Before you launch a fundraise, first plan out your investor engagement:

Follow these steps to prepare:

Create a timeline, giving yourself three to six months before launching the campaign.

Make a list of your key contacts, including both investors and connectors.

This includes people who know investors and can connect you with them.

Prioritize the list based on who would be the most likely to help you.

Determine how you will gain an introduction to each investor by looking at mutual contacts and network affiliations.

Develop your investor documents, including pitch deck, financial forecast, and diligence documents.

Write out a series of email templates for introductions, follow-ups, and updates.

Identify three to five investors to target first to practice the pitch and update the deck so it’s complete.

Track who has seen your deal through email and who has heard your pitch.

Develop a series of communications to send out to carry the investor through the process.

This will make follow-up simpler.

The more structure and content you put in place before the launch, the easier it will be to execute the raise.

 

Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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Thank you for joining your host Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing.
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Disclaimer:
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.