ROI Tactics © 2013



ROI Tactics investment guidelines include:

  • Emphasis on early-stage, growth-oriented companies that have or expect to generate revenues in the near term.
  • Focus on companies which provide patentable products, as well as service-based companies which differentiate their offerings through the use of technology.
  • Potential to generate above-average returns.
  • Investment liquidity to be realized within three to seven years.





  • Emphasis on companies based in the continental United States with selective investments in other geographic areas.
  • Investments must meet stringent criteria for market size, revenue potential, profit margin, and eventual liquidity.
  • Potential portfolio companies must have superior management teams and a desire to use ROI Tactics' expertise and strategic guidance.