HORNBEAM
Our Process

Steps To
Funding

Transparent Process

A Structured 8-Step Investment Process

Every investment opportunity progresses through a disciplined 8-step process — from initial consultation to ongoing portfolio monitoring. The typical timeline from submission to funding is 60–120 days.

01
Initial Consultation

A confidential, obligation-free meeting between the prospective partner and a senior member of our team. We establish preliminary fit with our investment mandate and discuss the opportunity at a high level.

Duration: 1–2 weeks  ·  Format: In-person or video conference
02
Opportunity Assessment

Our investment team conducts a preliminary assessment of the submitted opportunity against our investment criteria — reviewing the business plan, financial projections, market analysis, and proposed deal structure.

Duration: 2–3 weeks  ·  Required: Teaser document, financial overview, executive summary
03
Preliminary Review

Opportunities that meet initial criteria progress to a full information memorandum review. We conduct preliminary financial analysis, competitive landscape assessment, and risk identification.

Duration: 2–3 weeks  ·  Required: Full IM, 3–5 year financial model
04
Due Diligence

Comprehensive due diligence covering legal, financial, operational, tax, and commercial dimensions. Specialist advisors are engaged as required. Management interviews, site visits, and reference checks are conducted.

Duration: 4–6 weeks  ·  Coverage: Legal, financial, operational, tax, commercial, ESG
05
Investment Structuring

Following successful due diligence, we structure the investment — defining equity/debt structure, governance arrangements, board representation, performance covenants, exit provisions, and investor protections.

Duration: 2–3 weeks  ·  Output: Term sheet, heads of agreement, structure memorandum
06
Approval & Documentation

The final investment proposal is presented to and approved by the Investment Committee. Legal documentation — Shareholder Agreements, Subscription Agreements, or other applicable instruments — is prepared and executed.

Duration: 2–4 weeks  ·  Output: Executed legal agreements, completion checklist clearance
07
Funding & Execution

Following completion of all conditions precedent, capital is deployed per the agreed investment structure. Governance is established and the investment is integrated into our active monitoring framework.

Duration: 1–2 weeks  ·  Output: Capital deployment, governance establishment
08
Ongoing Monitoring

We maintain an active, hands-on approach throughout the investment lifecycle — quarterly performance reviews, board engagement, and proactive value-creation initiatives.

Frequency: Quarterly formal reviews, ongoing strategic dialogue
Investment Criteria

What We Look For

Investment Size

S$1M – S$50M+ depending on sector, geography, and structure.

Investment Horizon

3–10 year horizon aligned with patient, value-oriented capital deployment.

Geographic Focus

Primary: Singapore and South-East Asia. Selective: broader Asia-Pacific and global.

Preferred Sectors

Real estate, infrastructure, technology, manufacturing, logistics, and financial services.

Management Quality

Strong management track record and governance credentials are a core investment prerequisite.

ESG Alignment

All opportunities assessed against our ESG framework. Sustainable practices are strongly preferred.

Begin the Process

Ready to Submit Your Opportunity?