What Materials to Send Investors

The right materials at the right time can make the difference. Learn what to send when to move investors through your fundraising process.

Initial Outreach Materials

Pitch Deck (10-12 slides)

Your main presentation deck - concise and compelling:

  • • Problem, Solution, Market, Business Model
  • • Traction, Team, Competition, Financials
  • • Ask and Use of Funds
  • • Send as PDF, not editable format

One-Pager / Executive Summary

A condensed version for busy investors:

  • • Company description and elevator pitch
  • • Key metrics and traction highlights
  • • Market opportunity and business model
  • • Funding ask and key use of proceeds

Follow-Up Materials

Financial Model

Send when they ask for detailed projections

Customer References

Contact info for customers willing to speak with investors

Product Demo

Live demo or recorded walkthrough of your product