The Ultimate Investor Meeting Toolkit

This post is part of the Hyde Park Angels Entrepreneurial Education Series, which brings together successful, influential entrepreneurs and investors to teach entrepreneurs everything they need to know about early-stage investment through events, articles, videos, and more. If you are interested in learning more about raising a round, save the date for “Early Stage Investment 101on June 17.

At the launch of the Hyde Park Angels Entrepreneurial Education Series, “Are You Ready to Raise,” Genevieve Thiers — the brains behind Sittercity and ContactKarma, outlined the five documents every entrepreneur needs to prepare for an investor meeting (and to keep themselves on track). She also generously promised to share her own templates. And here they are!

These are proven templates from a successful founder for building the ultimate investor meeting toolkit:

  1. Executive Summary
  2. Pitch Deck
  3. Competitive Overview
  4. 3 Year Financial Projections
  5. Cap Table and Model

For more guidance and wisdom from top-tier entrepreneurs and investors like Genevieve, watch the full recording of “Are You Ready to Raise,” read the Entrepreneurial Education Series program, and check out our latest post on building the perfect pitch deck.

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