Application Process

Companies who would like to be considered to present at an upcoming Roundtable Investment meeting need to submit an online application, upload an executive summary that is no more than 5 pages long, and pay a $150 application fee.

Applications are routed to our screening board at the end of each month. See MEETING SCHEDULE AND APPLICATION DEADLINES for more information on meeting dates and deadlines.

The screening board selects a group of companies that move forward to the 2nd tier screening round. Those companies are asked to present to our screening/coaching board early in the month when the meeting will take place.

From that group, companies will be selected to present at an upcoming meeting.

The companies selected to present will participate in a coaching session prior to the meeting. The goal of the coaching session is to help each presenter prepare to be as effective as possible during his/her presentation to the investors.

Questions? Please contact k.lanum@zinosociety.com.



Once we receive your application we will contact you with further instructions.

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