Targeted Investments

Our executive management team is anchored by industry and product generalist investment professionals able to invest in a range of industries–principally targeting companies with a history of stable cash flows, proven competitive advantages and experienced management teams.

In addition, we place a high priority on market-leading companies with identifiable growth prospects that can generate significant free cash flow. Highly attractive sectors include information technology services, media, business services, and entertainment.

As a long-term and value-oriented investor, we analyze each investment with a primary focus on minimizing downside risk, protecting invested principal and generating an appropriate risk-adjusted return.

Our investment strategy relies heavily on intensive due diligence, structuring expertise, disciplined underwriting and active portfolio management. We prefer to serve as agent and/or lead the transactions in which we invest. We also seek board representation or access as appropriate in order to enhance our ability to achieve our investment strategy and to be a more value-added partner for our portfolio companies.

We also selectively consider third-party-led senior and subordinated debt financing, review portfolio purchases and opportunistically consider the purchase of distressed and discounted shell corporations with reorganization opportunities.

CURRENT PORTFOLIO:

OUR INTERESTS:

Submitting A Business Plan

Start-up and emerging growth companies face unique challenges. With the state of the economy as it is, this is a great time for the emerging growth company to gain traction, yet it is a difficult time to raise capital. We seek out entrepreneurs globally who have the intelligence, vision, and drive to create products and services that change the world. Zuma has created a unique and powerful process to help guide emerging growth companies. Zuma’s structured plan assists our portfolio companies with both the raising of capital and the development of their businesses. This process places the company in a position to grow now and be in an optimum structure for success with a long view emphasis.

Ready to change the world? Zuma supports innovative entrepreneurs wherever they are. Through the combined power of the global Zuma network, we provide the experience, expertise, and contacts to help take your company to the next stage and beyond. We look for great ideas in many sectors including: information technology, media, entertainment, and emerging growth investments poised to provide financial return though an enhanced understanding of long-term economic, environmental and social trends. We like to keep an open mind and consider unique opportunities.

We know that successful founders surround themselves with successful people – so we support your desire to build your own team and run your own business. We’re enthusiastic about meeting you and helping you succeed.

Send your business plan via e-mail to ir@zumanation.biz, or mail to:

Zuma Beach Management Corp
3420 N San Fernando Blvd, Suite 200
Burbank, CA 91504

It may take several weeks for us to get back to you because we review all submissions.

Your business plan should contain the following information:

1. Investment size and structure requested
2. Description of the product or service
3. Brief history of the company
4. Business and marketing strategy
5. Analysis of the market and the competition
6. Full resumés of key management (highlighting industry and market expertise)
7. Current financial statements and projections

Your plan should be a working document for the company, used in long-term planning, and not simply a sales tool for fund-raising.

Note: We do not sign NDAs. We receive so many plans each week that if we were to sign every NDA request, we would quickly be swamped with legal documents. Our reputation depends on our professionalism and our ability to maintain the trust of the entrepreneurs with whom we work. We will take care to keep your materials confidential.