How we evaluate opportunities
Apex's investment approach emphasizes a disciplined and careful evaluation of
each business opportunity, taking into account the following criteria:
Market - We seek opportunities that address large and/or rapidly growing markets
with real, unmet or under-served customer needs.
Team - The single most important factor in the success of a start up or a high
growth business is the quality of the entrepreneur(s) and executive team.
Product or Service - We look for proprietary and/or differentiated products or
services that are capable of effecting technological innovations or business
transformations that create significant value for the end customers.
Business Model - A successful company will not only create customer value, but
will also have a well thought-out business design that allows the company to
capture and protect a significant portion of the value created.
How we work with companies
We believe the real work begins after an investment is made. Each member of the
Apex team brings extensive industry, operating, and investment experience to the
firm's role as an active investor/partner. We works closely with the
entrepreneurs to develop a sound business strategy, build an effective
organization, and implement a scaleable operating infrastructure to achieve
business success. Apex serves (or have served) on the boards of more than 75
percent of its portfolio companies.
Typical Apex role includes:
Assistance in product, marketing, and sales strategy development
Assistance in recruitment and organization development
Assistance in competitive assessment and business model design
Introduction to technology partners
Introduction to potential customers or distribution partners
Planning, coordination, and origination of subsequent financings
Exit planning and execution