The Investment Process

Investment Criteria for Applicants
Criteria for companies to apply for investment include the following:

  • Foreseeable exit strategy.
  • Competitive barriers to entry.
  • Significant third party buy-in (from customers and/or investors).
  • $3 million or less pre-money valuation preferred.
  • Concise, compelling plan, organized documentation.
  • New England companies only.

Applications to Present; Screening
Companies meeting the above criteria may apply for investment. Please click the link below to fill out our funding request via the Beacon page on Applications referred by a member get the most attention. Please use this link for your new application.

Beacon members consider new applications at Screening the third Tuesday of each month.  If invited as a Presenter, you will be contacted with a proposed time slot, and asked to register as a Presenter for our regular meeting the second Tuesday of the following month. Invited Presenters, please register here. (N.b, the modest registration fee covers a portion of Beacon’s meeting expenses; it is non-waivable.)

Invited Presenters
Our normal meeting venue is the Union Club, at 8 Park St., Boston, MA 02108 (on Beacon Hill). Metered parking is usually available nearby. Please arrive in business attire at least 15-30 minutes before your Presenter’s time slot (you may be called early or late depending on the pace of the meeting), and wait downstairs until called. Audible cell phone use is prohibited, with phone closets available through Reception for private calls.

You should allow 20 minutes to present your case for investment, plus 10 minutes for Q&A.

IMPORTANT: For Powerpoint, bring your own laptop computer to connect to our projector. Our projector connects to HDMI, USB, VGA or Apple Mini-Display onlyfor other connections such as USB-C or for a newer Apple laptop, bring an adaptor (or specific Apple cable).

We will discuss your offering in executive session, and let you know immediately afterwards if your company has been approved for Due Diligence.

Due Diligence
If approved, a team of members will review your proposal over the next 20-90 days. With your permission, we may review materials shared by other groups, or share our findings with them.

Candidates selected for investment should plan on paying Beacon’s costs at the initial closing and for any later follow-on rounds. Companies will be sent a single check for each round, net of costs, together with a copy of Beacon’s costs bill. Each company note or stock certificate should be issued to a new Beacon series.

More Information
Investment applicants may contact: (subject line: “Question from Beacon Applicant”) for more information.