Build Your Investor Outreach Materials

Build Your Investor Outreach Materials

Offered by Nick B.

Experienced Investor & Business Buyer | Goldman Sachs, Citadel, Echo Street

Queen's University Logo

Studied at Queen's University

Citadel Logo

Worked at Citadel

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


Nick B.

Offered by Nick B.

Joined January 2026

Experienced Investor & Business Buyer | Goldman Sachs, Citadel, Echo Street

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I have more recently spent the last 2 years in the ETA world and been under LOI on 3 businesses including currently in process of closing a 9 location brick and mortar platform. I can discuss all aspects of the ETA process including sourcing, modelling, due diligence and raising money. Previously, I spent the last 10 years in investment banking (Goldman Sachs) and investing (Citadel and Echo Street) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer.

Experience level: Vice President

$1,895.25

5h of coaching

Sign in
Free events