To apply to present at Keiretsu Forum, please fill out the online application. Keiretsu Forum does not sign any Non-Disclosure Agreements. Any executive summaries and other supporting documents submitted to Keiretsu Forum for consideration will not be treated as confidential even if marked confidential. Please include only information that you are comfortable to share under these terms.
Keiretsu members understand that searching for funding can be daunting process to even the most experienced entrepreneur. To get a better understanding of the process, we encourage companies interested in presenting to attend a meeting of the Forum in the local chapter prior to applying.
Companies that apply to Keiretsu Forum are typically in their A or B rounds, usually having already raised $500K to $1.5m from the founders, friends, and family. Most of the applying companies have some revenue, and are seeking $500K to $2m in growth capital.
Keiretsu Forum members invest in high-quality diverse investment opportunities in automation & instrumentation, consumer products, energy, financing, food & beverage, health care/life sciences, internet related, real estate, services, social ventures, software, telecommunications, and any other segment with high growth opportunity.
The process of selecting companies that present to Keiretsu Forum is:
Interested companies complete the online application.
2. Committee Pre-screening
The applications are pre-screened by members with industry experience, i.e. Software Committee, Health Care / Life Sciences Committee, Real Estate Committee, Telecommunications Committee, Media/Entertainment, Automation & Instrumentation Committee, Food & Beverage, Clean Tech Committee. Based on the committee recommendation, 7-10 companies are selected to present at the Deal Screening.
3. Deal Screening
The presentation is 15-minutes long, using no more than 10 Power Point Slides. Keiretsu Forum recommends a 7-minute core presentation followed by an 8-minute Q&A session.
The Deal Screening selection is a very democratic process. After each presentation the 15-20 members in attendance discuss the positive aspects and any concerns, and then vote anonymously. At the end of the deal screening based on the vote 4-5 companies are invited to present at the Keiretsu Forum meeting. In certain cases, the Screening Committee recommends that a company hits certain milestones or answers certain questions before it may go on to present to the Forum.
4. Keiretsu Forum Meeting
The companies that are selected at the Deal Screening present in front of the full Forum. The presentations are 20 minutes long. Keiretsu Forum recommends a 10-minute core presentation followed by a 10-minute Q&A session. After each entrepreneur presents, interested investors fill in an Interest List (Gold Sheet). After all presentations conclude, the presenting entrepreneurs are excused and Keiretsu Forum members discuss the companies.
5. Due Diligence
The Company then enters into a due diligence phase with the Keiretsu Forum members that signed the interest sheet. It is common for one or two members to take the lead in due diligence and negotiations with the company. Keiretsu Forum members collaborate in the due diligence, but make individual investment decisions. Review the Keiretsu Forum Due Diligence Handbook, which was prepared by Keiretsu Forum members, in preparation for the due diligence process.
6. Multi-Chapter Investing
After a company has presented to the chapter in the closest geography and has received investment interest traction from members of that chapter, the company then has the unique opportunity to present to other chapters of their choice. Members of each chapter conduct their own due diligence and make their own investment decisions; however they benefit greatly from shared due diligence.
7. Keiretsu Capital Co-Investment and Opportunity Fund
The Keiretsu Capital Co-Investment and Opportunity Fund has the investment objective of generating significant capital appreciation primarily through investment in high quality emerging companies that have been funded by the world’s largest angel investor network, Keiretsu Forum, as well as other top tier angel groups.
For companies that are applying to Keiretsu Forum, the fund can be an additional source of capital. In order to request an investment from the fund, companies must have first completed due diligence with Keiretsu Forum or with another top tier angel group and be in the process of closing successful funding from angels associated with that group or groups. Once these milestones have been met, companies are welcome to apply to Keiretsu Capital for funding as well as for additional support such as syndication to Keiretsu Capital’s network of funding organizations and investor networks. For additional information about Keiretsu Capital please follow the link to www.keiretsucapital.com