At C4 Finance we begin every opportunity from the same perspective. To learn more about this, click on the Quick Start Guide in the Quick Link list to the right.
Once we approve of a project for C4 participation, we go through a four step process with each project.
Step I
In a telephone or face-to-face meeting with a C4 Associate, we'll gather some basic information about your company and how to contact you. We'll also make sure that the process that was used to find you and the opportunity you represent is accurately recorded.
Next we'll ask you to complete the C4 one page Executive Summary form (in a Microsoft Word format) and return this to us for our Executive Team to use in their deliberation and review of the opportunity you present.
In that review we take into consideration the following:
Do we have the intellectual and/or the relationship capital needed to explore the project?
Do we have the knowledge and expertise to understand the opportunity?
Do we have an existing relationship with an existing financial resource to provide the capital required or will we use our own funds?
Do we believe the company has a management team with sufficient knowledge and expertise to benefit the company and the financial resource that we would bring to bear?
Do we have some understanding of the company's competition, the market, threats to success and/or environmental issues?
Does this company comply with our own objectives to "save the planet?"
Is this a company that C4 will want to identify now and into the future?
Once these issues are discussed, the C4 Associate will notify the prospect of our thoughts and a conference call may be arranged to discuss these ideas further with the project's management team and C4 Senior Management.
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Step II
If C4 decides to take on the opportunity, the company is sent a mutual Non-Circumvent - Non-Disclosure Agreement for signature. Once this is fully executed, C4 will further discuss the project including a discussion of the C4 Engagement and Fee Agreement. Once agreement is reached, our Legal Group will forward our Agreement to the project's management team for signature.
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Step III
The new client is now given access to the C4 proprietary project board. All communications, documents, agreements, contracts, licenses, appraisals and any other supporting documents required for due diligence are encrypted and stored on the project board's secure servers. These documents are fully accessible via encrypted
username and password from any computer in the world.
All the documents requested from the client are read and reviewed by the Team that will to meet our client's objectives. In addition, all documentation will be analyzed by our Accounting Department and Analysts Group.
While this is going on, we're already talking with the investors that we had tentatively identified in Step I. We are able to provide interested investors encrypted and secure access to a project will maintaining their anonymous position.
Our project board allow us to communicate directly with the client and for the client to interact with any assigned member of the C4 Team. We can also set milestones, make assignments and jointly collaborate on key documents. When the due diligence is complete the client moves on to the next and final step.
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Step IV
The client is now introduced to the financial resources that have expressed interest in the project. By the time the client gets to this step, our goal is to have several opportunities to meet the financial objectives of our client. While we can't guarantee this, we never take on a project without knowing that we have potential. In Step 1 we also attempt to manage expectations before any Agreement is signed
between C4 and a client.
It is in this step when the financial resource presents the client with a term sheet based on negotiations directly with the client.
For additional information, please
click here to download our PowerPoint Overview and Process presentation.
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