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 Gust.com. 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.

Invited Presenters
Our normal meeting venue is the Union Club on Beacon Hill in Boston. Metered parking is usually available nearby. Please arrive in business attire about 15 minutes before your Presenter’s time slot, and wait downstairs until called. Public cell phone use is prohibited, with phone closets available for private calls.

You should allow 20 minutes to present your case for investment, plus 10 minutes for Q&A. For Powerpoint, please bring your own laptop, with adapter if necessary, to connect to our LCD projector (we offer HDMI, USB, VGA, or Apple mini-display only). 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.

Investments
Candidates selected for investment may be asked to pay Beacon’s costs at closing. Companies will be sent a single check, net of costs, together with a copy of Beacon’s costs bill. The company note or stock certificate should be issued to a new Beacon series.

More Information
Investment applicants may contact: beacange2@gmail.com (subject line: “Question from Beacon Investment Applicant”) for more information.