Your time is valuable. Our application process is intended to be straight-forward and efficient. Annie Capital accepts applications on an ongoing basis and our assessment typically takes three months from submission to investment. We will be in touch throughout the process so you know exactly where your application stands.

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Our key process milestones include:

  • Application Submission: In order to be considered for funding, you will need to complete an online application. We ask for general information about you, your company and some critical information about the performance of your business and where you want to go.  
  • Pre-Screening: We measure whether or not your company is compatible with our Investment Preferences and eliminate applications that are incomplete.

  • Screening: If our initial review indicates that we’re a good match, we’ll dive further into the data you’ve provided, including your financial performance.

  • Pitch: The application tells part of the story, but for us, we place the greatest value in meeting with you in-person. We’ll invite you to make your pitch, engage in a conversation and answer any additional questions.

  • Due Diligence: If the meeting goes well, our next step is due diligence. We think it’s in both of our best interests to examine the market and your business model to validate the proposal. We invest with our eyes wide open so will ask for further documentation and reporting.  

  • Term Sheet: Once we move through due diligence and feel confident in our collaboration potential, our Term Sheet will be developed to guide our investment agreement and determine the relationship between you and Annie Capital.

  • Investment: When the Term Sheet is executed, the funds will be wired to your account and officially begin our partnership.