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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.
Services included:
Board & Investor Management
Investor Selection
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Daniel
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Daniel also coaches for MBA and Career Coaching. View all.
Offered by Daniel R.
Joined September 2024
5.0
Self-funded Searcher turned SMB Owner
I have experience structuring a self-funded search, evaluating deals, conducting due diligence, working with sellers, and modeling post-transaction financials. I can help those who are considering this path, are mid-search, or are in the final innings of a deal. In 2022, as an MBA student at Yale School of Management, I took three courses on ETA and wrote two papers with A.J. Wasserstein, Pioneer in the world of Search and ETA. I fell in love with the model and determined that I needed to find a way to do this for my career. Following my MBA, I interned at a Traditional Search fund investor for the summer and learned a great deal about what investors look for in Searchers. Following a two-year stint in Management Consulting, I decided to pursue a self-funded search in my home state of Utah. After 6 months of full-time search, I found a small company at which I was hired with the intention to acquire the company (Acqui-hire) and which I will close by late Summer 2025.
$593.75
5h of coaching