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Submitting a Plan
Wakefield typically hears about new investment opportunities through referrals. While entrepreneurs may submit business plans directly, a better way to engage our firm is through someone who:
  • Knows both Wakefield and the entrepreneur, and
  • Has confidence about the fit between the new venture and our firm.
Examples of sources who frequently refer new venture ideas to Wakefield include:
  • Other entrepreneurs (e.g. from Wakefield's current portfolio)
  • Professional service firms (e.g. lawyers or accountants)
  • Leaders from the community or regional academic institutions
  • Other investors (e.g. individuals, "angels," or other venture capital firms)
> How to Submit Your Plan
Tom Nelson's thoughts on Wakefield's goals
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