ITIG Investment & Funding Process

A structured pathway from initial inquiry to capital disbursement

At International Trade & Investment Group (ITIG), our investment mandate is to catalyze sustainable growth by funding high-impact ventures, infrastructure projects, and scalable enterprises across strategic global markets. We focus on aligning capital with innovation, resilience, and long-term value creation.

1. Initial Inquiry & Eligibility Check

Submission:

Prospective clients initiate contact via the website or direct referral.

Basic Requirements:

Client submits a short form outlining:

  • Project summary
  • Funding amount required (min. $1M, max. $1B)
  • Use of proceeds
  • Executive summary or pitch deck

Internal Screening:

ITIG evaluates eligibility fit:

  • Sector alignment
  • Geographic focus
  • Project stage
  • Minimum documentation compliance
2. Introductory Call / Zoom Meeting

A Zoom call is scheduled with the client and our investment team.

Objective:

understand the business, key stakeholders, capital need, and investment rationale.

Non-Disclosure Agreement (NDA) signed, if not already.

3. Application & Document Submission

Formal Application Package Requested, including:

  • Detailed business plan or Information Memorandum
  • Financial statements or pro forma
  • Capital structure
  • Projected returns / exit strategy
  • Legal registration and KYC documents
4. Due Diligence Phase

Commercial Due Diligence

  • Market validation, feasibility, and competitive landscape

Financial Due Diligence

  • Balance sheet analysis, cash flow review, financial modeling

Legal & Regulatory Due Diligence

  • Entity verification, compliance standing, licenses

Technical/Operational Due Diligence

  • For infrastructure or specialized projects (e.g., renewable energy, tech platforms)
5. Risk Assessment & Structuring

Risk Scoring:

Internal matrix assesses:

  • Creditworthiness
  • Sectoral risk
  • Country/market risk
  • Sponsor track record

Investment Structuring:

  • Equity, debt, mezzanine, or hybrid solutions
  • Tranche-based release, milestones, or covenants
6. Internal Investment Committee Review

Full proposal prepared by the deal team

Presented to the Internal Investment Committee (IIC)

  • Evaluates risk/reward profile
  • Confirms strategic alignment with ITIG mandate
  • Approves, defers, or declines proposal
7. Term Sheet Issuance

If approved, a Non-Binding Term Sheet is issued to the client

Includes:

  • Investment amount
  • Structure and pricing
  • Conditions precedent
  • Timeline and disbursement plan
8. Final Agreements & Legal Closing

Legal counsel finalizes documentation (Subscription Agreement, Loan Agreement, etc.)

Conditions precedent are met (KYC, board approvals, legal filings)

9. Capital Disbursement

Funds are disbursed via designated channels

Depending on structure:

  • Single payment
  • Milestone-based
  • Escrow-controlled
10. Post-Investment Monitoring

Regular reporting by the investee

Portfolio monitoring team tracks:

  • Performance KPIs
  • Risk exposure
  • Compliance

Ongoing engagement (board seat, advisory, strategic support).