Join the Boulder Investment Group
Become a Member
Review the requirements below, and if you're a fit, complete the application. BIG is referral-based, but exceptions are made for qualified applicants.
Membership Requirements
Membership Requirements
01
Qualified Client Status
Investable assets of $2.7 million—individually or through an entity you represent. This threshold aligns with the 2026 federal QC standard and helps ensure sponsors are presenting to a qualified audience.
01
Qualified Client Status
Investable assets of $2.7 million—individually or through an entity you represent. This threshold aligns with the 2026 federal QC standard and helps ensure sponsors are presenting to a qualified audience.
01
Qualified Client Status
Investable assets of $2.7 million—individually or through an entity you represent. This threshold aligns with the 2026 federal QC standard and helps ensure sponsors are presenting to a qualified audience.
02
Member-Referred
If you do not know a member, send us an email conveying your interest in joining BIG.
02
Member-Referred
If you do not know a member, send us an email conveying your interest in joining BIG.
02
Member-Referred
If you do not know a member, send us an email conveying your interest in joining BIG.
03
Attendance & Investment Activity
Commitment to join four virtual events per year.
Reasonable likelihood of investing in at least one BIG-showcased offering.
03
Attendance & Investment Activity
Commitment to join four virtual events per year. Reasonable likelihood of investing in at least one BIG-showcased offering.
03
Attendance & Investment Activity
Commitment to join four virtual events per year.
Reasonable likelihood of investing in at least one BIG-showcased offering.
04
Annual Dues
$250/yr paid directly to BIG's tech/operations provider, Mountain Jet Media. This fee underwrites the member and sponsor platforms that power our investment club.
04
Annual Dues
Commitment to join four virtual events per year. Reasonable likelihood of investing in at least one BIG-showcased offering.
04
Annual Dues
$250/yr paid directly to BIG's tech/operations provider, Mountain Jet Media. This fee underwrites the member and sponsor platforms that power our investment club.
BIG's Ethos
Core Member Traits
BIG's Ethos
Core Member Traits
Prospective members are...
Looking for quality, curated deal flow but have limited time to source offerings
Pursuing sponsors with verifiable and impressive track records
Seeking a community of seasoned investors to compare diligence notes
Aiming for 12%+ total annual return (combo of CoC and appreciation)
Targeting 8-10% cash flow on invested capital (annually)
Desiring to learn more about—and get comfortable with—alternative assets
Wanting to move $250k+ from public equities to alternatives
Tired of limiting portfolio composition to advisor-proposed funds
Intent on increasing both cash flow and net worth
Reflects typical member objectives—not returns offered, targeted, or guaranteed by BIG
Joining BIG Gives You Access to these...
Member Benefits
Joining BIG Gives You Access to these...
Member Benefits
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01
Quality Deal Flow
Member-referred sponsors & offerings, including 24 alternative investment opportunities, showcased via 9 virtual events & 8 special situation one-offs per year
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01
Quality Deal Flow
Member-referred sponsors & offerings, including 24 alternative investment opportunities, showcased via 9 virtual events & 8 special situation one-offs per year
/
02
Lower Minimums & Fees
BIG's scale affords sponsors an incentive to offer members better terms, including minimums of $100K, sometimes as low as $50K, but never above $250K—plus fee breaks
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02
Lower Minimums & Fees
BIG's scale affords sponsors an incentive to offer members better terms, including minimums of $100K, sometimes as low as $50K, but never above $250K—plus fee breaks
/
03
Access to Past Presentations
200+ previous pitches, including event and Q&A recordings, offering memos, slide decks and raise results—all available on BIG's members-only portal
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03
Access to Past Presentations
200+ previous pitches, including event and Q&A recordings, offering memos, slide decks and raise results—all available on BIG's members-only portal
/
04
Peer-to-Peer Sponsor Groups
Email inboxes are where real investors live—BIG's P2P tool allows you to opt into email groups (by sponsor) and ask questions / share information directly with other members
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04
Peer-to-Peer Sponsor Groups
Email inboxes are where real investors live—BIG's P2P tool allows you to opt into email groups (by sponsor) and ask questions / share information directly with other members
/
04
Peer-to-Peer Sponsor Groups
Email inboxes are where real investors live—BIG's P2P tool allows you to opt into email groups (by sponsor) and ask questions / share information directly with other members
/
05
Educational Webinars
Past presenters have included an economist, a global market strategist, an estate-planning attorney, an energy expert, a CPA and a corporate trustee
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05
Educational Webinars
Past presenters have included an economist, a global market strategist, an estate-planning attorney, an energy expert, a CPA and a corporate trustee
/
06
Newsletters & Social Events
BIG publishes a monthly email newsletter and hosts two in-person social events annually—a chance for members to connect
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06
Newsletters & Social Events
BIG publishes a monthly email newsletter and hosts two in-person social events annually—a chance for members to connect
/
06
Newsletters & Social Events
BIG publishes a monthly email newsletter and hosts two in-person social events annually—a chance for members to connect
Join the Boulder Investment Group
Submit an Application
Click the button below—takes three minutes
Click the button below
Questions We Typically Receive
Member FAQs
Questions We Typically Receive
Member FAQs
I don't know a member, can I still join?
If you—or an entity you represent—meet BIG's membership requirements, please send us an email explaining why you wish to join. BIG prioritizes serious investors seeking alternative deal flow over a member referral.
Do I need to live in Colorado?
While 70% of members are local to Colorado, you do not need to live in the state to become a member.
What happens after I apply for membership?
You will receive a DocuSign packet with a Disclaimer and QC form. Upon completion, you will be invited to BIG’s member portal and also added to our distribution list for event invites, follow-ups, one-offs, newsletters and other important communiques.
How do I invest in featured offerings?
BIG does not have a fund, nor do we syndicate deals. Members invest independently and directly with sponsors. Members contact sponsors directly with their commitments.
How does BIG define "Alternative Investments?"
Common types of alternative investments BIG focuses on include real estate, private equity, private credit, and venture. Key characteristics are (1) low correlation with traditional stocks and bonds (that can protect portfolios during downturns), (2) lower liquidity (not easily purchased or sold), and (3) higher complexity and risk (sometimes requiring specialized knowledge). Here's what they are not: publicly traded stocks, government / corporate bonds, and cash equivalents.
When and where are events held?
Every six weeks (on Thursdays at 11:45-1 pm MT), BIG hosts a virtual Zoom event, spotlighting two sponsors and offerings that met BIG's application requirements. Between events, special-situation opportunities are shared via email when a deal can't wait for the next live presentation slot. Every pitch is followed by a Q&A session one week later for deeper exploration. BIG hosts two social events annually and occasionally schedules sponsor-organized Happy Hour gatherings—all held in Boulder.
Why is an annual member fee required?
BIG is an investment club, not a for-profit business. However, we do incur overhead and technical expenses. To support ongoing operations, active members agree to cover a tech/ops fee of $250/yr.
This payment goes directly to BIG's contracted provider, Mountain Jet Media (MJM). This fee underwrites the member and sponsor platforms that power our investment club. Without an agency running our tech stack, BIG could not exist.
What are Peer-to-Peer Sponsor Groups?
Platforms like Discord, Slack, and other online forums often end up being the tree that fell in the forest… with no one present. Email inboxes are where real investors live. BIG's custom P2P tool allows you to opt into email groups (by sponsor) and ask questions / share information directly with other members.
What is BIG's legal disclaimer?
The Boulder Investment Group is a self-directed investment club, facilitated by James Calano and Jared Wandry, which provides a forum for participants to access investment opportunities, discuss such opportunities with others, and invest directly with presenting entities at their sole discretion. It is not a legal entity and is not registered with the Securities and Exchange Commission or any state securities agency. Each participant agrees and understands that neither Boulder Investment Group, including its members, advisory board, screening teams, and contract IT vendor (Mountain Jet Media LLC), nor James Calano or Jared Wandry, or any individual who succeeds either of them as a facilitator (collectively, “BIG”), is an investment adviser, financial planner, investment company, investment fund, investment bank, broker dealer, or investment clearing-house.
BIG provides no investment advice or recommendations with respect to any particular companies, funds, or asset classes to any participant. BIG’s screening teams review sponsor submissions against BIG’s administrative submission requirements, such as track record documentation and an existing-member reference, to determine whether an offering is eligible to be presented to BIG participants. This process does not evaluate, endorse, or make any representation regarding the investment merits of any offering, and does not constitute investment advice or a recommendation. BIG receives no compensation from any source other than fixed, non-performance-based fees collected directly by its contract IT vendor, as further described below.
BIG makes no representations or warranties as to the completeness or accuracy of information conveyed about investment opportunities, including any capital-raised figures or sponsor-reported performance metrics (such as MOIC, IRR, cash-on-cash return, DPI, or TVPI) that BIG may track or share with members; such figures are self-reported by sponsors, are not verified or endorsed by BIG, and do not constitute investment advice or a representation of future results. Where a sponsor-reported figure is not available, BIG may supplement it with information gathered from other sources, including other participants; any figure so obtained is provided on the same unverified basis as sponsor-reported figures. Any status label, target comparison, or similar characterization BIG may apply to such figures reflects a mechanical comparison only, is not verified or endorsed by BIG, does not constitute investment advice or any opinion by BIG regarding a sponsor or offering, and should not be relied upon in making any investment decision.
Participants must conduct their own due diligence on any investment they choose to make, and each participant is solely responsible for his or her own investment decisions. If a participant chooses to make an investment, the participant shall invest directly with the company or fund; BIG does not act as an intermediary. Presenting sponsors, not BIG, are solely responsible for conducting their own know-your-customer, anti-money-laundering, and other diligence on any participant who invests with them. Information about sponsors and their offerings is shared for each participant’s individual evaluation only; participants agree to keep such information confidential and not to further distribute it outside BIG, and BIG is not responsible for a participant’s unauthorized use or disclosure of any such information.
BIG provides certain tools through which participants may communicate directly with one another regarding sponsors and offerings, including Peer-to-Peer Sponsor Groups (P2P Groups) and Circle.so-hosted community features. BIG has no obligation to monitor, and does not monitor, communications exchanged between participants through any such tool. Each participant is solely responsible for any information, opinion, or statement he or she shares with other participants through any such tool, and BIG does not review, verify, endorse, or assume any responsibility for any information, opinion, or recommendation shared by a participant through any such tool.
All investment opportunities presented involve a high degree of risk, and all participants agree that they are able to bear the risk of complete financial loss. No person affiliated with BIG (or BIG itself) will be held responsible for an individual participant’s use of the information, investment decision, or the results of any investment. To the fullest extent permitted by law, BIG accepts no liability for any loss, damage, or injury related to any participant’s participation in BIG, and each participant agrees to hold harmless his or her co-investors, BIG and BIG’s members, advisory board, screening teams, contract IT vendor (Mountain Jet Media LLC), and facilitators.
Disclosure
Mountain Jet Media LLC charges fixed, pre-set fees for membership processing and for sponsor applications and presentations, which fund the technology platform that allows BIG to operate as a digital club; no such fee varies based on the amount of capital raised or invested, or on investment performance, and no such fee is shared with BIG’s screening teams or anyone evaluating sponsor applications. Mountain Jet Media LLC is owned by Brandon Calano, who attends BIG’s board meetings in a non-voting capacity to help confirm the club’s technology and operations needs are met, but who has no vote on any sponsor application, screening decision, or membership decision.
BIG may amend this disclaimer at any time; continued participation in BIG following such an amendment constitutes acceptance of the amended disclaimer.
I don't know a member, can I still join?
If you—or an entity you represent—meet BIG's membership requirements, please send us an email explaining why you wish to join. BIG prioritizes serious investors seeking alternative deal flow over a member referral.
Do I need to live in Colorado?
While 70% of members are local to Colorado, you do not need to live in the state to become a member.
What happens after I apply for membership?
You will receive a DocuSign packet with a Disclaimer and QC form. Upon completion, you will be invited to BIG’s member portal and also added to our distribution list for event invites, follow-ups, one-offs, newsletters and other important communiques.
How do I invest in featured offerings?
BIG does not have a fund, nor do we syndicate deals. Members invest independently and directly with sponsors. Members contact sponsors directly with their commitments.
How does BIG define "Alternative Investments?"
Common types of alternative investments BIG focuses on include real estate, private equity, private credit, and venture. Key characteristics are (1) low correlation with traditional stocks and bonds (that can protect portfolios during downturns), (2) lower liquidity (not easily purchased or sold), and (3) higher complexity and risk (sometimes requiring specialized knowledge). Here's what they are not: publicly traded stocks, government / corporate bonds, and cash equivalents.
When and where are events held?
Every six weeks (on Thursdays at 11:45-1 pm MT), BIG hosts a virtual Zoom event, spotlighting two sponsors and offerings that met BIG's application requirements. Between events, special-situation opportunities are shared via email when a deal can't wait for the next live presentation slot. Every pitch is followed by a Q&A session one week later for deeper exploration. BIG hosts two social events annually and occasionally schedules sponsor-organized Happy Hour gatherings—all held in Boulder.
Why is an annual member fee required?
BIG is an investment club, not a for-profit business. However, we do incur overhead and technical expenses. To support ongoing operations, active members agree to cover a tech/ops fee of $250/yr.
This payment goes directly to BIG's contracted provider, Mountain Jet Media (MJM). This fee underwrites the member and sponsor platforms that power our investment club. Without an agency running our tech stack, BIG could not exist.
What are Peer-to-Peer Sponsor Groups?
Platforms like Discord, Slack, and other online forums often end up being the tree that fell in the forest… with no one present. Email inboxes are where real investors live. BIG's custom P2P tool allows you to opt into email groups (by sponsor) and ask questions / share information directly with other members.
What is BIG's legal disclaimer?
The Boulder Investment Group is a self-directed investment club, facilitated by James Calano and Jared Wandry, which provides a forum for participants to access investment opportunities, discuss such opportunities with others, and invest directly with presenting entities at their sole discretion. It is not a legal entity and is not registered with the Securities and Exchange Commission or any state securities agency. Each participant agrees and understands that neither Boulder Investment Group, including its members, advisory board, screening teams, and contract IT vendor (Mountain Jet Media LLC), nor James Calano or Jared Wandry, or any individual who succeeds either of them as a facilitator (collectively, “BIG”), is an investment adviser, financial planner, investment company, investment fund, investment bank, broker dealer, or investment clearing-house.
BIG provides no investment advice or recommendations with respect to any particular companies, funds, or asset classes to any participant. BIG’s screening teams review sponsor submissions against BIG’s administrative submission requirements, such as track record documentation and an existing-member reference, to determine whether an offering is eligible to be presented to BIG participants. This process does not evaluate, endorse, or make any representation regarding the investment merits of any offering, and does not constitute investment advice or a recommendation. BIG receives no compensation from any source other than fixed, non-performance-based fees collected directly by its contract IT vendor, as further described below.
BIG makes no representations or warranties as to the completeness or accuracy of information conveyed about investment opportunities, including any capital-raised figures or sponsor-reported performance metrics (such as MOIC, IRR, cash-on-cash return, DPI, or TVPI) that BIG may track or share with members; such figures are self-reported by sponsors, are not verified or endorsed by BIG, and do not constitute investment advice or a representation of future results. Where a sponsor-reported figure is not available, BIG may supplement it with information gathered from other sources, including other participants; any figure so obtained is provided on the same unverified basis as sponsor-reported figures. Any status label, target comparison, or similar characterization BIG may apply to such figures reflects a mechanical comparison only, is not verified or endorsed by BIG, does not constitute investment advice or any opinion by BIG regarding a sponsor or offering, and should not be relied upon in making any investment decision.
Participants must conduct their own due diligence on any investment they choose to make, and each participant is solely responsible for his or her own investment decisions. If a participant chooses to make an investment, the participant shall invest directly with the company or fund; BIG does not act as an intermediary. Presenting sponsors, not BIG, are solely responsible for conducting their own know-your-customer, anti-money-laundering, and other diligence on any participant who invests with them. Information about sponsors and their offerings is shared for each participant’s individual evaluation only; participants agree to keep such information confidential and not to further distribute it outside BIG, and BIG is not responsible for a participant’s unauthorized use or disclosure of any such information.
BIG provides certain tools through which participants may communicate directly with one another regarding sponsors and offerings, including Peer-to-Peer Sponsor Groups (P2P Groups) and Circle.so-hosted community features. BIG has no obligation to monitor, and does not monitor, communications exchanged between participants through any such tool. Each participant is solely responsible for any information, opinion, or statement he or she shares with other participants through any such tool, and BIG does not review, verify, endorse, or assume any responsibility for any information, opinion, or recommendation shared by a participant through any such tool.
All investment opportunities presented involve a high degree of risk, and all participants agree that they are able to bear the risk of complete financial loss. No person affiliated with BIG (or BIG itself) will be held responsible for an individual participant’s use of the information, investment decision, or the results of any investment. To the fullest extent permitted by law, BIG accepts no liability for any loss, damage, or injury related to any participant’s participation in BIG, and each participant agrees to hold harmless his or her co-investors, BIG and BIG’s members, advisory board, screening teams, contract IT vendor (Mountain Jet Media LLC), and facilitators.
Disclosure
Mountain Jet Media LLC charges fixed, pre-set fees for membership processing and for sponsor applications and presentations, which fund the technology platform that allows BIG to operate as a digital club; no such fee varies based on the amount of capital raised or invested, or on investment performance, and no such fee is shared with BIG’s screening teams or anyone evaluating sponsor applications. Mountain Jet Media LLC is owned by Brandon Calano, who attends BIG’s board meetings in a non-voting capacity to help confirm the club’s technology and operations needs are met, but who has no vote on any sponsor application, screening decision, or membership decision.
BIG may amend this disclaimer at any time; continued participation in BIG following such an amendment constitutes acceptance of the amended disclaimer.
Join the Boulder Investment Group
Submit an Application
If you're a serious investor who is seeking quality, curated deal flow and a community of seasoned co-investors, you belong in BIG. Click below to become a member.
Takes three minutes