Club overview for companies presenting to Evergreen

Evergreen Investment Society

An invitation-only startup investing club built around returns, learning, community, and long-term relationships.

A quiet Evergreen meeting room prepared for discussion
Greater Seattle, Washington Member-led startup investing
29 Current members
$50–100K Likely club check Sidecars separate
7–8 Meetings per year
Seed–A Primary stage focus
01

What Evergreen is

A thoughtful room for consequential decisions.

Evergreen is an invitation-only investing club based in greater Seattle, built around returns, learning, community, and long-term relationships.

The format was inherited from a member’s family investment club, where six-hour Saturday pitch meetings took place in a barn. The setting has evolved; the depth of discussion has not.

Better deal flow, sharper thinking, and capital that compounds intellectually, socially, and financially.

The room

Two to three dozen local investors with operating, investing, legal, finance, healthcare, real estate, and technology experience.

The cadence

Members meet seven or eight times a year to hear companies, debate opportunities, and make collective investment decisions.

The capital

The club can write a coordinated check; members may also pursue sidecars or direct investments independently.

The goal

Pair venture-scale return potential with candid questions, practical judgment, and long-term relationships.

02

The membership

One meeting, many informed lenses.

Members join as individuals, not as representatives of their firms. Together, they bring decades of building, underwriting, operating, and treating patients to the questions facing each company.

AI & Technology

Enterprise AI go-to-market, deep-tech semiconductors, clean-energy SaaS, and product-growth leadership at scale.

Founders & CEOs

Serial and first-time founders, plus executives who have taken businesses from early traction to national scale.

Public-Company Finance

CFO-level judgment on capital structure, reporting, downside protection, and the growth-versus-risk tradeoff.

Healthcare & Life Science

Practicing clinicians, health-services research, employer-health platforms, and life-science campus operators.

Real Estate & Real Assets

Institutional underwriting, development, multifamily ownership, and disciplined deal structuring.

Consumer & Retail

Brand building, CPG discipline, multi-unit hospitality, and national wholesale programs.

Legal & Intellectual Property

Patent and IP strategy for clean tech, energy, and medical devices, plus M&A and transaction diligence.

Distribution & Supply Chain

Multi-generation family distributors and logistics platforms with a real-economy view of inventory and margin.

03

Fit & focus

What we invest in.

AI and technology-first companies with a clear buyer, a large market, and member-led conviction.

Core mandate

  • AI, technology-first, and emerging-technology startups
  • Primarily Pacific Northwest, with room for other geographies
  • Seed, Series A, and adjacent early-growth stages
  • Earlier or later stages considered with favorable review from five members

Best-fit signals

  • A technical or product edge that strengthens with scale
  • Large market, clear buyer, and venture-scale return potential
  • A specific use of capital and an honest articulation of risk
04

The pitch process

Present as you are.

No Evergreen-only deck required—bring your current deck, memo, demo, or data room. We care more about substance than format.

  1. 1

    Member nomination

    A member brings you forward and at least two others review the opportunity favorably against the core mandate.

  2. 2

    Present as you are

    Use your existing materials. Plan for 10–15 minutes of presentation so the room can focus on the business.

  3. 3

    Discussion & Q&A

    Expect 20–30 minutes of direct questions from founders, executives, investors, clinicians, attorneys, and operators.

  4. 4

    Vote or diligence path

    Members vote yes, yes with more diligence, or no. When needed, a defined subgroup owns the follow-up.

  5. 5

    Club check & sidecars

    Diligence owners close open questions and bring back a recommendation. Members may also invest individually.

What companies get

A candid afternoon with practical upside.

Capital

A potential club investment, plus independent member sidecars—even when the club itself passes.

Operator feedback

Direct questions from founders, executives, investors, clinicians, attorneys, and GTM leaders.

Network

Potential customer, advisor, diligence, talent, capital, and strategic introductions from members.

Simple, member-led LLC structure

Managers are not compensated

Anonymous voting to reduce groupthink

Founder inquiry

Bring the company you are building.

Get introduced by a member or share basic company materials. The best fit is a clear buyer, a large market, a technical edge, and a specific use of capital.

info@evergreeninvestmentsociety.com