1. Plan
Capital investment takes time—on both sides. As soon as you realize you need more equity, start planning.

2. Contact
Call CFB. We'll discuss your situation, explain what we do and see if you and we might "mesh". All in the course of a few minutes.

3. Submit a business plan
If the fit's right, we'll ask you for a detailed description of your business—in writing. We'll scrutinize it and decide whether to move forward.

4. Give-and-take
If we do move forward, we'll ask you lots of questions—and hope for fast answers. We'll also, of course, promptly answer your questions. We may want to tour your facility or meet your managers.

5. Get a decision
We'll decide whether you're a suitable investment candidate for CFB. If you're not, we'll refer you to other capital sources, or suggest ways to make your company more appealing to investors.

6. Mail letter of intent
If we decide to invest, we'll send you a detailed letter of intent.

7. Start due diligence
Once we've both agreed on the letter of intent, we'll begin our due diligence. Our advisors may help us.

8. Sign a term sheet
The term sheet will detail the entire transaction. Signing it will bring us close to closing the deal.

9. Finish due diligence
Once the term sheet's signed and due diligence is concluded, you'll receive your initial money.

10. Succeed together
As advisors to your management, we'll do everything in our power to help your company grow. And thrive. And prosper.