of the financing. InvestAmerica often co-invests with other venture funds and has long-standing relationships with many active co-investors.

Investment Structure
Favored investment structures include subordinated debt with equity features (e.g. conversion privileges and warrants), preferred stock with equity features and common stock often representing a minority ownership position. Typical rights include liquidity rights, put and registration rights and protective rights (e.g. board seats, anti-dilution rights, etc.).

Co-investors/Partners
InvestAmerica will lead or play an active co-investor role and seeks cooperative management predisposed to communicate and work closely with outside investors toward common goals. InvestAmerica and co-investors seek to support management to grow a company and create lasting shareholder value through board participation and continuous communication.

Exit Strategy
InvestAmerica’s primary goal is to contribute to the increase in company value and earn respectable returns for its partners. Identifiable exit opportunities are critical. InvestAmerica generally requires investment agreement provisions (e.g. put rights, registration rights, etc.) to provide for exits.