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INVESTMENT PROCESS MAP

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This is the first phase where all managing partners express their opinion and "gut" feeling about the company's potential for investment. This step requires a quick "yes" or "no" answer. If the answer is "yes," we then move to step #2. Learn more

The Smell Test
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This questionnaire is sent to the inquiring company. The company's answers determine whether we proceed with due diligence. The One-Pager summarizes all important attributes and distinctions of the candidate company. Learn more

Questionnaire
And One-Pager
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This is the follow-up to step #3 and should clarify any and all questions that are raised by the answers in the questionnaire and One-Pager. This step will cover the full due diligence effort. Learn more

Follow-Up
Questions
& Answers
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Should step #3 satisfy our due diligence questions, and we're still interested in moving forward, we will then meet with the executive & management team of the company and assess their capabilities and personalities. Learn more

Meet With
Executive
Team
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The investment calculator is an objective scoring & grading system where the success probability of the company is calculated using all the attributes learned so far. The score must reach a certain grade level to be considered for an investment. Learn more

Investment
Qualification
Scoring
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After all due diligence is completed and the qualification scoring shows a higher probability for success, the Rugosa Partners will have a final discussion to make sure there is unanimous consent for an investment recommendation. Learn more

Unanimous
Three-
Partner Vote

About Us

Investment
Criteria
  1. Rugosa concentrates on attractive, startup and growth-stage “maturing” companies that are undervalued, have a good executive/management team, and already have significant industry-related investors.
  2. We invest in technology-driven business models, not necessarily technology companies.
  3. We concentrate on companies that find themselves in the “Valley of Death” or in the “Capital Gap.”
  4. We concentrate on companies that have significant potential intellectual property assets (e.g., patents, trade secrets, trademarks).
  5. We look for relatively low valuation entry points.
  6. We look for low capital entry points with promising exit returns (ROI).
  7. Typical investment range is between $50,000 and $1 million (with exceptions).
  8. We invest the committed capital in tranches based on predetermined milestones.
  9. Preferred Liquidity/Exit horizon is typically between two and four years.
Investment
Philosophy
  1. We do not marginalize ourselves to conventional investment criteria:
    1. We do not limit our investment parameters to a specific market vertical, which would force obvious opportunities to be ignored or overlooked.
    2. We have access to a network of subject experts who cover most market verticals in order to validate this philosophy.
    3. We won’t invest in models that cannot be understood, even after positive subject expertise review.
  2. We identify unique technologies and monetization concepts for companies that may not clearly fit the traditional investment parameters.
  3. We uphold the highest moral and ethical values for ourselves and the ones we interact with. These attributes are reflected in our name, “Rugosa” – the ancient “Horn Coral” that is indigenous to Davidson County of Middle Tennessee. In biblical times, the horn was the symbol of Royal Dignity, Strength, Honor, Power and Victory. We will not compromise those principles.
Advisory
Services

    We provide consulting and advisory services for our portfolio companies and third-party companies. We have consulting teams that provide virtually all types of support services to improve, turn around, grow, scale and transact businesses. Please call 615-478-3573 to inquire.

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