Columbia Investor Group

 

For Companies

Selection Criteria

Columbia Investor Group is interested in businesses with the following characteristics:
 
Unique products with proprietary technology or service offerings that meet customers' important needs
  
Rapidly growing markets sufficiently large to create a business with several million dollars in annual revenues
  
Proven management team with relevant successes and a desire for advice and coaching or a team looking for leadership from a key investor
  
Proven management team with relevant successes and a desire for advice and coaching or a team looking for leadership from a key investor
  
Realistic, achievable financial projections and potential for high return on investment (ROI)
  
Sustainable competitive strategies that are clearly articulated
Patents or other unique competitive market advantages
  
Credible and balanced business plans including key execution milestones
  
Preference for businesses located in Eastern Washington
  
  
Entrepreneur Application Process
Interested companies may apply online through the WTC website.
Columbia Investor Group meets four times a year.  Entrepreneur applications are accepted up to one month prior to the investor meeting.  Please check calendar for dates.
Submitting companies that meet the Columbia Investor Group selection criteria will be selected for further review and will be contacted by a member of Columbia Investor Group’s screening committee for more details.  Those companies that are selected for further review will be asked to supply the full review package (see below for details) and schedule a 30-minute phone call to answer questions from screening committee members.  Companies will be selected from this group to present at one of Columbia Investor Group’s quarterly full membership luncheons.
Companies that are not selected for the full review package will be rejected without further consideration. Some companies that are not considered “investor ready” after submitting the full review package may be encouraged to reapply when they have met the Columbia Investor Group “investor ready” criteria.
  
  
Full Review Package
Columbia Investor Group will only consider early-stage companies that are “investor ready” and have completed the following investor materials:
  
1. A one page summary of the investment opportunity.
  
2. A six to eight page Executive Summary covering the following areas:
  
A description of your product or technology
The problem and your solution
The market opportunity
Competition
Marketing, distribution and sales plan
Revenue model
Summary financials
Management team
Investment offer
 
3. Historical financial statements (if applicable), plus pro forma financials (ideally five year).
Membership is not disclosed at any time during this process. Interested members, if any, will contact you directly or at the monthly luncheon.