𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: Starting early and building relationships ensures investor familiarity and trust. Structured communication and data-backed narratives improve fundraising success.
𝟏. 𝐄𝐚𝐫𝐥𝐲 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 ⏳
– Begin fundraising 9–18 months before runway ends.
– Map target investors, refine pitch materials, and clarify messaging.
– Engage early to build familiarity and credibility before active fundraising.
𝟐. 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐝 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 🚀
– Fundraising stages:
1. Define strategy
2. Identify investors
3. Prepare materials
4. Conduct meetings
5. Close commitments
– Combine storytelling with measurable traction, KPIs, and projections.
𝟑. 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩-𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 & 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 🤝
– Maintain consistent follow-ups and transparent updates.
– Prioritize long-term relationships over short-term transactions.
– Provide insights that demonstrate execution ability and strategic vision.
𝟒. 𝐎𝐮𝐭𝐜𝐨𝐦𝐞𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 ✅
– Increases fundraising success probability.
– Strengthens investor confidence and positions for future rounds.
– Emphasizes persistence, transparency, and clear data presentation.
Fundraising requires strategy, preparation, and consistent relationship-building. Early engagement and clear metrics enhance investor confidence.
Category: venture capital
𝐇𝐨𝐰 𝐓𝐨 𝐔𝐬𝐞 𝐊𝐏𝐈𝐬 𝐚𝐧𝐝 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 𝐟𝐨𝐫 𝐅𝐚𝐬𝐭𝐞𝐫 𝐋𝐏 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠
𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:
Transparent, data-driven reporting demonstrates competence and builds LP trust. Clear KPIs allow investors to monitor progress effectively.
𝐃𝐚𝐭𝐚-𝐃𝐫𝐢𝐯𝐞𝐧 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 📊
– Use clear, measurable KPIs to communicate progress and efficiency.
– Include metrics like CAC payback, burn multiple, revenue efficiency, and capital efficiency.
– Separate assumptions from outputs to maintain credibility and trust.
𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠 & 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 📈
– Prepare financial models and forecasts for early-stage and growth-stage portfolios.
– Deliver updates through dashboards, one-page briefs, and visual summaries.
– Help LPs understand portfolio-wide insights to deepen engagement.
𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 & 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 💡
– Maintain regular and structured updates to investors, even outside fundraising.
– Provide insights that are actionable, relevant, and aligned with LP interests.
– Combine quantitative results with context to convey strategy and execution.
𝐎𝐮𝐭𝐜𝐨𝐦𝐞𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 ✅
– Builds investor confidence and accelerates fundraising.
– Enhances long-term relationships and credibility.
– Ensures that capital efficiency and transparency remain central to investor communications.
Providing actionable metrics and insights strengthens credibility and engagement. Structured reporting accelerates fundraising success.
𝐇𝐨𝐰 𝐓𝐨 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐭𝐡𝐞 𝐏𝐞𝐫𝐟𝐞𝐜𝐭 𝐋𝐏 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞
𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:
A structured schedule ensures outreach is consistent and measurable, reducing wasted effort. Tailoring communication by LP type increases conversion and trust.
𝐓𝐚𝐫𝐠𝐞𝐭𝐢𝐧𝐠 & 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 ⏰
– Contact approximately 300 LPs to secure ~50 commitments for a mid-sized fund.
– Begin fundraising well in advance, preparing materials, metrics, and messaging.
– Break investor outreach into archetypes: family offices, institutional investors, angels.
𝐃𝐚𝐢𝐥𝐲 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 📅
– Divide daily activities into:
Morning: Pipeline review and prioritization
Midday: Investor meetings and outreach
Afternoon: Relationship maintenance and follow-ups
– Track KPIs: meetings scheduled, follow-ups completed, commitments secured.
𝐂𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐜𝐲 & 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 🔄
– Maintain a structured, disciplined schedule to reduce wasted effort.
– Execute outreach systematically, ensuring LPs are consistently engaged.
– Build predictable fundraising outcomes through routine, cadence, and persistence.
𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 🧩
– Customize materials and messaging per LP type and preferences.
– Focus on relevant metrics and updates to strengthen investor confidence.
– Balance relationship-building, strategic planning, and outreach efficiency.
𝐎𝐮𝐭𝐜𝐨𝐦𝐞𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 ✅
– A disciplined schedule improves conversion rates and investor trust.
– Provides a framework for repeatable, scalable fundraising success.
Disciplined planning and systematic outreach optimize fundraising efficiency. Clear KPIs and routine engagement drive predictable outcomes.
#Fundraising #InvestorRelations #VentureCapital
𝐇𝐨𝐰 𝐭𝐨 𝐒𝐮𝐜𝐜𝐞𝐞𝐝 𝐚𝐭 𝐋𝐏 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 𝐚𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬
𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬
Clear segmentation and personalized communication ensure investor engagement and build trust, which accelerates fundraising outcomes. Strategic, transparent follow-ups increase efficiency and long-term LP loyalty.
𝐋𝐏 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 🧩
– Segment LPs by stage preference, sector focus, geography, and engagement style.
– Recognize that investor motivations vary, and tailor outreach accordingly.
– Create LP archetypes to guide personalized communication and prioritize efforts.
𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 ✨
– Deliver updates and materials aligned with each investor’s preferences.
– Highlight KPIs, portfolio milestones, and fund performance, avoiding generic or irrelevant data.
– Maintain clear, concise, and consistent messaging to build credibility.
𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐓𝐨𝐨𝐥𝐬 📊
– Use CRM systems to track interactions, follow-ups, and investor commitments.
– Log nuances of conversations, previous feedback, and investor interests for long-term strategy.
– Scale communication without losing the personal touch, ensuring LPs feel valued.
𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 & 𝐓𝐫𝐮𝐬𝐭 💬
– Share both successes and challenges openly to enhance credibility.
– Maintain engagement outside fundraising cycles with insights, portfolio updates, or market commentary.
– Establish a relationship-first approach, ensuring investors feel informed and understood.
𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐅𝐨𝐥𝐥𝐨𝐰-𝐔𝐩𝐬 & 𝐄𝐚𝐫𝐥𝐲 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ⏰
– Plan structured follow-ups at predictable intervals to maintain momentum.
– Engage investors well before active fundraising to foster confidence and familiarity.
– Turn investor relations into a strategic advantage, reducing friction and accelerating commitments.
𝐎𝐮𝐭𝐜𝐨𝐦𝐞𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 ✅
– Strong IR strategy improves fundraising efficiency, LP trust, and long-term partnerships.
– Combines relationship-building, data transparency, and targeted communication for measurable impact.
A structured, relationship-first approach turns investor relations into a key strategic advantage. It ensures LPs feel valued and informed while boosting fundraising efficiency.
𝐇𝐨𝐰 𝐓𝐨 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐞 𝐅𝐨𝐮𝐧𝐝𝐞𝐫-𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 (𝐁𝐨𝐭𝐡 𝐏𝐫𝐞 𝐚𝐧𝐝 𝐏𝐨𝐬𝐭-𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭)
𝐖𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:
Regular, structured communication significantly boosts your chances of securing follow-on funding. The data shows that startups that deliver consistent investor updates are three times more likely to succeed.
𝐇𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐲𝐨𝐮 𝐬𝐮𝐜𝐜𝐞𝐞𝐝 𝐚𝐭 𝐢𝐭 𝐬𝐭𝐚𝐠𝐞-𝐛𝐲-𝐬𝐭𝐚𝐠𝐞:
𝟏. 𝐏𝐫𝐞-𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞 📷
– 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬: Teaser deck (~12 slides), one-page KPI snapshot.
– 𝐂𝐚𝐝𝐞𝐧𝐜𝐞: Weekly momentum updates until a LOI/term sheet is in place.
– 𝐂𝐡𝐚𝐧𝐧𝐞𝐥𝐬: Intro email → 30-minute call.
– 𝐖𝐚𝐭𝐜𝐡 𝐨𝐮𝐭 𝐟𝐨𝐫: Broad, untargeted outreach, vanity metrics, responses taking over 48 hours.
𝟐. 𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞 → 𝐑𝐨𝐮𝐧𝐝 𝐂𝐥𝐨𝐬𝐮𝐫𝐞 🔎
– 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬: Full data room including financials, cap tables, legal docs, runway, wiring info.
– 𝐂𝐚𝐝𝐞𝐧𝐜𝐞: Twice-weekly emails with updates and Q&A responses; 48-hour turnaround on legal edits.
– 𝐂𝐡𝐚𝐧𝐧𝐞𝐥𝐬: Email, DocSend/Carta (for tracking), Slack/Signal/WhatsApp for real-time.
– 𝐖𝐚𝐭𝐜𝐡 𝐨𝐮𝐭 𝐟𝐨𝐫: Ghosting after hard questions, slow document delivery, last-minute valuation shifts.
𝟑. 𝐂𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐨𝐚𝐫𝐝 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 🤝
– 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬: Monthly updates + quarterly board packs with KPIs (ARR, burn/runway, margins, hiring, asks, 12-month forecasts).
– 𝐂𝐚𝐝𝐞𝐧𝐜𝐞: Monthly updates; quarterly board meetings scheduled ~10 days post-pack.
– 𝐂𝐡𝐚𝐧𝐧𝐞𝐥𝐬: Email for updates, Notion or Boardable for packs, video or in-person for meetings.
– 𝐖𝐚𝐭𝐜𝐡 𝐨𝐮𝐭 𝐟𝐨𝐫: KPI drift, late packs, vague or no actionable asks.
𝟒. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 📑
– 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬: Raise-preview deck, milestone scorecard, list of target investors.
– 𝐂𝐚𝐝𝐞𝐧𝐜𝐞: Bi-weekly metric snapshots for insiders; monthly pipeline status.
– 𝐂𝐡𝐚𝐧𝐧𝐞𝐥𝐬: Email, dashboards (e.g., Visible or Rundit), Loom walkthroughs.
– 𝐖𝐚𝐭𝐜𝐡 𝐨𝐮𝐭 𝐟𝐨𝐫: Preferential terms to new investors, raising with low runway, unfocused outreach.
– 𝐓𝐢𝐩: Quickly act on intros—this speeds up fundraising and protects ownership.
𝟓. 𝐄𝐱𝐢𝐭 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 🚶♀️➡️
– 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞𝐬: Buyer data room, waterfall model, employee retention plans, LOI progress.
– 𝐂𝐚𝐝𝐞𝐧𝐜𝐞: Weekly board updates + ad-hoc alerts for major changes.
– 𝐂𝐡𝐚𝐧𝐧𝐞𝐥𝐬: Dedicated board Slack channel and scheduled board calls.
– 𝐖𝐚𝐭𝐜𝐡 𝐨𝐮𝐭 𝐟𝐨𝐫: Excluding the board, surprise clawbacks, delayed approvals.
Effective founder-investor communication is foundational to building trust and driving results. Anchoring your approach in clarity, consistency, context, candour, and conciseness – and tailoring your approach to each phase of the funding lifecycle sets the stage for mutual value creation.
#fundraising #investor relations
Also shared on LinkedIn
I’m proud to be accepted to GoingVC’s Cohort 6
Proud to be part of GoingVC’s Cohort 6, and grateful for the opportunity to make a positive impact in venture capital.
*One of the most amazing things about this group of people is the diverse backgrounds we all come from. I look forward to learning and sharing knowledge with all of them.
#venturecapital #goingvc #cohort #venture #vc #venturecapitalists
Entrepreneurial Minded 