How You Will Raise Capital Actually Works
Matthew Elonis
Founder & Managing Partner helping our clients raise 300M+ this year??
Welcome to our insider look at the meticulous process we undertake for 'You Will Raise Capital,' designed to secure funding for our clients efficiently. Our comprehensive approach ensures that every stage of investor interaction is streamlined, professional, and effective. Here's how we do it:
1. Initial Onboarding:
Upon signing with us, you are immediately introduced to your dedicated onboarding manager and added to our specialized WhatsApp community, similar to Slack but more robust for our purposes. This community is your gateway to real-time updates and direct communication with our team.
2. Investment Thesis, Pitch Deck, Data Room, Model and Email Campaign Development:
Our initial focus is on refining your investment thesis and pitch deck. Multiple versions are crafted, overseen by our team to ensure all data presented is polished and housed neatly in our 'Orange Docs' system. This stage is crucial for creating a strong first impression with potential investors.
3. Email Warming and Health Maintenance:
To avoid the pitfalls of spam filters and to build a healthy email reputation, we meticulously warm up your campaign emails. This involves sending and interacting with a controlled number of emails daily, ensuring that by the time of the campaign launch, your emails are recognized as legitimate and effective.
4. Data Collection and Strategy Formulation:
Parallel to the onboarding, our team conducts extensive data mining on key investor profiles and potential strategic angles, ranging from mobile internet to international family offices. This data informs the bespoke strategies we develop for each client, ensuring a targeted and effective outreach.
5. Campaign Launch and Daily Email Outreach:
Once the preliminary stages are complete, we initiate your email campaign. Each day, tailored emails are sent to carefully chosen investors, introducing them to your project and highlighting key traction points that align with their investment history. This approach not only personalizes the outreach but also maximizes engagement. ~1,000 new emails are sent per week and 500 follow ups, across 15 email accounts.
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6. Investor Interaction and Qualification:
As responses begin to arrive, our team assists in qualifying each lead. We delve into whether investors are actively investing in your space, their typical check sizes, and gauge their genuine interest. This helps prioritize your interactions and focus your efforts on the most promising leads.
7. Efficient Scheduling and Follow-ups:
Utilizing tools like TidyCal, we streamline the scheduling of calls and meetings directly into your calendar, avoiding the back-and-forth often associated with such arrangements. Post-call, our team evaluates the interaction, determines next steps, and ensures continuous engagement through follow-ups and reaffirmations of the investment thesis.
8. Ongoing Management and Pipeline Updates:
Your assistant, alongside your operations manager, continuously updates you on the status of your pipeline—from pending leads to those that have shown significant interest and engagement. This constant feedback loop ensures that no potential investor slips through the cracks.
9. Controlling the Dialogue:
After each investor call, we take measures to ensure the conversation about your company remains accurate and consistent. By reaffirming your investment thesis directly with potential investors, we control the narrative and prevent miscommunication.
Conclusion:
Our process, backed by a dedicated and experienced team, guarantees that from the moment you onboard with us, every step taken is geared towards securing the right investors for your venture. We are with you every step of the way, ensuring a smooth journey in your fundraising efforts.
Great insight! Consider leveraging storytelling in your pitches; narratives resonate more deeply with investors, creating a memorable connection to your vision.