Investor relations

Run this process every time you want to take employees through investor relations management subject

9 steps

Process steps

1

Release information

5 days from previous step
task
*insert template* Investor list:  {{list-of-investors-and-contact-7783049}}
2

Handle inquires and meetings

5 days from previous step
task
*insert template* Investor list: {{list-of-investors-and-contact-7783049}}
3

Provide feedback to management

5 days from previous step
task
*insert template* Investor list: {{list-of-investors-and-contact-7783049}}
4

Crisis management

5 days from previous step
task
*insert template* Investor list:  {{list-of-investors-and-contact-7783049}}
5

Prepare regular updates

1 day from previous step
task
Create consistent communications for your investors - monthly or quarterly depending on stage. Include key metrics, progress on milestones, challenges you are facing, and how you are addressing them. Investors hate surprises. Proactive communication builds trust even when news is not all positive.
6

Manage board communications

1 day from previous step
task
Keep your board informed and engaged without overwhelming them. Send materials before meetings so they can prepare. Make meetings strategic discussions, not just status updates. Know what decisions need board approval and get them scheduled appropriately.
7

Handle investor requests

1 day from previous step
task
Respond to information requests promptly. Know what you can share and what is confidential. Have standard documents ready - cap table, financial statements, legal docs. Good investors try to help - make it easy for them to make introductions or provide advice.
8

Plan for next round

1 day from previous step
task
Think ahead about future funding needs. Keep investors informed about runway and when you will need to raise again. Maintain relationships with potential future investors even when you are not actively raising. Build the relationship before you need the money.
9

Track and fulfill obligations

1 day from previous step
task
Stay on top of legal and reporting requirements. Rights of information, board consent items, shareholder approvals. Missing these creates problems during due diligence for future rounds. Keep your corporate records clean and current.

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