|
|
Quality Deal Flow
Aggregate Knowledge and Capital
Self-Selection of Investments
|
BlueTree Allied Angels (Allied Angels) is a regional group of accredited investors who desire to invest in regional early-stage companies. Each “investor-member” must be financially capable of making early-stage investments and will be required to complete legal documentation confirming status as a “qualified investor” to meet regulatory requirements, Rule 501 of the SEC regulations.
The membership meets 10 to 12 times during the year to consider two to four private equity investment opportunities per meeting. The members collaborate on deal evaluation and due diligence but decide individually to invest in presenting companies with other “member-investors” as a group. Each group investment is treated as a separate LLC/LP.
BlueTree Capital Group, LLC provides the professional staff to facilitate and manage the Allied Angels organization. BlueTree Capital Group organizes and coordinates the group meetings, the entrepreneur screening process, and the due diligence process, while also providing “portfolio status reports” to the membership and managing the Allied Angels’ website.
BlueTree Capital Group has engaged John May, the managing partner of the New Vantage Group, as a consultant for guidance and to ensure on-going success. John May has successfully started five angel networks in the Washington/Baltimore area and is the co-author with Cal Simmons of the book entitled, Every Business Needs an Angel.(Crown Business:2001) John is frequently engaged with the Ewing Marion Kaufmann Foundation to help coordinate national and international angel summits and to assist in the Foundation’s research efforts. |
|
|
|