Pre-meeting prep sheet
One page to fill in before a first meeting, covering the questions that reliably come up.
Copyable template
Templates
Investor meetings
What actually happens in a first meeting, the questions to expect, and reading investor signals correctly.
Templates
Reference check questions
What to ask a fund's existing founders, phrased so you get an answer rather than a testimonial.
Copyable template
“No” follow-up template
The reply that turns a pass into something you can use, without arguing with the decision.
Copyable template
The reading for this topic
Investor meetings in the learning library
The articles these templates are drawn from, and the thinking behind the choices each one asks you to make.
From the publication
Read The Raise Memo
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
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