Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.

Build Investor Awareness to Secure Next-Round Financing – Phases 1-2

This blueprint shows how using public relations can significantly increase the success of receiving funding from investors.

Lead Gen Engine Diagnostic Tool

An easy to use diagnostic tool that will help you quickly pinpoint weakness within your lead gen engine.

Diagnose and Optimize Your Lead Gen Engine – Phases 1-2

88% of marketing professionals are unsatisfied with their ability to convert leads, but poor lead conversion is just a symptom of a much larger problem with the lead gen...

Diagnose and Optimize Your Lead Gen Engine

Quickly diagnose what’s not working within your lead gen engine so that you can remedy the issues uncovered and get back on track, building new customer relationships and...

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Build Investor Awareness to Secure Next-Round Financing

A startup needs to quickly secure new financing and leadership is looking to PR for support. The PR Lead needs to identify the Ideal Investor Profile, create targeted...

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Lead Gen Engine Optimization Strategy Template

A step-by-step document that walks you through how to properly optimize the performance of your lead gen engine.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.

Investor Pitch Deck Template

This template guides you in determining the information needed by investors as they evaluate a funding decision.

Investor Interview Insight Guide

This guide enables you to record feedback from select investors about their approach to evaluating companies looking for funding.

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