Build Your Investor Outreach Materials

Build Your Investor Outreach Materials

Offered by Anna O.

5.0

()

Former Searcher | Current Franchisee Operator

Harvard Business School Logo

Studied at Harvard Business School

Boston Consulting Group Logo

Works at Boston Consulting Group

Package Description:

Investors need clear, professional materials before committing capital. This package focuses on helping you create an investor-facing toolkit that inspires confidence and drives engagement. From a polished one-pager to a segmented investor list and outreach strategy, you’ll leave ready to begin meaningful conversations and build momentum with prospective backers. Key components of this package can include, but aren’t limited to: • Design a compelling one-pager that summarizes your vision. • Identify, tier, and segment target investors aligned with your thesis. • Create a customized cold outreach email sequence. • Learn best practices for follow-up and relationship building.


What you'll get from this package

Polished Investor One-Pager

Segmented Investor List (tiered and aligned with your thesis)

Cold Outreach Email Template Sequence


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Board & Investor Management

Investor Selection


Anna O.

Offered by Anna O.

Joined May 2023

5.0

Former Searcher | Current Franchisee Operator

Hi, my name is Anna and I am excited to get to know you! A bit about me -- I completed a nine-month self-funded search across multiple industries before entering into a multi-unit area development agreement with a national franchise. I have a Harvard MBA and training from the leading professors in ETA. I’m deeply active in the search fund community and I look forward to being your thought partner at any stage of your search journey -- from learning more about the model, to weighing the pros/cons of funded vs. self-funded to ideating during the thesis process, reviewing/providing guidance on PPM creation (if funded), discussing search strategy (proprietary vs. opportunistic), and everything in between!

Coaches professionally

Experience level: Executive

Open to working with clients outside the U.S.

$500

5h of coaching

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    Build Your Investor Outreach Materials by Anna O. | Leland