๐ ๐๐ผ๐๐ป๐ฑ๐ฒ๐ฟ ๐๐ต๐ฒ๐ฐ๐ธ๐น๐ถ๐๐ ๐๐ฒ๐ณ๐ผ๐ฟ๐ฒ ๐๐ฎ๐๐ป๐ฐ๐ต๐ถ๐ป๐ด ๐ฎ ๐ฅ๐ฎ๐ถ๐๐ฒ ๐ 1.) ๐๐ฟ๐ฒ๐ฎ๐๐ฒ ๐ ๐๐น๐๐ถ๐ฝ๐น๐ฒ ๐๐ฒ๐ฐ๐ธ๐: ๐ Tailor your decks to different investor interests. For example, if you're in mental health/consciousness and CPG, create separate decks for each. Similarly, if you're pitching Alt Protein and CleanTech/Sustainability, prepare distinct presentations for each. 2.) ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ง๐ต๐ฒ๐๐ถ๐: ๐ Build a comprehensive 10-page template with a clickable table of contents. This ensures you control the dialogue when your venture partner presents your investment to their team. One of the most frustrating things is having a great call with a partner at the firm only to receive an email two days later saying the team rejected it. This often happens because the partner botched the pitch. Remember, no one can pitch better than you, so you must control the dialogue at all times, even when you're not there. ๐ฏ.) ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น: ๐ต Ensure your financial model is robust and trustworthy. Don't make a perfect business school model, it must withstand investor scrutiny to avoid distrust or deal failure and be defensible. ๐ฐ.) ๐๐ถ๐๐๐ผ๐ฟ๐ถ๐ฐ๐ฎ๐น ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐: ๐ Keep historical financials clean and straightforward, with notes on any unusual areas. 5.) ๐๐ฎ๐๐ฎ ๐ฅ๐ผ๐ผ๐บ ๐ฆ๐ฒ๐๐๐ฝ: ๐๏ธ Build a clean, professional data room to present data elegantly and make an investorโs job as easy as possible. ๐ฒ.) ๐๐บ๐ฎ๐ถ๐น ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป๐: ๐ง Prepare 3-4 email campaigns that fit each investor profile, each with 4-5 sequences depending on the investor. 7.) ๐๐ถ๐ป๐ธ๐ฒ๐ฑ๐๐ป ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป๐: ๐ฌ Craft compelling LinkedIn messages within the 300-character limit. Avoid the common pitfall of starting with "Hey John - great to connect!" Instead, grab their attention with the first few words, saving the niceties for the end. ๐ด.) ๐๐บ๐ฎ๐ถ๐น ๐ฆ๐ฒ๐๐๐ฝ: ๐ ๏ธ Build 3-4 subdomains and set up 20-25 email addresses. Ensure no email sends more than 15 emails per day to avoid spam filters and maintain a healthy email score with synthetic interactions. ๐ต.) ๐๐ฒ๐ ๐ฆ๐ฒ๐น๐น๐ถ๐ป๐ด ๐ฃ๐ผ๐ถ๐ป๐๐: ๐ Compile basic company information so your pipeline specialist does not need to bother you for easy info during the raise. ๐ญ๐ฌ.) ๐ข๐ฏ๐ท๐ฒ๐ฐ๐๐ถ๐ผ๐ป ๐๐ฎ๐ป๐ฑ๐น๐ถ๐ป๐ด: ๐ก Prepare responses for the 15-20 common objections specific to your niche to overcome objections pre-call, post-call, and during closing. If you take every 'not a fit' at face value, fundraising will take WAY too long - be prepared to overcome objections succinctly and clearly along each step. ๐ญ๐ญ.) ๐๐ผ๐ฐ๐๐บ๐ฒ๐ป๐ ๐ฃ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฎ๐๐ถ๐ผ๐ป: ๐ As you get close to bringing in your lead, be ready for the 4-5 specific documents a firm may ask for in their own idiosyncratic way (e.g., staffing plans, model changes, clarifying IP, product roadmap).
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๐ ๐๐ผ๐๐ป๐ฑ๐ฒ๐ฟ ๐๐ต๐ฒ๐ฐ๐ธ๐น๐ถ๐๐ ๐๐ฒ๐ณ๐ผ๐ฟ๐ฒ ๐๐ฎ๐๐ป๐ฐ๐ต๐ถ๐ป๐ด ๐ฎ ๐ฅ๐ฎ๐ถ๐๐ฒ ๐ 1.) ๐๐ฟ๐ฒ๐ฎ๐๐ฒ ๐ ๐๐น๐๐ถ๐ฝ๐น๐ฒ ๐๐ฒ๐ฐ๐ธ๐: ๐ Tailor your decks to different investor interests. For example, if you're in mental health/consciousness and CPG, create separate decks for each. Similarly, if you're pitching Alt Protein and CleanTech/Sustainability, prepare distinct presentations for each. 2.) ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ง๐ต๐ฒ๐๐ถ๐: ๐ Build a comprehensive 10-page template with a clickable table of contents. This ensures you control the dialogue when your venture partner presents your investment to their team. One of the most frustrating things is having a great call with a partner at the firm only to receive an email two days later saying the team rejected it. This often happens because the partner botched the pitch. Remember, no one can pitch better than you, so you must control the dialogue at all times, even when you're not there. ๐ฏ.) ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น: ๐ต Ensure your financial model is robust and trustworthy. Don't make a perfect business school model, it must withstand investor scrutiny to avoid distrust or deal failure and be defensible. ๐ฐ.) ๐๐ถ๐๐๐ผ๐ฟ๐ถ๐ฐ๐ฎ๐น ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐: ๐ Keep historical financials clean and straightforward, with notes on any unusual areas. 5.) ๐๐ฎ๐๐ฎ ๐ฅ๐ผ๐ผ๐บ ๐ฆ๐ฒ๐๐๐ฝ: ๐๏ธ Build a clean, professional data room to present data elegantly and make an investorโs job as easy as possible. ๐ฒ.) ๐๐บ๐ฎ๐ถ๐น ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป๐: ๐ง Prepare 3-4 email campaigns that fit each investor profile, each with 4-5 sequences depending on the investor. 7.) ๐๐ถ๐ป๐ธ๐ฒ๐ฑ๐๐ป ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป๐: ๐ฌ Craft compelling LinkedIn messages within the 300-character limit. Avoid the common pitfall of starting with "Hey John - great to connect!" Instead, grab their attention with the first few words, saving the niceties for the end. ๐ด.) ๐๐บ๐ฎ๐ถ๐น ๐ฆ๐ฒ๐๐๐ฝ: ๐ ๏ธ Build 3-4 subdomains and set up 20-25 email addresses. Ensure no email sends more than 15 emails per day to avoid spam filters and maintain a healthy email score with synthetic interactions. ๐ต.) ๐๐ฒ๐ ๐ฆ๐ฒ๐น๐น๐ถ๐ป๐ด ๐ฃ๐ผ๐ถ๐ป๐๐: ๐ Compile basic company information so your pipeline specialist does not need to bother you for easy info during the raise. ๐ญ๐ฌ.) ๐ข๐ฏ๐ท๐ฒ๐ฐ๐๐ถ๐ผ๐ป ๐๐ฎ๐ป๐ฑ๐น๐ถ๐ป๐ด: ๐ก Prepare responses for the 15-20 common objections specific to your niche to overcome objections pre-call, post-call, and during closing. If you take every 'not a fit' at face value, fundraising will take WAY too long - be prepared to overcome objections succinctly and clearly along each step. ๐ญ๐ญ.) ๐๐ผ๐ฐ๐๐บ๐ฒ๐ป๐ ๐ฃ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฎ๐๐ถ๐ผ๐ป: ๐ As you get close to bringing in your lead, be ready for the 4-5 specific documents a firm may ask for in their own idiosyncratic way (e.g., staffing plans, model changes, clarifying IP, product roadmap).
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You've sent out your initial email to potential investors and now itโs time to follow up. But how to do it? ๐ค In our latest post on Nurturing Investor Connections, Marco Torregrossa digs deep into how founders can craft engaging follow-up emails to investors. He breaks down each section of a well-crafted email and provides tips on how to make it more impactful. โจ A template follow-up email is also available for download in the post. โจ Check it out ๐ https://lnkd.in/dMnFRkMK
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People are naturally curious โ they love getting a sneak peek into other people's businesses. So what's the best way to maintain a potential investor's interest? By sending them a regular newsletter that gives them a sneak peek into YOUR business, of course! Here is why sending a newsletter can keep your potential investors hooked: 1๏ธโฃ Stay Connected: Newsletters offer a way for you to keep all your potential investors updated simultaneously, ensuring they're always in the loop about what you are working on. 2๏ธโฃ Build Trust: By regularly sharing what your business is up to, you inspire trust. Consistency is a cornerstone of reliability, and investors appreciate knowing you're serious about your business. 3๏ธโฃ Professional Image: Well-written newsletters give your business a professional edge. They also showcase your commitment to regular and transparent communication. ๐ก Pro Tip: Don't reinvent the wheel; repurpose the content you're already creating. For instance, if you're providing monthly project updates to investors, you can easily adapt the same content for your monthly newsletter, saving time and effort. And why stop there? Repurposing can also extend to your social media strategy โ that same content can find a new home on your social channels. ๐ โ So, do you currently send newsletters to your investors? ๐โ๏ธ๐โ๏ธ โ And if you do, how frequently are you hitting their inboxes? ๐๏ธ๐ง . . . . . #TheInvestables #InvestmentTipsAndTricks #InvestmentSuccessSecrets
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The Art of the Investor Update Email, Beyond the Boring Ugh, those investor update emails can feel like a chore. But here's a secret weapon: Turn them into opportunities to engage! - Subject Line Matters: Think like a journalist, not an accountant. Instead of "Monthly Update," try "Milestone Hit: Quick Win". - The One-Sentence Hook: Start strong! Summarize a key achievement or a "need-to-know" challenge in a single sentence that demands attention. - Visuals are Your Friend: A simple chart showing key metric trends is more impactful than a paragraph of numbers. - Forward-Looking Focus: Yes, report what happened, but emphasize what's NEXT and how it drives toward the big vision. - The Smart "Ask": Don't just ask for money. Need an industry intro? Help validating a product feature? Be clear Dreading your next investor update? I feel you! But with these tips, it could be less about reporting and more about building a partnership.
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Refocusing on what we do best Investment professionals: listen up. Our young company, Paula, is evolving and zeroing in on what we enjoy the most and do best. From now on weโll only do Custom Websites, HubSpot Implementations and Sales Pitches. This post is the official launch of the Sales Pitch offer. The goal? Pitch so that you become the undeniable choice. This particular presentation is catered towards the investment industry, but we can create pitches for anyone. Iโd say more but it seems more fitting to let our pitch do the pitching. DM for more info. PS: Our website is not yet up to date with our new service offering, but that's coming.
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Investment Wisdom: Top Tips for Financial Success #InvestmentTips #FinancialSuccess #SoomroCo #InvestorTips #WealthBuilding #InvestmentStrategies #FinanceInsights #SmartInvesting #FinancialAdvice #InvestmentWisdom
๐ Calling all Investors! Here are some invaluable tips to supercharge your investment journey. ๐ Investment Tip #1: Diversify Your Portfolio Don't put all your eggs in one basket. Spread your investments across different asset classes to minimize risk. #InvestmentTips #Diversification Investment Tip #2: Stay Informed Knowledge is power. Keep up with market trends, economic news, and industry developments. It's your best defense against unexpected market shifts. #InvestorInsights #StayInformed Investment Tip #3: Cold Lead Generation Explore untapped opportunities with cold leads. At Soomro.co, we offer data solutions that help you connect with potential investments early. #ColdLeads #InvestmentStrategies Investment Tip #4: Long-term Vision Patience pays off. Consider long-term investments that align with your financial goals and risk tolerance. #LongTermInvesting #FinancialPlanning Investment Tip #5: Risk Management Protect your investments with a well-thought-out risk management strategy. Diversify, set stop-loss orders, and stay prepared for market fluctuations. #RiskManagement #InvestmentStrategy Investment Tip #6: Expert Advice Seek guidance from experienced advisors and professionals. Their insights can help you make informed decisions. #InvestmentAdvice #FinancialAdvisors Investment Tip #7: Monitor Your Portfolio Regularly review your portfolio's performance and make adjustments as needed. Stay proactive to maximize returns. #PortfolioManagement #InvestorTips Investment Tip #8: Embrace Technology Leverage tools and platforms like Soomro.co for data-driven insights and efficient investment strategies. #TechInnovation #InvestmentTools Investment Tip #9: Set Clear Goals Define your investment objectives, whether it's retirement, wealth generation, or a specific financial milestone. Clarity leads to better choices. #FinancialGoals #InvestmentObjectives Investment Tip #10: Stay Calm, Avoid Impulse Emotional decisions can lead to financial pitfalls. Stick to your strategy, even in turbulent markets. #EmotionalInvesting #SteadyHand At Soomro.co, we're here to support your investment journey. Our data solutions empower you with actionable insights and efficient lead generation. Connect with us to explore how we can enhance your investment strategy. ๐ #InvestmentJourney #FinancialSuccess #InvestorTips #SoomroCo
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The top 5 problems I see with CEO's/M.D's trying to raise: 1a. Marketing decks - If it looks like an 08' PowerPoint, if it doesn't have tracking/attribution enabled, if it goes with the typical structure of Open, Problem, Solution, Market, Terms. If you go with the open, narrative, TAM, solution shtick you're blending into every other mid-tier deck investors have consumed. Encouraging visual blindness and preventing optimisation and consumption % and thus booked prospective capital meetings. 1b. Making one deck - Optimise optimise optimise! Read the analytics of the deck and optimise to increase meeting booked % and completion rate. 2. Lack of competitive analysis - Founders typically get emotionally attached and refuse to be cold-blooded about their place in the market and their competitive matrix. It's human nature of course but you need to method act as a day trader, you have a thesis and only confirm it from the charts and data, with zero emotion. Leave the emotion for the long hours, recruitment and sales, not for whether you have a product to market fit/can compete. Otherwise, it'll end in heartbreak! 3. Purely relying on network for capital commitments - Every man (or woman) and their dog does this of course, but are you going to be limited by such a ceiling or are you going to leave no stone unturned? Email, Linkedin, Phone, Twitter, Voice-memos, Investor Sites, In-person events... rip it every single day, it matters to you doesn't it? Speed & execution are everything. 4. Not understanding your Investor persona - Pretty self-explanatory but have a long think, do you want capital or a partner, what kind of partner, have they built themselves or are they more geared towards adding value mid-stage/pre-IPO? Does the new LP bring their own human resource assets/connections or simply act as a C-suite exec? 5. Not recording/transcribing prospective capital meetings. You need to study your meetings like game tape. Where did you slip up? Could you have packaged that particular pitch better? Did you let them control the conversation? Could you of built better rapport etc? Obsess over the above funnel metrics before capital commitment to increase the actual capital committed! 6. Not working with me, get in touch for free consultation/assistance on all of the above.
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Contacting high net worth investors? Here's 17 tips I learned from my outreach (youโre welcome ๐): 1. Passion Attracts: Investors are drawn to start-ups with a clear and compelling vision, an excellent foundersโ story, and backed by genuine passion and dedication. 2. Customize Your Approach: Doing my homework both before and during the pitch meeting was crucial. Learn what investors care about โ then show them how you fit that thing. Tailoring my approach to fit their investment preferences made a huge difference. 3. Quality Pitch Decks Matter: The quality of the pitch deck really makes a difference. People buy with their eyes and are convinced by content. Are you an amateur or a pro? 4. Tell a Story: Personalizing your outreach with a compelling narrative can make a significant difference. Both company story and founder(s) story are huge! 5. Follow-Up: Craft well-timed and relevant follow-ups. Itโs your future, fight for it! Be relentless until you receive a yes or a no. 6. Be Authentic: Authentic content is a winner. Investors appreciate genuine and transparent communication. Not to mention they are human BS detectors! 7. Use Multiple Channels: In my experience emails get ignored far more than Linkedin messages. ๐ก 8. Concise Pitches: Investors are still unlikely to watch a 3-minute video pitch. Deliver key points concisely. 9. Highlight Your Team: It's not all about you; talk about your team and their expertise. Investors value a strong and dedicated team. Form an amazing STORY around them. 10. Personal Branding Matters: People do business with others they Know, Like, and Trust. 11. Focus on Your Business: The best businesses get the cash. Focus on your business. (Hard to do while fundraising!) 12. Show the Numbers: Investors want to see data and metrics that demonstrate your startup's potential. The better you know these, the more pro you appear. 13. A/B Testing is Critical: Experiment with both short and long messages to see what resonates best. 14. Leverage Personal Networks: Ask the wealthiest people you know for an intro to 5 people who may be interested in investing. When you reach out, ask those people for another 5. (See how that works?!) 15. Own Your Truth: Be confident and don't be afraid to share your journey. 16. Provide Value: Provide value to the reader. Don't just take; offer insights and knowledge. 17. Build Relationships: You can't hack relationship building. Meaningful connections take time and genuine effort. ๐ค Whatโs the most surprising thing you've learned from your investor outreach? ๐ข Comment or DM me "funding" to hear more from me about raising money for your startup. I'm here to serve! ________________________________________ ๐ Repost to your network if you enjoyed it and follow Travis James Mathers, for more about fundraising, entrepreneurship, high performance, and reaching your full potential. #business #entrepreneurship #fundraising
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Another step in our evolution: Helping investment managers put their best foot forward.
Refocusing on what we do best Investment professionals: listen up. Our young company, Paula, is evolving and zeroing in on what we enjoy the most and do best. From now on weโll only do Custom Websites, HubSpot Implementations and Sales Pitches. This post is the official launch of the Sales Pitch offer. The goal? Pitch so that you become the undeniable choice. This particular presentation is catered towards the investment industry, but we can create pitches for anyone. Iโd say more but it seems more fitting to let our pitch do the pitching. DM for more info. PS: Our website is not yet up to date with our new service offering, but that's coming.
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Founder & CEO @ BeFound Social ๐ โ Turning names into money-making brands using Social Media and Email โ Helping B2B Founders & Coaches Become Full-Stack Personal Brands โ Ghostwriter, Copywriter, Content Specialist
"Don't send pitch-decks unless you want to be ignored" - Prateek Sanjay I've been experimenting with Cold Email campaigns lately. Especially in the past 4-5 months or so. Some for SaaS Founders for B2B partnerships. Some for Agency Owners for booking appointments. Some for signing clients for my own business, BeFound Social. But I never kicked off ANY campaign for investor outreach. Enter, Prateek. We had a 2-hour call related to a client I'm working with. Objective: Launch an investor outbound campaign to raise funding. And I can vividly see the difference. Here's the crash course condensed in 5 tips: 1. Investors invest first in the market, second in the founder. 2. Copy takes 3 minutes to write. Research takes hours. 3. Sometimes it's a content issue, sometimes a foresight issue. 4. Don't send pitch-decks via email unless you want to be ignored. 5. Keep it under 50 words at a 4th grade reading level. *Bonus 6th. Microsoft > Google. Keep it short. Give them a taste-test. Don't throw them a buffet.
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Founder & Managing Partner helping our clients raise 200M+ this year ๐ฐ
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