Build Your Investor Outreach Materials

Build Your Investor Outreach Materials

Offered by Max M.

5.0

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Experienced Searcher & ETA

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Goldman Sachs Logo

Worked at Goldman Sachs

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


Max M.

Offered by Max M.

Joined February 2024

5.0

Experienced Searcher & ETA

I am highly experienced in ETA, with multiple internships and coursework at Wharton in the space.

Experience level: Executive

Open to working with clients outside the U.S.

$612

5h of coaching

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    Build Your Investor Outreach Materials by Max M. | Leland