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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.

Key Investor Contacts Template

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

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.

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.

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.

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.

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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