Facts & FAQ’s of Membership

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

1. Monthly meetings (at any global Keiretsu chapters) for great association and quality deal flow
2. Access to Keiretsu Connect: our private online platform to access global deals and members
3. Access to monthly online industry focused investor meetings via Keiretsu Connect
4. Participation in Keiretsu committees (e.g. Deal Screening, Due Diligence, Life Sciences, etc.)
5. Attending periodic special meetings (e.g. Investor Capital Expo, Due Diligence Workshops, etc.)
6. Participation in Deep Dive sessions to discuss investments, strategic connections, other business
7. Access to a global angel network of 3,000 angels in 26 countries on 4 continents and growing
8. Due Diligence resources (DD Platform, DD Kick Starter)
9. Participation in deals that have multi-chapter syndication funding
10. Ability to invest in Keiretsu Capital Funds (e.g. Real Estate, Blockchain, General VC Fund, etc.)
11. Opportunity to invite guests to join you at meetings and special events (e.g. Member Expo passes)
12. Membership privileges that extend to your immediate family

Members in Canada are “Accredited Investors” as defined in NATIONAL INSTRUMENT 45-106. 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.

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

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

Keiretsu Forum Canada annual membership fee is CAD $2,000 + HST per member. This is a global access fee that allows members to attend all regular monthly meetings at any of our chapters and all member benefits listed above. 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.

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.

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. A typical ‘ticket size’ per investment generally start at $25k.

All members invest on their own but collaborate on due diligence and setting terms for the investment. 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 may collaborate with members in other chapters to complete diligence and negotiate a common term sheet.

It is important to indicate your interest level in a particular deal on the Gold Sheets provided at each Forum meeting. Keiretsu chapter managers consolidate all comments and interest levels to share with the entrepreneur. Members who are interested in a particular deal are connected so they can 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 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 Due Diligence team then 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 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) arrive at the region with a full due diligence report and term sheet in hand.

1. Complete on-line application
2. Committee pre-screening (software, telecom, life sciences, automation & instrumentation, media/entertainment, real estate, food and beverage, “cool things”)
3. Selected companies present at Deal Screening (15-min presentation, 7-10 companies)
4. Keiretsu Forum meeting (20-min presentation, 4-5 companies)
5. Due Diligence (takes anywhere from 3-4 weeks to 3-5 months depending on industry and stage)
6. Multi-Chapter Syndication (companies that receive investment traction from one chapter may present to other chapters for additional funding)

Companies that apply to Keiretsu Forum are typically in their Series A or B rounds. They usually have accomplished a $250K to $1.5M friends and family round before applying to keiretsu Forum.

Forum members invest in high-quality, diverse investment opportunities in Emerging Technologies, Life Science/Healthcare/Biotech, Clean Technology, Consumer Goods, Real Estate and any other segment with high growth opportunity.

Yes. Keiretsu Forum members will have access to “Keiretsu Connect”, a digital/mobile platform where you can review company documents from Keiretsu Forum Canada as well as from those deals across the global network.

Yes, members can invest into Keiretsu Capital. The Keiretsu Capital Co-Investment Funds aimsto provide 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 more details visit www.keiretsucapital.com

Yes. All membership privileges extend to your immediate family members.