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Investor meeting prep and follow-up checklist

I prepare for investor meetings by learning what matters to the person across the table and by keeping my own explanation simple. I decide what I want to learn, what I can support with evidence, and what I need to follow up on. After the meeting, I record the discussion and agree on a next step. I use the follow-up plan below as a guide, then adjust it to the relationship.

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Investor Meeting prep

30-Day follow-up plan

This cadence is a planning aid. I respect the other person's preferences and stop or change course when asked. I do not treat follow-up as a substitute for legal review.

General education only. Not legal, tax or investment advice. Your ticks are saved in this browser only.

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Richard C. Wilson

About Richard C. Wilson

Richard C. Wilson has run the Family Office Club since 2007. It is the largest investor club in the world by media reach. The 15-person team hosts 30 events a year, including 16 in person, and has hosted more than 340 events since 2007. Richard shares what he has learned on the Centimillionaire Strategies YouTube channel.

Text or WhatsApp Richard at (808) 600-9260 or email Richard@FamilyOffices.com with a question about your raise. More about Richard.

General education only. Not legal, tax or investment advice.