Investment Criteria

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Central Valley Fund ("CVF") seeks to invest in:

  • Later-stage companies experiencing a financing event and seeking expansion capital, acquisition capital, or capital to refinance the business.
  • Companies with principal operations in California, especially within our targeted geographic region—the California Central Valley. CVF will also selectively consider transactions from companies outside the region.
  • Companies in business at least 5 years with at least 3 years prior audited financial statements.
  • Companies with at least $5M in sales and a strong competitive position.
  • Companies with a strong management team in place or previously identified as part of an acquisition. Meaningful management ownership stakes and appropriate incentives are important.

CVF will also review those situations in which companies do not meet the stated criteria if the firm can demonstrate a compelling rationale.