The Ultimate Investor Meeting Toolkit

Investor Meeting Toolkit
March 13, 2015 By Alida Miranda-Wolff

This post, the Ultimate Investor Meeting Toolkit, 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, save the date for “Early Stage Investment 101on June 17.

Genevieve Thiers — the brains behind Sittercity and ContactKarma — outlined the five documents every entrepreneur needs to prepare for an investor meeting (and to keep themselves on track) at the launch of the 1871/Hyde Park Angels Entrepreneurial Education Series, “Are You Ready to Raise.” She also generously shared her own templates with us. And here they are!

These are proven templates from a successful founder for building the ultimate investor meeting toolkit:

  1. Executive Summary
  2. Pitch Deck (Make sure to review in tandem with our step-by-step pitch deck guide)
  3. Competitive Overview
  4. 3 Year Financial Projections
  5. Cap Table and Model

For more guidance and wisdom from top-tier entrepreneurs and investors like Genevieve, watch the full recording of “Are You Ready to Raise,” read the Entrepreneurial Education Series program, and check out our latest post on building the perfect pitch deck.