Submit Your Business Plan

Dogwood Equity are looking for a select group of companies that represent an extraordinary opportunity for growth and value creation. These companies must meet certain geographic and operating criteria prior to being considered for investment by the Fund. Please refer to our Investment Philosophy for a description of these criteria.

Overview of the Process
For the initial contact, we will review an executive summary of the business, preferably not exceeding five pages. The summary should:

• Explain the product or service;
  
  
• Address the potential market and current competitors in the market;
  
  
• Discuss the company’s strategy to increase market share and fend off competitive pressure;
  
  
• Briefly review the management team’s track record;
  
  
• Review historical and projected financial performance and how the company expects to achieve a liquidity event with appropriate returns to the investors.
  

If the summary appears to meet the investment strategy of the Fund, Dogwood Equity will schedule a meeting with principals in the company and request a full business plan. Business plans can be submitted by mail, email (submit your plan button above) or delivered to our offices in Raleigh.