Investor FAQ’s

What’s included in my Keiretsu membership?

Beyond the superior networking there are numerous benefits to becoming a Keiretsu Member:

  1. Monthly meetings (at any of the global Keiretsu chapters)
  2. Access to the Keiretsu Connect
  3. Access to the Proseeder deal tracking and deal information repository
  4. Participation in Keiretsu committees (Deal Screening, Due Diligence, Life Sciences, etc.)
  5. Attending annual special meetings (eg. Deal Expo, Cleantech Forum, Due Diligence Committee, etc.)
  6. Access to global angel network (3,000+ angels and growing)
  7. Due Diligence resources (DD Platform, DD Kick Starter)
  8. Participation in deals that have multi-chapter syndication funding
  9. Ability to introduce companies for Keiretsu deal screening
  10. Discounted access to Keiretsu Academy North workshops and courses

What are the annual Keiretsu membership fees?

Keiretsu Forum Central Canada charges an annual membership fee of CAD 1500 + HST per member.  This is a global access fee that allows members to attend all regular monthly meetings at any of the 50 chapters as well as access to Keiretsu special events (Keiretsu Deal Expo, Cleantech Forum, etc.) and all member benefits listed above. Corporations, venture funds and family offices are subject to a different fee structure and should reach out to Keiretsu Forum Central Canada to learn more.

How are companies selected to present at the Forum meetings?

Each month we follow structured review process to deliver the best quality deal flow to our members. Below is an infographic that outlines the steps leading up to a Forum meeting and those that follow.

Keiretsu Forum Central Canada Difference

Does Keiretsu charge success fees on investments?

No. Keiretsu does not take any equity, success fees, warrants or any other fees of any kind. Keiretsu is funded solely by membership fees, entrepreneur administrative fees and sponsors. Keiretsu is essentially a global investment network run by fellow investors.

How much do I need to invest?

Keiretsu has no annual minimum investment as we recognize that there are many components to an investing decision. The size of investment in any deal is completely up to the members’ discretion however a typical ‘ticket size’ per investment generally start at $25k per ticket.

Will I be the only angel in a deal?

All members invest on their own but collaborate on due diligence. Your investment or your decision to invest is not tied to other members of Keiretsu Forum. Because companies can seek investment across the Keiretsu network you can collaborate with members in other chapters to complete diligence and negotiate a common term sheet.

What happens post-presentation? How can I participate and/or observe a deal?

It is important to indicate your interest level in a particular deal on the Gold Sheets provided at each forum meeting. Keiretsu chapter mangers consolidate all comments and interest levels to share with the entrepreneur. Members that are interested in a particular deal are connected so they can collaborate on due diligence and term sheet negotiations.

How do members collaborate on deals?

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 delegate 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 DD team then negotiate favourable deal terms with the company seeking funds. This term sheet is then shared with all members considering investment.

What is the structure of a typical Keiretsu deal?

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

Does my Keiretsu membership extend to my immidate family?

Yes. We encourage your family to take advantage of the Keiretsu Forum local/regional/global community of investors and to this end, your Keiretsu Forum annual membership extends to your immediate family members.

How do I become a Keiretsu member?

Simply fill out the Membership Application by clicking here to start the process.

How do I contact Keiretsu Forum Central Canada?

Ozan Isinak at ozan@keiretsuforum.ca and/or +1 416 732 1346
Kevin Sterling at kevin@keiretsuforum.ca and/or +1 416 262 7773

Keiretsu Forum Central Canada
229 Yonge Street. Suite 400
Toronto, Ontario. M5B 1N9
Canada

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