Equity Investments - How Do I Apply?

How Do I Apply?

Step 1: Contact the Investments team to set up an initial meeting. Please provide a pitch deck with your initial outreach.

Step 2: Pitch to the MassCEC Investments team.

Step 3: If your company may be a fit for a MassCEC equity investment, staff will request and internally review due diligence materials as part of an iterative process.  

Step 4: Pending a positive diligence outcome, pitch to the MassCEC CEO and other executive-level staff.

Step 5: Negotiate deal terms and begin legal documentation.

Step 6:

  1. If an investment is less than $100,000 it must be approved by the MassCEC CEO.
  2. If the investment is over $100,000 the Investments team presents the investment to Investment Committee at the bi-monthly Committee Meeting for approval.

Step 7:

  1. If the investment is greater than $100,000 and less than $250,000 it must be approved by a member of the MassCEC Audit Committee.
  2. If the investment is greater than or equal to $250,000 it must be approved by the MassCEC Board of Directors at a bi-monthly Board Meeting.

Step 8: Following Audit Committee or Board approval, finalize legal documentation and close deal.

Step 9: Ongoing portfolio monitoring and involvement.