Membership FAQ's

At Keiretsu Forum Northwest & Rockies, our members are the heart of our investment community. We foster growth by collaborating, sharing expertise, and contributing to the success of our portfolio companies.

Please complete the New Member Candidate Application to begin your investment journey with us. We've also included a list of FAQs below to assist you. If you have additional questions, feel free to reach out to Stephanie Haaf, Director of Membership, at (206) 529-3687 or shaaf@keiretsuforum.com.

Becoming a Keiretsu member unlocks a wide range of benefits designed to enhance your investing journey, including high-quality deal flow, syndicated deals, due diligence support, networking opportunities, and more. Read here about everything that makes Keiretsu Forum a unique angel investment ecosystem.

Keiretsu Forum members are "Accredited Investors", as defined in Regulation D under the Securities Act of 1933 and other applicable securities laws and regulations. A Keiretsu Forum member is: 

• An active private equity investor
• A trusted, honest, and respected member of our business community
• A contributor of time, wisdom, and experience to our portfolio companies
• Someone who enjoys building relationships with other members
• Members in the offshore chapters adhere to the regulations of their host countries.

There are six types of memberships at Keiretsu Forum:

• Accredited Private Investors - High Net Worth Individuals
• Venture Capital and Strategic Corporate Partners
• Academic Members
• Family Offices
• Corporate Investors
• Entrepreneur in Residence (EIR)

The Keiretsu membership structure comprises 80% accredited private equity (angel) investors and family offices, 10% venture capital firms, corporate investors, sponsors, and 10% resource members.

Keiretsu Forum's annual membership fee is $3,500 for the first year, and the renewal fee is $3,000. This global access fee allows members to attend all regular monthly meetings at any of our chapters and all member benefits listed above. We do not take any equity, success fees, warrants, or any other fees.

Corporations, Entrepreneur in Residence, venture funds, and family offices are subject to a different fee structure and should reach out to Keiretsu Forum Northwest to learn more. 

All Keiretsu members invest independently while collaborating on due diligence and establishing investment terms. Your investment decision is entirely your own and not influenced by other members. Since companies can seek funding across the Keiretsu network, you may also work with members from other chapters to complete due diligence and negotiate a unified term sheet.

Members must indicate their interest in a company on the Gold Sheets provided at each meeting. Keiretsu chapter managers consolidate all comments and interest levels to share with the entrepreneur. Members interested in a particular deal are connected to collaborate on due diligence and term sheet negotiations.

Keiretsu members collaborate on deals in two ways: 

1. Due Diligence: A lead Keiretsu member is chosen to champion the due diligence effort along with other members interested in a particular deal. This lead coordinates the other interested members and delegates due diligence responsibilities following the Keiretsu Due Diligence Platform. The lead will ultimately consolidate the information into a final due diligence report. This report is then shared with all interested parties to inform their investment decision.
    
2. Term Sheet: Members of the Due Diligence team negotiate favorable deal terms with the company seeking funds. This term sheet is then shared with all members considering investment.

All members invest on an individual basis and are not part of a collaborative fund or limited partnership. However, members generally invest in one term sheet. The term sheet is generally negotiated by the group of angels leading the due diligence process, along with input from the rest of the participants. Companies in syndication (multi-chapter investment) arrive at the region with a full due diligence report and term sheet in hand. 

Keiretsu Forum meetings are held every month. The first and third Wednesdays are booked for Deal Screening, where 6-7 companies present their opportunities. Members then select the top 2–3 companies for the Forum meetings. In the week following Deal Screening, these selected companies present at eight Northwest and Rockies Chapter meetings in Vancouver BC, Bellevue, Seattle, Portland, Boise,  Salt Lake City, Boulder, and Denver, with a remote broadcast to our virtual chapter and global audience.

Yes, the Keiretsu Forum team will send you a link to download the Forum booklet, which will include the summaries of presenting companies and the Due Diligence kick-off calls schedule. 

Yes, members can invest in Keiretsu Capital. The Keiretsu Capital Co-Investment Funds focus on generating impressive returns from high-quality emerging companies funded by Keiretsu Forum, the world’s largest angel investor network, and other top-tier angel groups. For more information, visit www.keiretsucapital.com.