Efficient Mutually Transparent Process
Applying for a venture capital investment from a marketing partner like us is straightforward
More than venture capital: we’re growth partners. No loans, no CMOs, no massive overhead. Just expert marketing, proven strategies, and the capital needed to support growth.
Sitetrail generated over $1Billion in revenue for our clients worldwide
We usually invest in the following industries
We encourage you to apply if your business is not listed above!
Applying for a venture capital investment from a marketing partner like us is straightforward
Complete our quick application form and provide basic financial documents (e.g., P&L statements, bank statements). This helps us understand your business, its earnings, and growth potential.
We evaluate your business and provide a clear, no-obligation offer. This includes the investment amount, equity percentage, and how we’ll work together to grow your business.
Once the agreement is finalized, we invest in your business and immediately begin optimizing your marketing strategy. Through monthly strategic meetings, we help you cut unnecessary costs, scale effectively, and maximize profitability.
We evaluate a range of factors to determine companies eligible for investment. This typically this includes:
1. Owner’s Discretionary Earnings (ODE):
As business owner, you should already earn between $15K and $100K per month ODE from the business.
A key criterion we evaluate is whether your business can allocate 5% of its current monthly earnings to us as a new shareholder while ensuring you can continue operating and living comfortably.
2. Annual Revenue:
Minimum annual revenue of $300K to $2M.
3. Business Age:
Minimum of 1 year in operation.
4. Growth Potential:
Clear potential for scalability without significant physical expansion.
5. Debt and Financial Health:
Debt should not exceed 2.5X annual ODE (or comparable metrics).
6. Customer Base:
Diverse customer base with no single client accounting for more than 30% of revenue.
7. Owner Commitment:
Owners must be actively involved and open to implementing strategic recommendations.
Businesses where the owner is seeking a full exit are not ideal targets.
8. Operational Transparency:
The business must provide clear financial documentation, including:
1–2 years of P&L statements (or 1 year for younger businesses).
Recent bank statements.
Details of any outstanding debts or liabilities.
9. Review and Reputation:
The business should have a manageable reputation with issues that can be mitigated or reversed through operational improvements or marketing.
10. Marketing Readiness:
Businesses with underutilized or ineffective marketing strategies that can benefit from expert guidance.
Indicators include a limited online presence, poor branding, or low customer retention.
11. Scalability Without Physical Expansion:
Focus on businesses capable of growing without requiring additional physical locations.
Includes subscription services, digital products, or service-based businesses.
Scenario 1: Company with Zero Debt
For a company with discretionary earnings of $50,000 per month ($600,000 annually) and no debt, the business would be valued at approximately 2.2X annual earnings. In this case, the valuation would be $1.32 million. For a 5% stake, our investment would typically be around $66,000.
Scenario 2: Company with Debt
For the same company with $50,000 per month in discretionary earnings but carrying $500,000 in debt, the valuation would be adjusted to account for the debt, resulting in a net valuation of $820,000. For a 5% stake, our investment would typically be around $41,000.
Key Insights
Companies with no debt command higher valuations and, therefore, a larger investment for the same equity stake.
Companies with debt have a reduced valuation due to the financial risk, leading to a lower investment amount for the same ownership percentage.
Debt impacts how much equity we’re willing to pay for, but businesses with manageable debt can still be excellent investment opportunities if their growth potential outweighs the risk.
Once you submit your application and provide the required financial documentation, we typically complete our review and make an offer within 2–4 weeks. The final agreement and funding process usually take another 1–2 weeks, depending on the complexity of the deal.
No, our investments are typically for a minority stake (e.g., 5%), meaning you retain full operational control of your business. We act as strategic advisors and partners, not decision-makers.
By partnering with us, you gain access to investment capital and expert strategic marketing support, helping your business grow without the burden of expensive overheads. We help you cut marketing management costs by up to 90%, eliminating the need for a high-cost CMO or marketing team. Our focus is on long-term growth, with our primary profit coming from being an equity partner, not from charging agency fees. You keep operational control while gaining a partner invested in your success.
Finally, remember that wage inflation is killing American businesses – and access to expertise is the main barrier to growth for SME’s. This is where we make the biggest difference in your business.
No. When you sell a stake in your business – the money you raise is yours. However, a portion of the payment may come from us in the form of services. For example if we make a $80K investment in your business, $75K may be in cash and $5K in top-tier PR coverage we arrange for you.
If your business faces challenges, we work with you to identify issues and implement strategies to improve performance. Our success is tied to yours, so we’re committed to helping you overcome obstacles and get back on track.
No. The revenue-sharing agreement is tied to our role as strategic partners. If you choose to buy back our equity stake in the future, the revenue-sharing arrangement can be renegotiated or terminated.
Yes. We’re open to buy-back options, allowing you to regain full ownership in the future. Buy-back terms will be based on the current valuation of your business at that time.
If you decide to sell your business, we collaborate with you to position it for a successful sale. As minority shareholders, we share in the proceeds based on our equity stake and support you in maximizing the business’s value during the process.
This partnership creates a mutually beneficial dynamic by aligning our goals with yours. You gain access to the capital and strategic marketing expertise needed to scale your business, while eliminating the overhead of hiring a costly CMO or senior marketing managers. We share in the risks and rewards as equity partners, ensuring our success is tied directly to yours. By leveraging our proven strategies, you can cut unnecessary expenses, optimize operations, and drive sustainable growth. Our primary profit comes from the success of your business—not from high consulting fees—making this a collaboration focused on maximizing long-term value.