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

Citi Bank Logo

Worked at Citi Bank

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


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Anna also coaches for MBA and Management Consulting. View all.


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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