The 4 Best Tech Tools to Use for Investor Meetings

May 26, 2015 By Michael Sachaj

This post is part of the Entrepreneurial Education Series, which brings together successful, influential entrepreneurs and investors to teach entrepreneurs everything they need to know about early-stage investment through events, articles, videos, and more. If you are interested in learning more about raising a round, register for “Early Stage Investment 101” on June 17.

Investor meetings can be stressful and time-intensive, especially when you’re trying to spend most of your time building your business. Still, they’re critical to your raise, so you have to carve out the time for them. With these time-saving, easy-to-use tech tools, you can make the whole process more productive and seamless.

1) Charlie

Track your meetings and get briefings on the people you’re meeting with Charlie App. One of the key elements in delivering an effective pitch is to know who your audience is, and Charlie does that for you, saving you time and putting together information you can reference before, after, and during your meeting. You can even use their new feature, “The Skim,” which provides news stories on the investor(s) and their groups.

2) Trello

With Trello, you can organize all of your important investor documents into boards you can see in one place and manage the status of your discussions with each investor. You can also track your to-do’s for the meeting beforehand, review relevant messages, and keep notes on who you’re meeting.

3) UberConference

If you have to hold your meeting remotely, make sure the experience is seamless. UberConference lets you set up your calls without having to give out or use any annoying pins. It’s also got slide-sharing features and can be accessed via phone, tablet, or computer.

4) ParkWhiz

If you’re driving into a meeting, don’t stress about where to find parking, or worse, end up late because you couldn’t find a spot. With ParkWhiz, you can find and reserve a spot in advance, saving yourself the time and the stress.

About Hyde Park Angels
Hyde Park Angels is transforming early-stage investing by taking a people first approach. The organization is the largest and most active angel group in the Midwest. With a membership of over 100 successful entrepreneurs, executives, and venture capitalists, the group provides critical strategic expertise to entrepreneurs and the entrepreneurial community. Nearly 40% of our members have founded a company, 88% are CEO’s, top executives or corporate board members, and 100% invest in startups. By leveraging the members’ deep and broad knowledge of multiple industries and financial capital, Hyde Park Angels has driven multiple exits and invested millions of dollars in over 40 portfolio companies that have created over hundreds of jobs in the Midwest since 2006.