Keiretsu Forum Pebble Beach
Information for Companies

About Keiretsu Forum

Keiretsu Forum is the largest global private angel investment group, with 2500+ members in 46 chapters on 3 continents. In 2015, members invested more than $80M in 134 companies globally.

Since inception, Keiretsu members have invested more than $750M in early stage companies. While the average US return on angel investment averages a 20 percent IRR, during the past decade Keiretsu Forum members with diversified portfolios (30 or more companies) saw returns in the range of 26 percent, approximately a 10-1 increase in value. This was possible because Keiretsu Forum members see outstanding deal flow monthly from around the world.

In Pebble Beach, through our online meeting series, members see the best vetted Keiretsu Forum companies with completed and up-to-date due diligence reports, all with open rounds and existing invetors. Members share their views on these companies with one another.

Pre-Portfolio Companies

Pre-portfolio companies wishing to participate in Keiretsu Forum's Pebble Beach chapter do so through our online meetings. Companies wishing to give a presentation apply to present through our online application form. Each online session we try to get at least one local and one global pre-portfolio company to present. Startups participating in this pre-portfolio presentation are expected to either have some experience in angel funding and presenting new companies and are encouraged to have gone through Angel To Exit or a similar program prior to presentation.

Portfolio Companies

Keirestu Forum portfolio companies have a new and unique opportunity to participate in the Pebble Beach Chapter's online meetings. Portfolio companies worldwide with completed due diligence and in open funding rounds have the opportunity to present recorded pitches (5 minutes) and participate live in follow-on questions (for 3 minutes). They may attend the remainder of the meeting until the mind-share session. This model can help you with investors and help the new Pebble Beach chapter develop a larger membership. This is a win for all for entrepreneurs and investors.

If you are interested in participating and have an open round and completed due diligence, please let us know. Please let us know the schedule anticipated for rounds so we can plan accordingly.

About Keiretsu Forum Pebble Beach Online Meetings

Keiretsu Forum's Pebble Beach chapter uses online meetings 6 times per year to bring the "best of Keiretsu" to our members and guests. Companies presenting are predominantly already portfolio companies, have presented at other chapters, are currently in the middle of a funding round, and have complete and up-to-date due diligence reports. Companies come from around the World and from a diverse range of industries offering a wide range of investment opportunities.

Online meetings are much like in-person meetings, as they consist of a series of presentations by and about Keiretsu Forum process and by and about presenting companies and the opportunities they offer. However, there are some differences:

  • Side conversations and personal meetings between members and attendees are limited to text messages. Only people currently speaking are given an open microphone.
  • To compensate for possible network failures and reduce delays due to technology, the presentations are pre-recorded and played in real-time, with the participating company available online for real-time questions and answers after their presentation.
  • Chapter members will have the recorded presentations after the meeting, and due diligence reports will be available online prior to and after the presentations via members-only online access to Proseeder.
  • Presenting portfolio companies are in the middle of funding rounds and availability for investment is time-limited. Once rounds close, the presentations will no longer be listed as active.

The schedule for online meetings generally goes like this (all times Pacific):

	08:15	Online meeting opens - members, presenters, and guests sign-in, open mic
	08:30	Meeting starts - mics closed - quick background and welcome
	08:35	Presentations start - Total time ~20 minutes per presentation
		Presentations are 5 minutes + 3 minute Q&A
		Members and guests introduced and asked to briefly tell us about themselves
		Sponsors are introduced and asked to tell us about the opportunities they bring
		Process descriptions about Keiretsu Forum are presented in small pieces
		Members and guests are asked to fill out online gold sheets for entrepreneurs
	10:35	Presenting companies are excused from the meeting and companies are discussed
		Mindshare proceeds one company at a time - 5 minutes or less each
		Positive comments first, then potential critiques
	11:00	Meeting formally ends - open mic retained for 5 minutes as/if desired.

Some key things to know:

  • Fees:

      Presentation fees are determined on a case by case basis.

  • Presenting companies receive the gold sheets produced online.
  • Recordings will be retained for member use, but when the round closes, companies are required to inform us so we can notify the members of the change and move your presentation to "closed" status rather than "active".
  • Pebble Beach chapter members (including online members from other chapters) and presidents of other chapters will have access to detailed information, including due diligence reports, the online pitch, the application form, and other information presenters provide.
  • Based on gold sheet responses, companies may contact attendees directly.

    To participate as a presenter you must make your team available remotely during the meeting to assure that questions and answers are properly handled.

    You will get an individual access code for the meeting and must not share it with others.

    You must sign up at least 2 weeks in advance to give us time to inform the members and do the recording of your presentation prior to the meeting.

If you have any questions, please don't hesitate to get in touch with us.

Fred Cohen - President
Keiretsu Forum Pebble Beach