Tools

Lead Gen Engine Diagnostic Tool

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

Investor Website Data Checklist

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

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Investor Meeting Guide

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

Investor Interview Insight Guide

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

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Key Investor Contacts Template

This template allows you to identify key investors, list contact details, record outreaches, and document outcomes.

Legal AI Use Case Library

A curated set of use cases that provide a structured view of where AI can be applied across a law firm.

Legal AI Initiatives Prioritization Tool

Use this document to determine which AI initiatives are most aligned with your value and feasibility metrics and should be included on your list for further exploration.

GIS Initiative Prioritization and Roadmap Planning Tool

An Excel tool to prioritize your GIS initiatives and the creation of a GIS strategic roadmap.
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