The Founder's Playbook to Identify, Source, and Evaluate Your Ideal Investor

What do I get?

A five-step proven process to help you identify, source, and evaluate your ideal investor.

You'll learn how to conduct due diligence on investors the way they conduct due diligence on you and your startup.

Be able to answer the question: is the investor the right fit?

The playbook includes:

• 17 critical steps to identify your ideal prospective investor before fundraising
• How to operationalize your fundraise using a CRM
• 5 strategies to verify an investor's track record
• 5 steps to take when checking an investor's references
• 9 questions to ask when checking an investor's references
• The 5 types of investors you can target
• 5 ways to identify if you're an investor fit
• 6 steps to follow when evaluating an investor's terms
• 9 questions to ask a prospective investor

Who is this for?

Startups who are:

• Preparing to fundraise
• New to fundraising from angels, VCs, family offices, etc.
• Overwhelmed and unsure where to begin in identifying the right investors for their startup
• In a fundraising rut, having difficulty finding the right investors