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Office Locations:
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P.O. Box 1323
Wexford, PA 15090
Phone: 724-475-4538
Fax: 888-550-3093
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Communications & Networking
Consumer Products & Services
Information Technology
Life Sciences & Healthcare
Medical Device
Retail & Restaurant
Semiconductor
Software & Internet
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BlueTree Allied Angels (Allied Angels) is a regional group of accredited investors who desire to invest in regional early-stage companies. The membership meets 10 to 12 times during the year to consider two to four private equity investment opportunities per meeting. Each group investment is treated as a separate LLC/LP. BlueTree Capital Group 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. Characteristics of companies that are attractive to Allied Angels are: Companies headquartered within 250 miles of Pittsburgh or Erie, PA; A minimum of 10 times return expected within 3-5 years; Primary operations in targeted industries aligned with the Allied Angels' membership interest; Investment requirements between $200,000 and $3,000,000; and a pre-money valuation of less than $5,000,000. The firm receives over 300 applications annually.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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