Investment Process

If you are seeking venture capital for your project, the following is the process Golden Opportunities Fund follows in making their investment decisions.

Business Plan Review

If there appears to be a fit, we ask the company to provide a written business plan that describes the history of the company, the background of the management team and directors, markets, products or services, competition, strategy, historical financial statements, financial forecasts, capital structure and financing required.

We will review your business plan and conduct some very preliminary research. At this stage there will be a determination as to the fit of the investment to the Fund. If there is a fit we would move to the next stage or alternatively return your confidential information at your request.

Due Diligence

As part of the decision making process we will evaluate the market, the products or services, the competition and the strategy in order to develop an in-depth understanding of the business dynamics. Additionally, we will check the personal and professional references of the management team, as well as talking to customers and other industry sources.

Final Due Diligence

Once the term sheet is executed the Fund will complete its due diligence and obtain board approval for the project. Once board approval is obtained we would move to legal and closing documents.

Golden Opportunities Fund's Due Diligence Process

Golden Opportunities Fund conducts a thorough due diligence review before making an investment decision, and at any stage we may make a decision not to invest.

Our due diligence review includes, but is not limited to the following:

• Assessment of the management team
• Market evaluation
• Reference checks
• Technology, products, service evaluation
• Business model evaluation
• Feedback from customers or potential customers
• Assessment of return potential and likelihood of a successful exit
• Beliefs on market size, growth, people, and barriers to entry
• Evaluation of key aspect of the Company’s business plan
• Exit strategy
• Impact on Saskatchewan economy and employment
• Compatibility to Fund’s current portfolio and objectives

If you would like more information about Golden Opportunities Fund or our investment process, contact us.

Founded in 1999, Golden Opportunities Fund is the first Provincial Retail Venture Capital Fund and the Fund of choice for 150 Saskatchewan companies. To date, the Fund has committed over $500 million to investments in these companies which are strategically diversified across key growth sectors of the province.

Golden Opportunities Fund has an investment approach that has been derived from many years of entrepreneurial, investment, and operational experience.

The Fund provides financing solutions to start-up, growth and expansion, and mature companies with the goal of creating long-term financial returns for all Shareholders and an emphasis on well-aligned interests.

Golden Opportunities Fund invests to build long-term value. The Fund provides patient capital, acknowledging that it takes time to execute a successful growth strategy and that the road to success is not always smooth.

The Golden Opportunities Fund team builds value for its Shareholders by investing in businesses with strong management teams and supporting those management teams through strategic involvement at the board level, guidance on operational planning, new customer connections, recruitment, and identifying exit opportunities for all Shareholders.