What We Look For


        Charleston Angel Partners seeks early stage companies in the Southeast that are run by quality teams of individuals who offer innovative solutions to large market problems.  The following are sought after, though not required, attributes of Charleston Angel Partner investments:

  • Seeking an investment of $50,000 to $1,000,000 in a seed, angel, or series A round

  • Potential to be valued at, or over, $30,000,000 in three to five years

  • Maintain an independent board of advisors with industry-specific expertise

  • Have raised seed capital from a previous round(s) of funding

  • Reasonable valuations



        We seek to provide our applicant companies with clear communication and a transparent vetting and due diligence process.  When a company passes the Charleston Angel Partners investment process, members invest on an at-will basis.  Companies that join our portfolio enjoy access to the expertise and connections of our membership.  Members who choose to invest in these prospective businesses often become advocates on their behalves.


Below is a brief overview of our investment process:

  1. Initial screening and analysis

  2. Invitation to make a live presentation to the group

  3. Immediately following the pitch the group will decide to either:

    • Proceed to due diligence

    • Track with recommended milestones

    • Pass on the investment opportunity

  4. If approved for due diligence, an internal team will review your prepared documentation and hold a series of calls and/or meetings to gain a detailed understanding of your company

  5. If recommended for investment, you will be asked to attend a final meeting for a final question and answer session






  • Executive Summary of Company (1 page)

  • Business plan, including sales plan, marketing plan and product development plan

  • Year-to-date (YTD) and Historic Financials (if available)

    • Profit/Loss and Balance Sheet

  • 3 year pro forma financials (first year by month, yrs 2-3 annually)

  • Investor Pitch Deck (PowerPoint)

  • 6, 12, and 18 month corporate milestones

  • Current operation monthly cash spend and current cash on hand

  • Detailed use of cash / proceeds

  • Financing needs / investor strategy

  • Leasing agreements

  • Loan agreements

  • Outstanding tax liabilities

  • Press releases / articles

  • Competitive business review (competitive landscape)

  • Key contracts and partnership agreements

  • Grant status: SBIRs, STTRs, etc.

  • Exit strategy thoughts

  • Investment banking and brokerage relationships (if any)


  • LLC Operating Agreement or Certificate or Articles of Incorporation and By-Laws

  • Shareholder Agreement(s)

  • SEC Form D stock issuance filings

  • Capitalization table (breakout of ownership interests)

  • Licensing agreements (if applicable)

  • Patent filings (provisional, utility, design, plant, PCT, etc.)

    • include trademarks and copyrights

  • Contact info for patent and corporate attorneys


  • Resumes or bios of startup/management team (including advisory board or board of directors)

  • Organizational chart

  • Hiring (manpower) plan

  • Employment Agreements (non-competes, confidentiality, assignment of inventions, severance, etc.)

  • Reference lists for startup/management team (some many be duplicated as requested below)

  • Reference list for the Company (customers, strategic partners, industry veterans, advisors, etc.)