Keiretsu Forum Mid Atlantic

Name

Keiretsu Forum Mid Atlantic

Legal name

Keiretsu Forum Mid-Atlantic LLC

Website

http://www.keiretsuforum-midatlantic.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Angel Investment Network

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Micro-VC & Angel Funds (FSANAAAI)

Keywords

• Angel investment network
• Accredited investor community
• Startup due diligence
• Early-stage capital
• Deal syndication

Headquarters

HQ city

Atlantic Mine

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investor Membership Fees: Annual membership fee for accredited angel investor members. First year may include a $450 administrative fee.
2. Entrepreneur Administrative Fees: $12,000 administrative fee for companies selected to present at monthly Keiretsu Forum Member meetings. Covers costs of organizing venues, investors, and managing the regions. Additional fees may apply for due diligence items such as background checks and DD Fellows stipends.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

Keiretsu Forum Mid-Atlantic operates a membership-based angel investment network that connects SEC-accredited angel investors with early-stage companies seeking Series A/B funding. It runs monthly screening and forum meetings, a proprietary eight-step due diligence process, term-sheet negotiation, multi-chapter syndication, and an annual Investor Capital Expo.

Product overview

Keiretsu Forum Mid-Atlantic, South-East & Texas operates as an angel investment network connecting accredited investors with early-stage companies seeking funding. The core offering includes monthly screening and forum meetings where entrepreneurs present investment opportunities, supported by comprehensive due diligence processes. The platform encompasses the K4-DealRoom online portal for deal management, the annual Investor Capital Expo showcasing 12 presenting companies to 200-400+ investors, and educational programs including the Due Diligence Fellowship Program, Entrepreneur Academy, and Investor Academy. Companies accepted are typically Series A/B rounds with prior funding of $500k-$1.5M, seeking investments of $1M-$5M. The organization is ranked as the world's largest and most active angel investor network by PitchBook.

Differentiator

Problem solved

Functional benefit

Brands

• Investor Capital Expo: The signature annual event of Keiretsu Forum Mid-Atlantic, South-East & Texas bringing together accredited investors and entrepreneurs for funding opportunities.
• Due Diligence Fellowship Program
• Keiretsu Forum Entrepreneur Academy
• Keiretsu Forum Investor Academy
• K4-DealRoom
• K4-MST AI FastTrak Due Diligence Engine

Products and services

• Monthly Screening and Forum Meetings Monthly screening meetings where 8-12 pre-selected companies present, followed by forum meetings where 3-5 companies present to accredited angel investors for potential investment and due diligence. Core offering connecting entrepreneurs with investors.
• K4-DealRoom Online angel investment portal providing unlimited access to due diligence reports and investment opportunities from 57 Keiretsu chapters globally, enabling entrepreneurs to share presentations with the entire global investment network.
• Investor Capital Expo Annual signature event hosting 12 presenting companies with 200-400+ accredited investors, featuring Stephen M. Goodman Most Valued Company Awards and networking opportunities.
• Due Diligence Fellowship Program Educational program recruiting Law, MBA, and Medical students from partner universities to engage in due diligence processes with Keiretsu investors, providing real-world experience while assisting with investment evaluations.
• Keiretsu Forum Entrepreneur Academy Course offerings taught by seasoned industry executives focusing on critical startup business plan elements including CEO roles, deal structures, IP protection, sales & marketing, and pitch preparation.
• Keiretsu Forum Investor Academy Educational program for angel investor members providing education on private equity investing including term sheets, FDA timelines, valuations, due diligence, and LLC vs C-Corp structures.
• K4-MST AI FastTrak Due Diligence Engine AI-driven platform that accelerates the due diligence process for early-stage investors, generating first draft reports so investors can focus on critical decision-making.

Quantifiable outcome

• $1 billion+ invested in 1,600+ companies since 2000
• +5 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature3 records

Partnerships

20 partnerships are on record, tiered core and minor.

• MDB Capital Holdings, LLCcoreStrategic or Co-development Partner · 1 December 2024Strategic partnership for investor summits. Together with MDB Capital Holdings (NASDAQ: MDBH), K4-MST completed Southeast Investor Conference in Atlanta and Mid-Atlantic Investor Summit in Philadelphia in late 2024. Events designed to reset how accredited angels and venture partners approach early-stage capital, syndication, and exits.
• Angel Capital Association (ACA)coreStrategic or Co-development Partner · 1 September 2024K4-MA-SE sponsoring Innovation Funders Showcase at ACA Annual Summit for 10 consecutive years. Companies presenting have undergone thorough VC-quality due diligence and are actively funding.
• Eckert Seamans Cherin & MellottcoreGTM or Marketing Partner · 1 January 2024Philadelphia Chapter Host Sponsor since January 2022. One of the region's larger law firms with 15 offices in the Mid-Atlantic and South-East Regions. Provides legal services and manages the Keiretsu relationship in Philadelphia through Ernie Hotlzheimer.
• Southeast Life Sciences (AdvanSE)minorStrategic or Co-development Partner · 1 April 2022Newly minted sponsor of Southeast Life Sciences AdvanSE 2022 conference with commitment to providing pitch opportunities to winners.
• Georgia TechcoreStrategic or Co-development Partner · 1 January 2020South-East Region partner for Due Diligence Fellowship Program expansion and entrepreneurship ecosystem development.
• BioFloridaminorStrategic or Co-development Partner · 1 October 2019K4-MA & K4-SE sponsorship of BioFlorida Conference for life sciences ecosystem development.
• Drexel University Thomas R. Klein School of LawcoreStrategic or Co-development Partner · 1 July 2011Founding partner for Due Diligence Fellowship Program. The first formal program of its type in active angel groups, recruiting Law, MBA, and Medical students to engage in the due diligence process.
• Shulman Rogers (NEXT Program)coreGTM or Marketing PartnerDC Metro Chapter Host Sponsor. Located in Potomac, MD, Shulman Rogers is a full service DC area law firm with a unique focus on emerging growth offerings including NEXT program. Anthony Millin manages the Keiretsu program in DC.
• Schnader Harrison Segal & LewiscoreGTM or Marketing PartnerPittsburgh Chapter Host Sponsor. Serves a wide range of local, national and international clients in areas including general corporate, securities, litigation, taxation, and business planning. Partner Elliot Dater manages the Keiretsu program in Pittsburgh.
• Reed SmithcoreGTM or Marketing PartnerNew York Chapter Host Sponsor. Dynamic international law firm with more than 1,700 lawyers in 27 offices worldwide. Partner Gerard S. DiFiore manages the Keiretsu program in New York.
• Morgan Lewis (Princeton Office)coreGTM or Marketing PartnerNorth Jersey (Princeton) Chapter sponsor. Serves early-stage biotechnology startups to global pharmaceutical companies, as well as private equity, venture capital, and investment banking firms. Office Managing Partner Stephen M. Cohen manages the Keiretsu program.
• Courage International Business AdvisorscoreStrategic or Co-development PartnerRegion Wide Sponsor. Provides CEO coaching partnership with portfolio companies to boost ROI from human capital. Offers assessment of growth potential, coaching for key players, recruiting assistance, and pay-for-performance systems.
• University of PennsylvaniacoreStrategic or Co-development PartnerGraduate student partner in Due Diligence Fellowship Program. Students assist with due diligence projects while gaining real-world experience.
• Temple UniversitycoreStrategic or Co-development PartnerUniversity partner in Due Diligence Fellowship Program.
• West Chester University's Cottrell Leadership CentercoreStrategic or Co-development PartnerUniversity partner in Due Diligence Fellowship Program and entrepreneurship initiatives.
• Columbia Medical SchoolcoreStrategic or Co-development PartnerMedical school partner in Due Diligence Fellowship Program.
• Mercer UniversitycoreStrategic or Co-development PartnerSouth-East Region partner for Due Diligence Fellowship Program expansion.
• CONNECTpreneurminorStrategic or Co-development PartnerPartnership to advance the entrepreneurial ecosystem.
• PA Angel Network (PAN)coreStrategic or Co-development PartnerAngel Group Treaty with Pennsylvania Angel Network for syndication and collaboration on investment opportunities.
• University of Alabama in HuntsvilleminorStrategic or Co-development PartnerHosted information sessions at UAH's Innovation to Invention Center for entrepreneurial ecosystem development.

Scale indicators14 records

Recent moves10 records

Expansion highlights6 records

Broad incumbents

• Angel Capital Association: The umbrella trade association for angel investor groups in North America and globally. Highly comparable as the institutional ecosystem that K4-MA-SE-TX operates within, and a peer in curating standards, deal syndication, and best practices for accredited angel investors.

Direct peers

• Tech Coast Angels: One of the largest and most active angel networks in the U.S., with a similar chapter-based screening/forum meeting model and SEC-accredited membership structure. Directly comparable in business model, GTM motion, and target member profile.
• Band of Angels: Silicon Valley-based angel group focused on early-stage tech and life science investments. Comparable as a regional, membership-based angel network that screens, mentors, and syndicates investments among accredited investors using a structured process.
• Golden Seeds: National angel investing organization focused on women-led businesses, with a chapter-based structure similar to Keiretsu Forum. Comparable in operating model of curated deal screening, due diligence committees, and accredited investor member pools.
• Sand Hill Angels: Silicon Valley-based angel investor group providing early-stage capital and mentoring. Directly comparable structured screening → DD → investment process and member-based syndication mechanics.
• Pipeline Angels: Network changing the face of angel investing through membership of accredited investors focused on women and non-binary founders. Comparable membership-based angel network model with similar screening and DD process.
• Keiretsu Forum Northwest: Sibling regional chapter of the Keiretsu Forum global network serving the Pacific Northwest. Directly comparable as a sister regional Keiretsu chapter operating under the same global brand, 8-step process, and K4 DealRoom platform.

Regional players

• New York Angels: One of the largest U.S. angel groups, also based in the Northeast (overlapping with Keiretsu's New York chapter). Comparable as a structured angel network operating in an overlapping Mid-Atlantic/Northeast geography.

Emerging players

• AngelList: Online platform for angel investing, startup fundraising, and talent recruitment. Comparable as a competing channel for accredited angel deal flow and syndication, though primarily digital versus Keiretsu's event-driven chapter model.
• Republic: Retail and accredited investment platform enabling angel-style investments in startups and crypto. Comparable as an alternative syndication channel that competes for the same accredited investor mindshare but operates as a digital marketplace rather than chapter-based.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/KeiretsuMid_Atl
• Facebookfacebook.com/171914
• LinkedInlinkedin.com/company/1639233

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keiretsu Forum Mid Atlantic