Email Templates

Fundraising

Ask for introuction

Hey [Node], hople all is well!

I noticed you [are connector to [Investor] on LinkedIn / raised money from [Investor]] and heard from a few folks they're pretty smart.
They have relevant experience to what we're building and I'd love to get to know them.
Would you mind making an introduction?
Here is a quick email draft you can copy and paste.
Feel free to modify as you see fit!
Than you so much.

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Hey [Investor], hope all is well!

I have a freind, Ryan Breslow, who is building Bolt.
They are doing one-click checkout for the entire online commerce landscape.
Ryan is sharp, and I think you both should get to know each other.

Can I makemake the introduction?
[Node]

Reply once get the introuction

Don't be over-eager -- wait 24 hrs or till they reply first.

Hey [Investor], it's great to meet you!

[Node] says amazing things.
How's Wednesday at 1p or 3p ET for an intro call?

Looking forward to it!

Before the first meeting

Rembemer, don't send business deck before the first meeting. However, if they ask for, send them the following:

Hey [Investor], I don't have materials I'm sharing right now, but there are some [aim for 3~6] bullets to get you started:

X product that is tackling the $XB ____ industry head on Technology that is uniquely able to do Y.

All-star team out of A, B, and C [Any other bullet pointso f key traction, metrics or insights]

Looking forward to our meeting!

Email right after the frist meeting

Hey [Investor], it was great to chat just now! Looking forward to getting to know you better.

[If you haven't secured a second meeting, you can also add a sentence
"How's next Monday 1p or Tuesday 3:330p for a deep dive?"]

Email to Investor's reference

Hi [Reference],

Great to meet via email.
We're in dicussions with [Investor] about an investment opportunity at [MyCo].
She said you would be a good person to talk as a reference.

Do you have time for a quick (~10 min) call anytime over the next few days?
Please let me know when's most convenient for you.

Alternatively, here's my cell phone number if you want to call whenever you have some free time: [phone].

Thanks!

Questions could be helpful:

1. How is to work with X?
2. Have you gone through tought times with them? How were they during those times?
3. Did they ever do anything that upset you?
4. How have they helped you?
5. Do you feel comfortable approaching them with challenges?

Approaching existing investors for later rounds

Dear Backers,

[2~3 sentences on what you just accomplished, extremely excited]
We've also got a very exciting opportunity.
Based on our milestones, we are gearing up for a series product launch and
will raise another $1M at a special-priced note to accleerate a few components.
If you've wanted to get more deeply invested, now is the time.
I imagine this being accounted for very quickly, so please ping me ASAP!