Summit Bound

Start Your Investment Journey

The Okanagan Angel Summit is designed to bridge the gap between companies looking for growth capital and investors looking for investable companies. The 6th annual Okanagan Angel Summit will return April 2 – May 23.

For all the details on the Summit please visit the website.

OKGNANGELSUMMIT.COM

Journey to the Summit

8-Week PROGRAm

Applications & Reviews

Investors meet and gain details around the investing process. Reviews are conducted on every business that has applies.

Quarter-Finalists Selected

24 businesses are chosen to pitch at the Quarter Finals. All of the selected companies receive training for investment readiness.

Top 24 Pitch to Investors

Top 24 deliver 3-minute pitches to investors, followed by breakouts rooms and networking time between companies and investors.

Semi-Finalists Selected

The list of participating businesses is narrowed down to 12. Remaining companies receive additional investment training.

Top 12 Pitch to Investors

The finalists deliver 10-minute pitches to investors, followed by breakouts rooms and networking time between companies and investors.

Finalists Selected

Investors reduce the number of participants down to the final 6. Companies and investors receive training in the due diligence process.

Due Diligence Investigation

Investors break into teams and undergo the due diligence process with finalists, diving deep into the structure and viability of the remaining businesses.

The Finale

In a public grand finale, the final 6 companies make their last 5-minute pitch to investors. Investors deliberate and announce who will take home an investment of up to $200K.

Elevate Your Pitch

Apply Before March 24

Participating companies learn alongside fellow entrepreneurs and network with active investors as they work their way towards the Summit Finale. Companies should apply early and can make updates the to their application anytime before the March 24th deadline.

Cost to Participate: 

  • Early Bird Entry Fee – $75 (Feb 1 – March 8) 
  • General Admission Entry Fee – $150 (March 9 – March 24) 
  • Summit Program Fee – $200 Only applicable to Top 24 Quarter-Finalists

Entry fees cover two training sessions plus an opportunity for a one-on-one application review prior to the formal angel investor review. This review session is highly valuable in preparing to participate and submit a strong application. The program fees cover due-diligence training and pitch events.

APPLY TO PITCH

Angels in the Atrium

Invest in the 2024 Fund

We know that investors perform better when they are investing as a group and learning from diverse perspectives. If you are a new or experienced accredited investor who wants to see change in the world, the Okanagan Angel Summit is the opportunity you’ve been waiting for.

Investors must be accredited to participate. Many individuals working in tech qualify to be accredited but just don’t know it yet. Investing in the fund is a total cost of $5500.00 CAD, with $5,000.00 added directly to the Fund and $500 for administrative fees.

INQUIRE TO INVEST

Fifth Annual Summit

See the 2023 Summit Finale in Photos

The Okanagan Angel Summit Finale is the culmination of an 8-week program where startup entrepreneurs and accredited investors are trained in the capital-raising process. On May 23, 2024, the six remaining companies made their final pitch for an investment of up to $200K.

In addition to a giant cheque, the Summit Finale is really about celebrating community and strengthening connections in Western Canada’s startup ecosystem. See who took home the check in the photo blog.

 

SEE THE SUMMIT

Frequently Asked Questions

Is my company at the right stage to apply?

The Summit exists to support early-stage companies that are seeking $100k – $1M in investment. We are seeking companies that have a prototype developed, have identified their early adopters, and are looking to grow and scale.

If I win, how much equity will I be giving up?

The amount of equity exchanged for the investment will be different for each company. The Fund Manager will negotiate these terms with you, and you will receive training and advice on term sheets throughout the program.

Do I need to participate in person?

You can participate in the Quarter and Semifinals virtually, but if you make it to the top 6 you will be expected to pitch in person at our public finale in Kelowna in May 23, 2024.

What does it cost to participate as an investor?

The total cost to participate in the Okanagan Angel Summit as an Investor is $5500.00 CAD. Out of that amount $5,000.00 will be added directly to the investment fund, and the remaining $500 will be used to cover your administrative fees.

Note: Investors must be accredited to participate. Many individuals working in tech qualify to be accredited but just don’t know it yet.

How much time do I need to commit as an investor?

Time commitment will fluctuate over the course of the program but active investors can expect to spend 3-4 hours a week on the Okanagan Angel Summit. Depending on your individual approach to reviewing applications or scheduling meetings, this time can change.

Do investors need to attend every session?

We know that everyone is busy and may have other obligations but we do expect that active investors will attend most of the sessions. The more you participate, the more you will get from the experience. This program is a group experience and not attending can impact the value of the program for other investors.

Who manages the investment fund?

The investment fund is a limited partnership, managed by The OKGN Angel Investment Society alongside Accelerate Okanagan who oversees, coordinates, and organizes the Okanagan Angel Summit program.