Keiretsu members understand that searching for funding can be a 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. Please call or email your local chapter for an updated meeting schedule and to RSVP.
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. Companies that do not fit these parameters but have compelling characteristics that might appeal to our investor base are welcome to apply.
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 Keiretsu Forum Rockies Process
1. Apply: Directly or through Preferred Partner Program
Tell us about your company. There are two paths available to be considered for a deal screening with the Keiretsu Rockies Chapters.
A) Submit an online application, which will be reviewed on the basis of readiness and suitability for the Keiretsu Forum Network.
B) Participate in ConnectNow, an access-to-capital program offered by our partner Innovation Pavilion in conjunction with Pluribus Capital. ConnectNow facilitates pre-qualification for Keiretsu Rockies Deal Screenings and provides additional access-to-capital services.
2. Deal Screening
We invite companies that are a potential fit for presenting to Keiretsu Forum Rockies to be screened through an in-person (Denver or Vail) or remote presentation to our deal screening committee. Each deal screening includes a 7-minute presentation and a 7-minute Q&A session. Qualifying companies are then invited to present to prospective investors at a Keiretsu Forum meeting. In some circumstances, the committee may recommend that a company make additional progress in its development and/or presentation and then be considered at a later time. The deal screening committee is comprised of chapter leaders, investment professionals, and industry experts.
3. Keiretsu Forum Meeting
Selected companies are invited to present at a Keiretsu Forum Rockies chapter meeting. Each presentation includes a 10-minute presentation and a 10-minute Q&A session. After all presentations conclude, the Keiretsu Forum members discuss the companies in a closed-door session. Following their discussion, the entrepreneurs are provided an additional opportunity to receive and respond to feedback. At the close of each meeting, members provide indications of investment interest to chapter leaders. (Denver chapter meetings are video-streamed and recorded for password-protected access by members who are unable to attend but may wish to participate and follow-up with indications of interest.) Keiretsu Forum Rockies charges a fee for administration and management to companies that present to its chapters (with the exception of certain ConnectNow clients).
4. Due Diligence
Following the chapter meeting presentations, companies begin the due diligence phase in conjunction with those Keiretsu Forum members that showed an interest in investing. Generally, one or two members will take the lead in due diligence and deal negotiations with the company. Keiretsu Forum members collaborate in the due diligence, but make individual investment decisions. The Keiretsu Forum Due Diligence Handbook, which was prepared by Keiretsu Forum members, details the due diligence process.
5. Multi-Chapter Investing & Syndication
After a company has presented to a Forum chapter and received investment interest, 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.
Note: 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 sharing under these terms.