Step 1: Onboarding & Account Setup

For Businesses:

• Sign up on InvestorMerge by providing basic business details.
• Complete your business profile, including industry, stage, and funding needs.
• Upload a company logo, business overview, and investment pitch details.

For Investors:

• Register on InvestorMerge as an individual investor, venture capitalist, or corporate funder.
• Define investment criteria, such as preferred industries, risk tolerance, and funding range.
• Gain access to business listings that match your investment profile.

At this stage, both businesses and investors gain access to the platform, preparing them for the next phase of engagement.

Step 2: Business Listing & Investor Preferences

For Businesses:

• Create a detailed business listing, including:
  • Company overview
  • Funding needs & investment offer
  • Growth potential & market strategy
  • Financial performance (optional)
  • Team members and company milestones

For Investors:

• Set investment preferences, including:
  • Preferred industry sectors
  • Business growth stage (Startup, Scaling, Mature)
  • Investment size & funding models (Equity, Debt, Hybrid)

Once businesses list their profiles and investors define their preferences, InvestorMerge’s smart matching system begins connecting the right businesses with the right investors.

Step 3: Matching & Discovery

Smart Matching Process:

• InvestorMerge uses a data-driven algorithm to match businesses with investors whose funding preferences align with the business’s profile.
• Businesses receive a list of potential investors who have shown interest in similar opportunities.
• Investors get curated recommendations for businesses that fit their investment profile.

Search & Browse Features:

• Investors can search for businesses using filters such as industry, funding amount, revenue potential, and risk level.
• Businesses can track which investors have shown interest in their listings.

This phase ensures that both businesses and investors identify high-potential opportunities efficiently, saving time while maximizing success rates.

Step 4: Investor Engagement & Communication

Once a match is made, businesses and investors enter the communication phase to discuss funding opportunities further.

For Businesses:

• Send a personalized introduction to interested investors.
• Share investment proposals, financial reports, and business plans.
• Schedule video meetings or in-person discussions.

For Investors:

• Review business profiles & investment documents.
• Ask for clarifications and due diligence documents.
• Schedule meetings or direct negotiations.

InvestorMerge provides built-in messaging and video conferencing tools, ensuring a secure and efficient discussion platform for both parties.

Step 5: Funding & Deal Closure

Once an investor decides to invest, the process moves to the funding and agreement stage.

Key Steps in Finalizing Investment:

• Due Diligence: The investor reviews all documents, financials, and legal aspects of the business.
• Term Sheet Agreement: The business and investor sign a preliminary agreement outlining funding terms.
• Contract Finalization: A formal investment agreement is created with legal oversight.
• Funding Transfer: Investor funds are securely transferred, either as an equity investment, debt financing, or structured funding model.

InvestorMerge ensures that all transactions are secured, legally compliant, and transparent, minimizing risks for both parties.

Step 6: Post-Funding Support & Business Growth

Once a business has secured funding, the journey does not end. InvestorMerge provides ongoing support to ensure business success and investor satisfaction.

For Businesses:

• Gain access to mentorship, networking events, and growth resources.
• Receive support in scaling operations, marketing, and investor relations.
• Track investment utilization and report progress to investors.

For Investors:

• Monitor business performance and growth metrics.
• Receive quarterly updates and financial reports from funded businesses.
• Option to increase investment or participate in follow-up funding rounds.

This ensures that businesses not only secure capital but also use it effectively for long-term success, maximizing returns for investors.