Best Practices for Emailing an Investor

Best Practices for Emailing an Investor

October 3, 2023 by investor

Best Practices for Emailing an Investor

Here are some best practices for emailing an investor:

Put the name of your company in the subject line.

Use social media for making contact but not for pitching.

Spellcheck the email to eliminate any typos.

Refine the email to exclude filler words and phrases to make it as tight as possible.

Don’t use a docsend as it can come across as invasive.

Keep the email to less than 150 words.

Include three key metrics to show traction and performance.

Attach a pitch deck or one-page teaser with additional information.

Include a call to action.

Create a sense of urgency by mentioning some upcoming target dates.

Use the email to update the investor and build a relationship.

Finally, keep it friendly.


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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.