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.
The Keiretsu Forum application, selection and presentation process is as follows:
1. Application
Interested companies complete the Keiretsu Forum online application.
2. Informational Call
All viable applicants have an informational call with the Keiretsu Forum team to go over the process and to discuss questions such as:
How much capital have you raised to date? Typically the companies have raised at least $50K in previous capital.
Do you have any revenue? The Keiretsu Forum Members like to see revenue validation as a proof of concept.
How much capital are you looking to raise in the current round? Typically the companies are raising $50K to $3 million for growth (to hire a sales force, to continue product development and / or for working capital).
3. Committee Pre-screening
After the informational call, applicants are pre-screened by Keiretsu Forum Members via a telephone call and or personal meeting. The members participate in industry-specific committees based on their background. Based on the pre-screening recommendation, 7-10 companies are selected to present at the monthly Deal Screening.
4. Deal Screening
At the Deal Screening each entrepreneur presents for 15 minutes utilizing a focused PowerPoint presentation to a group of Keiretsu Forum Members. The presentation is 7 minutes long followed by an 8-minute Q&A session. After the Q&A the entrepreneur is excused and the members have an open discussion on the positive aspects and concerns. The Deal Screening committee recommendations and constructive suggestions are provided to the entrepreneur as feedback following the presentation. Most chapters can accommodate a remote screening session for companies that are out of the area.
5. Keiretsu Forum
The companies that are selected at the Deal Screening then present at the monthly Keiretsu Forum chapter meetings after the Deal Screening. The presentation slots are 20 minutes long. We recommend a 10-minute core presentation followed by a 10-minute Q&A session. Immediately after the completion of the presentations the entrepreneurs are excused and the Keiretsu Forum members discuss each investment opportunity during the "Mindshare". Every investor in attendance then completes an interest form (the Gold Sheet), which is compiled by the Keiretsu Forum team and is provided to the entrepreneur for follow-up and due diligence kick-off.
6. Due Diligence
The company then enters into a due diligence phase with the Keiretsu Forum Members that have signed the Gold Sheet. The due diligence is kicked off with a conference call shortly after the Keiretsu Forum meetings. It is common for one or two members to take the lead in due diligence and negotiations with the company. Members collaborate in the due diligence, but make individual investment decisions.
The due diligence process is available in The Keiretsu Forum Due Diligence Handbook, which represents more than a decade of knowledge and best practices vetted by over a thousand Keiretsu Forum investor members world-wide.
7. Multi-Chapter Syndication
After a company has presented to the Keiretsu Forum chapter and has received investment interest traction from members of that region, the company then has the unique opportunity to syndicate the deal and present to other chapters throughout the Keiretsu Forum network. Members of each chapter conduct their own due diligence and make their own investment decisions; however they benefit greatly from shared due diligence.
By entering and utilizing this site entrepreneurs hereby agree to be bound by the Keiretsu Forum Presenters Terms and Conditions described herein.