Investor Meeting Playbook + Template

Come to your meetings with prospective investors more prepared than ever.

The Investor Meeting Playbook includes tips and tricks gathered from our years of experience helping portfolio managers and investment boutique founders close deals with investors.

✔ Understand the audience you’re pitching to
✔ Get actionable steps to plan a better pitch
✔ Learn the top questions you should be prepared to answer
✔ Lead a meeting that builds trust and confidence
✔ Uncover tips specific to investor meetings

File format: .pdf (open with any browser)

The Meeting Prep Template includes everything you need to make note of before you come to the table.

✔ Document your meeting objectives
✔ Note key details such as firm AUM
✔ Prepare important information about your attendees
✔ Break down key topics
✔ Each section includes industry-specific advice
✔ Fully editable

File format: .docx (open with Microsoft Word, Google Docs, or other word processor)