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INVESTMENT
CRITERIA
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The four funds managed by Coleman Swenson are Franklin Capital Associates L.P.
("FCA"), Franklin Capital Associates II L.P. ("FCA II"),
Franklin Capital Associates III L.P. ("FCA III") and Coleman Swenson
Hoffman Booth IV L.P. ("CSHB IV"). The portfolios of FCA and FCA II
were balanced between the product and service segments of the healthcare industry.
FCA III invested primarily in privately held services, information systems, and
telecommunication companies exclusively in the healthcare industry with CSHB IV
serving as a later stage source of funding. Coleman Swenson usually serves as
lead investor in the financing and is represented on the Board of Directors of a
portfolio company. Typically, the investment range is $1-7 million. Over 60% of
fund investments have been in seed and start-up companies, and Coleman Swenson
often incubates outstanding management teams while developing business
opportunities.
The following characteristics are basic criteria for reviewing a venture capital investment opportunity: The company must provide healthcare or life sciences related products, services, or information technologies.
Cost Effectiveness
and Efficacy The company should fulfill a major need and serve a demonstrably large market.
Management Significant barriers to competitive entry or a proprietary position in the market place is required. Return on Investment |