Follow-up cadence tracker
Who you contacted, when you followed up, and what is owed to whom right now.
Spreadsheet
Outreach and follow-up · Copyable template
Static versions of the outreach drafts, for when you want the structure without opening the toolkit.
The Investor Outreach Toolkit drafts this for you, one investor at a time, and it is the better place to start. This page is the static version of the same structure — for keeping, for adapting offline, or for when you want the shape without opening a tool.
There is no universal outreach email. Founders ask for a template because outreach feels like a writing problem, and it is usually a targeting problem first: no amount of polish fixes a mismatch between what you are raising and what that investor actually does.
So before drafting, decide what you need from this specific person — a first conversation, a referral to someone better suited, feedback on the plan, or a clear pass so you can move on. That decision is what determines the rest of the note.
Copyable template
One step left
The template is ready. Add your email to open it, and you will also get The Raise Memo — a note for founders raising capital.
How to use it
Write one solid evidence-based version and tailor only the fit sentence and the ask for each target, rather than rewriting from scratch or swapping out nothing but the name. Start with a small, high-fit group so you can learn before sending the same note broadly. And do not raise outreach volume to compensate for an unclear raise, thin evidence, or a milestone that is not yet worth financing — no template turns an unsuitable investor into the right partner.
Where this comes from
Take it with you
Who you contacted, when you followed up, and what is owed to whom right now.
Spreadsheet
The note that goes out after a meeting: what was said, what you owe them, and what comes next.
Copyable template
From the publication
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
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