Investment & Process

The OTA draw on the collective expertise of its Managers, Business Development Partners and Members to attract and evaluate investment opportunities.
Entrepreneurs wanting to bring an opportunity to the OTA’s attention should contact the Fund by submitting their detailed idea here. To introduce an opportunity, entrepreneurs complete the application process which includes:

• The problem you solve
• The technology behind your solution, and how is it protected
• Size and growth rate of the potential market
• Current and likely future competitors
• Sales and marketing plan
• Your team of managers, investors, professional service providers and advisors
• The milestones achievable with the capital requested, plus future funding plan
• Financial overview
• Valuation metrics and the possible timing of the liquidity event

Please follow the application guidelines here. Since the Fund cannot sign Non-disclosure/Confidentiality Agreements, entrepreneurs must be judicious regarding the extent of proprietary information revealed. The OTA management team will recommend opportunities conforming to the Fund investment criteria for presentation to the OTA’s Investment Screening Committee (ISC). Entrepreneurs presenting to the ISC are expected to pay a fee of $300. This fee is to defray meeting costs and should be paid on or before the date of the presentation.