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Outreach and follow-up · Copyable template

Meeting recap email template

The note that goes out after a meeting: what was said, what you owe them, and what comes next.

The note after a meeting does three things at once: it confirms you heard the same conversation they did, it delivers what you owe them, and it asks the questions you need answered to decide whether this investor is worth more of your time.

Keep it to what was actually discussed and actually requested. A recap that arrives with a fresh pile of unrequested material reads as a second pitch, and it buries the one thing they asked for.

Copyable template

What is in it

  1. What we talked about
  2. What you asked for
  3. What has changed since we last spoke
  4. What I still owe you
  5. What I would like to confirm
  6. The next step

One step left

Get the template

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

Notes

Send it while the conversation is still fresh, then leave it alone. If there is no reply, follow up once with a genuinely useful update rather than repeatedly asking whether the note was seen. What they engage with is information too — the claims they push on, and whether their questions show they understand your customer, tell you as much about the fit as anything they say about their process.

Where this comes from

The thinking behind it

Take it with you

Cold outreach email templates

Static versions of the outreach drafts, for when you want the structure without opening the toolkit.

Copyable template

Browse every template

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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