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What to write down after every investor conversation
A one-page checklist for first-time raisers. Read it here, print it, or download a spreadsheet template.
- The date of the conversation
- How you know the person, and since when
- What you discussed
- What you learned about their financial situation and investing experience
Documenting a conversation is not the same as having a substantive relationship. The substance is what you learn about the person's finances and sophistication before the offering. Your securities attorney can tell you what your offering needs.
Keep your own record
Download the spreadsheet template (CSV)
Opens in Excel, Google Sheets or Numbers. One row per conversation.
Email me this checklist
Optional. We send you a link back to this checklist.
Bring your spreadsheet into Mownt
Mownt imports your investor list from a CSV, including columns you match to your own custom fields.
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