Alternative Investment Opportunities

1,100 member investors gaining access to peer-sourced deal flow

Alternative Investment Opportunities

1,100 member investors gaining access to peer-sourced deal flow

A Referral-Based, Private Investment Club—86% of Members are Qualified Purchasers

A Referral-Based, Private Investment Club—86% of Members are QPs

A Referral-Based, Private Investment Club 86% of Members are QPs

BIG's Thesis

Serious Investors, Stronger Together

The Boulder Investment Group, known as "BIG," was founded in 2009 on a simple premise: a coalition of sophisticated, like-minded investors with compatible financial goals can surface a greater number of choice opportunities than they could individually.

Today, BIG comprises 1,100 members who refer their best-performing sponsors, screen deal applications and champion the most promising alternatives. Our group only considers offerings from sponsors with whom one or more members have deployed capital—and would invest with again.

At its core, BIG is an investment club anchored by a close-knit community of dedicated member volunteers. BIG members' $20+ billion collective net worth and investing clout provides sponsors an incentive to offer lower fees and minimums. Our club does not have a fund, nor do we syndicate deals. Members invest independently and directly with sponsors.

BIG's Thesis

Serious Investors, Stronger Together

The Boulder Investment Group, known as "BIG," was founded in 2009 on a simple premise: a coalition of sophisticated, like-minded investors with compatible financial goals can surface a greater number of choice opportunities than they could individually.

Today, BIG comprises 1,100 members who refer their best-performing sponsors, screen deal applications and champion the most promising alternatives. Our group only considers offerings from sponsors with whom one or more members have deployed capital—and would invest with again.

At its core, BIG is an investment club anchored by a close-knit community of dedicated member volunteers. BIG members' $20+ billion collective net worth and investing clout provides sponsors an incentive to offer lower fees and minimums. Our club does not have a fund, nor do we syndicate deals. Members invest independently and directly with sponsors.

BIG's Thesis

Serious Investors, Stronger Together

The Boulder Investment Group, known as "BIG," was founded in 2009 on a simple premise: a coalition of sophisticated, like-minded investors with compatible financial goals can surface a greater number of choice opportunities than they could individually.

Today, BIG comprises 1,100 members who refer their best-performing sponsors, screen deal applications and champion the most promising alternatives. Our group only considers offerings from sponsors with whom one or more members have deployed capital—and would invest with again.

At its core, BIG is an investment club anchored by a close-knit community of dedicated member volunteers. BIG members' $20+ billion collective net worth and investing clout provides sponsors an incentive to offer lower fees and minimums. Our club does not have a fund, nor do we syndicate deals. Members invest independently and directly with sponsors.

By the numbers

17 Years of Conviction

The metrics below are the result of BIG members referring sponsors they trust—and then committing capital to the most compelling opportunities. Our membership has grown from 5 to 1,100+ since 2009, all from referrals.

By the numbers

17 Years of Conviction

The metrics below are the result of BIG members referring sponsors they trust—and then committing capital to the most compelling opportunities. Our membership has grown from 5 to 1,100+ since 2009, all from referrals.

225+

Offerings presented since 2009

225+

Offerings presented since 2009

225+

Offerings presented since 2009

$1.5B+

Invested in past BIG offerings

$1.5B+

Invested in past BIG offerings

$1.5B+

Invested in past BIG offerings

1,100+

Active members

1,100+

Active members

1,100+

Active members

$20B+

Collective member net worth

$20B+

Collective member net worth

$20B+

Collective member net worth

Timing and Format

Event Presentations

BIG hosts a virtual Zoom event every six weeks, 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 with a Q&A session one week later for deeper exploration. BIG does not have a fund, nor do we syndicate deals—members invest independently and directly with sponsors.

Timing and Format

Event Presentations

BIG hosts a virtual Zoom event every six weeks, 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 with a Q&A session one week later for deeper exploration. BIG does not have a fund, nor do we syndicate deals—members invest independently and directly with sponsors.

WHAT WE INVEST IN

BIG’s Preferred Asset Classes

Our members favor cash-flowing, long-term investments in the following asset classes.

WHAT WE INVEST IN

BIG’s Preferred Asset Classes

Our members favor cash-flowing, long-term investments in the following asset classes.

01

Real Estate

SPVs and funds—specifically multifamily, industrial, mobile home parks and build-to-rent SF homes—structured for cash flow and long-term appreciation

01

Real Estate

SPVs and funds—specifically multifamily, industrial, mobile home parks and build-to-rent SF homes—structured for cash flow and long-term appreciation

01

Real Estate

SPVs and funds—specifically multifamily, industrial, mobile home parks and build-to-rent SF homes—structured for cash flow and long-term appreciation

02

Private Credit

Credit/debt funds, real estate lending, middle-market lending and CLOs—targeting consistent yield with capital preservation

02

Private Credit

Credit/debt funds, real estate lending, middle-market lending and CLOs—targeting consistent yield with capital preservation

02

Private Credit

Credit/debt funds, real estate lending, middle-market lending and CLOs—targeting consistent yield with capital preservation

03

Private Equity

Buyout funds, GP stakes, secondaries, and growth companies—with experienced operators and defined exit strategies

03

Private Equity

Buyout funds, GP stakes, secondaries, and growth companies—with experienced operators and defined exit strategies

03

Private Equity

Buyout funds, GP stakes, secondaries, and growth companies—with experienced operators and defined exit strategies

04

Venture Capital

Diversified VC funds across energy, technology, and consumer sectors—managed by fund managers with verifiable track records

04

Venture Capital

Diversified VC funds across energy, technology, and consumer sectors—managed by fund managers with verifiable track records

04

Venture Capital

Diversified VC funds across energy, technology, and consumer sectors—managed by fund managers with verifiable track records

Presenting Entities

Sponsors

Featured presenters are not only fund managers, general partners, and company founders, but also respected asset-class experts. BIG's most popular sponsors have presented several times on multiple SPVs/funds, and have collectively raised $1.5+ billion. If you are interested in presenting, submit an application.

Presenting Entities

Sponsors

Featured presenters are not only fund managers, general partners, and company founders, but also respected asset-class experts. BIG's most popular sponsors have presented several times on multiple SPVs/funds, and have collectively raised $1.5+ billion. If you are interested in presenting, submit an application.

Significant Contributors

BIG's Leadership Team

BIG thrives thanks to our volunteer board and screening moderators—as well as 60+ screening volunteers

Significant Contributors

BIG's Leadership Team

BIG thrives thanks to our volunteer board and screening moderators—as well as 60+ screening volunteers

Jimmy Calano

Founding Member, Co-Facilitator, Board, Screener

Jimmy Calano

Founding Member, Co-Facilitator, Board, Screener

Jimmy Calano

Founding Member, Co-Facilitator, Board, Screener

Jared Wandry

Board Chair, Co-Facilitator, Screening Captain

Jared Wandry

Board Chair, Co-Facilitator, Screening Captain

Jared Wandry

Board Chair, Co-Facilitator, Screening Captain

Rob Kaufman

Co-Facilitator Emeritus, Board, Screener

Rob Kaufman

Co-Facilitator Emeritus, Board, Screener

Rob Kaufman

Co-Facilitator Emeritus, Board, Screener

Jim Warner

Event Emcee, Presentation Coach, Board, Screener

Jim Warner

Event Emcee, Presentation Coach, Board, Screener

Jim Warner

Event Emcee, Presentation Coach, Board, Screener

Brandon Calano

Tech & Operations Liaison, Mountain Jet Media

Brandon Calano

Tech & Operations Liaison, Mountain Jet Media

Brandon Calano

Tech & Operations Liaison, Mountain Jet Media

Jacob Avery

Board, Screening Moderator

Jacob Avery

Board, Screening Moderator

Jacob Avery

Board, Screening Moderator

Bradford Kirby

Board, Screening Moderator

Bradford Kirby

Board, Screening Moderator

Bradford Kirby

Board, Screening Moderator

David Forsberg

Board, Screening Moderator

David Forsberg

Board, Screening Moderator

David Forsberg

Board, Screening Moderator

Leyla Kunimoto

Board, Screener

Leyla Kunimoto

Board, Screener

Leyla Kunimoto

Board, Screener

Greg Collins

Board, Screener

Greg Collins

Board, Screener

Greg Collins

Board, Screener

Elias Bachmann

Board, Screening Moderator

Elias Bachmann

Board, Screening Moderator

Elias Bachmann

Board, Screening Moderator

Shawn Goodman

Board, Screener

Shawn Goodman

Board, Screener

Shawn Goodman

Board, Screener

Scott Herrin

Board, Screener

Scott Herrin

Board, Screener

Scott Herrin

Board, Screener

Tamsin Jacky

Women of BIG Facilitator

Tamsin Jacky

Women of BIG Facilitator

Tamsin Jacky

Women of BIG Facilitator

James Dala

Support, Mountain Jet Media

James Dala

Support, Mountain Jet Media

James Dala

Support, Mountain Jet Media

Join our Investment Club

Apply for Membership

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.

Join our Investment Club

Apply for Membership

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.

Join our Investment Club

Apply for Membership

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.

·

·

Based in Boulder, Colorado

DISCLAIMER: 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. 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.

·

·

Based in Boulder, Colorado

DISCLAIMER: 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. 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.

DISCLAIMER: 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. 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.