Angel Investor Forum

The forum accepts applications directly through its website and relies heavily on member referrals. A screening committee reviews submissions and selects a short list of companies to pitch at monthly membership meetings. Members then vote on which companies to pursue and collectively negotiate terms, giving founders a single counterparty rather than a fragmented syndicate.

Membership is limited to accredited investors as defined by SEC regulations. Interested individuals apply and pay annual dues; the group does not publicly disclose its member count, but the structure requires active participation — members attend monthly presentations and vote on deal participation.

Investments target seed and Series A rounds. Individual member checks typically range from $25,000 to $100,000, with collective forum participation frequently exceeding $250,000 per round. The group has deployed over $4 million annually across its portfolio.

Portfolio emphasis falls on enterprise software, digital health, fintech, and industrial technology. The group shows particular interest in companies that can leverage Connecticut's advanced manufacturing supply chains, and it has backed firms in molecular diagnostics and wearable therapeutics.

The forum maintains a close working relationship with Connecticut Innovations, the state's quasi-public venture investment arm. The group has successfully syndicated rounds alongside Connecticut Innovations to secure state co-investment for portfolio companies, including a precision-medicine round closed in May 2024.

It is a network of individual accredited investors, not a pooled fund. Members make their own investment decisions on a deal-by-deal basis after the group votes to pursue a company. The forum collectively negotiates a single term sheet, but each member writes their own check.

The primary focus is the Northeast corridor, with strong ties to Connecticut's innovation ecosystem. However, the group has syndicated rounds with partner angel networks extending into the Midwest and Southeast when opportunities meet its diligence standards.