Our Process
THE 5-STEP INVESTMENT CYCLE
SOURCING & SCREENING
The Funnel: We aggregate deal flow from the Keiretsu Forum Northwest & Rockies, Keiretsu Forum Mid-Atlantic (MST), Alliance of Texas Angel Networks (ATAN), university incubators, and our own proprietary referrals.
The Filter: Our Screening Committee reviews
applications weekly, filtering for scalable
business models, defensible IP, and strong
leadership teams. Only the top candidates are
invited to present.
THE PITCH
The Forum: Selected founders present
live to the membership.
The Scrutiny: This isn’t a passive
presentation. Members engage directly
with founders to test assumptions,
challenge market sizing, and gauge
the team’s ability to execute.
DEEP DIVE (DUE DILIGENCE)
The “Secret Sauce”: If interest is sufficient
(“soft circled”), we form a Deal Team.
Expert Validation: We leverage our members’
unique expertise—cardiologists review
medical devices, engineers review software
architecture, and CFOs review financials.
STRUCTURE & NEGOTIATION
Institutional Terms: We don’t just sign
what is given to us. We review valuation, liquidation preferences, and board seats to ensure investor interests are protected.
Clean Execution: We typically invest
via a Special Purpose Vehicle (SPV).
This aggregates all SCAN members
into a single entry on the startup’s cap
table, simplifying administration and
increasing our leverage.
POST-INVESTMENT
The Exit: We support the founders to position the company for a liquidity event (acquisition or IPO) within a 3-7 year horizon.