Key to success is a disciplined investment process formed by Eschelon's principal, financial, and operating experience in the sector and tested successfully during difficult markets.

Analysis of critical attributes - all must be present for an investment

Strong management - record of ability to navigate through tough industry conditions, shareholder value focused, high energy, sector expertise
Viable business plan - stress tested on key variables for a wide variety of outcomes, reasonable growth projections, necessary capitalization
Value-added co-investors - sector expertise, long-term ability to fund company, active investors, like-minded
Appropriate valuation - given risk, ability to build significant value for investors, governance and control, financing terms and conditions

Investment Committee formally reviews each proposed transaction

Consists of General Partner team

Execution and Operation

After formal review, final due diligence includes principal background checks and in-depth analysis of operations and financials
Third party resources mobilized where necessary to assist in investment, due diligence, and monitoring processes
Team actively participates with portfolio companies on a regular basis through board meetings, detailed reporting systems, and active involvement in company strategy and direction

Prompt distribution of cash and prompt sale / distribution of public securities post lock-up

Eschelon helps portfolio companies find liquidity and additional capital in many different ways
Holding public market positions without board influence not a focus