Investor Outreach Checklist

# Investor Outreach Checklist

## Pre-prospecting
- Set a clear fundraising goal.
- Prepare a list of non-negotiables.
- Market research on investor types.
- Identity investor x Venture fit.

## Prospecting
- Build a criteria list.
- Build investor entities list.
- Identify the right investor to reach out in each company.

## Outreach
- Draft a clear and concise email.
- Prepare your marketing materials.
- Brainstorm your pitch deck. 
- Customize it to specific investors/groups.
- Decide on a tool to manage communication.
- Send customized email.
- Bonus: A/B test with different copies to see effectiveness.

## Follow-up
- Ask for feedback after a week if not received already.
- Ask if you can send monthly progress updates.
- Connect on LinkedIn to keep in touch.