Understand investor’s expectations


  1. Identify an area in which you can outperform the competition.
    You could base this on profit margin, sales, social media, start-up battles, growth, or even fundraising. Once identified, gain traction or visibility in your chosen area. You can do this by attending conferences or networking sessions, joining invitation-only communities of like-minded people, getting help from experts, and so on.
  2. Create a blended marketing and fundraising plan.
    Look for crossover potential and review messaging with fundraising in mind. Make sure your messaging flows in sync with your pitch deck and presentation. Ask yourself, ”Is this going to appeal to and compel our target investors to write a check on the spot? Or will it send them running?” Finally, focus on organic growth. Build channels that give you traffic without having to invest capital in order to acquire users.
  3. Tell your story.
    Document every step of the journey so you can look back, pick out the best parts and use these in your marketing and branding. You may also ask an expert or friend to review or highlight what they believe the strongest parts of your story are. Sometimes you are too close to your story.
  4. Leverage help from experts to ensure you are investor-ready.
    You may ask for help from your friends, mentors, professionals, cofounders, freelancers, and so on.


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