Follow-up and investor relations
Face to Face vs Virtual Investor Meetings: What Worked for Panelists
Unlocking Successful Deals: The Essential Capital Raising Element
Fund managers and deal sponsors who want to plan investor meetings, replays and follow-up for a raise.
What to take from this talk
- Let the founder pitch. Chase's team has the company founder present each opportunity to investors. Investors hear the plan and projections from the founder, not from the sponsor's deck.
- Record and send replays. The live meeting is broadcast on Zoom and recorded. The replay goes to the roughly 600 people who could not attend, and they can pause and rewind it.
- Few people open data rooms. Chase notes that the share of people who look at data room materials is far smaller than the share who invest. He suggests asking investors what they want to see and offering simplified materials, videos and a one-page summary.
- Use virtual first, in person next. One panelist finds that investors often take a first meeting virtually and want a follow-up in person. Holly described a similar order of phone call, then Zoom, then meeting at events.
- Treat follow-up like a funnel. Chase says people need follow-up, communication and deadlines. His team sets deadlines, sends polite reminders such as a wire deadline, and replies to questions right away.
What this talk covers
One fund holds an investor meeting for each deal where the founder pitches, not the sponsor. About 50 people attend in person and over 100 join on Zoom. The meeting is recorded and the replay goes to roughly 600 more people who could not attend. Chase says few investors open the data room.
The panel also covers lead sources and hybrid meetings. Mark describes a database of about 40,000 names and the type of offering his firm uses. Sophia and others say face to face meetings lift engagement. Several speakers prefer an initial virtual call and an in-person follow-up. Chase closes with advice on one-page summaries, arbitrary deadlines and fast replies.
From the source
- Chase's fund has about 1,300 people who follow its investments and about 700 who have invested.
- Its investor meetings draw about 50 people in person and over 100 on Zoom, and the replay goes to another 600.
- Mark's firm has a database of roughly 40,000 names built over a 17-year history.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Unlocking Successful Deals: The Essential Capital Raising Element. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Talk to a securities attorney to explore options around offering exemptions, general solicitation rules and investor eligibility rules. Do not use AI to write your own legal agreements.
Said on the call
"The percentage of people that actually look at that compared to the percentage of people that invest, it's pretty shocking."
"Hear the strategy from the founder, not from us and from our deck."
"people need follow-up. They need communication. They need deadlines."
- 1Founder presents each opportunity
- 2Broadcast live on Zoom
- 3Send recorded replay
- 4Share one-page summary
- 5Follow up with deadline reminders
Related questions
- How do I communicate with investors when a deal underperforms?Tell investors early, plainly and in the way they prefer to be reached.
- Do I need an investor portal for my fund?No, many managers do not use a portal when they first start raising a fund.
- How do I turn existing investors into repeat investors?You turn investors into repeat investors by earning trust on the first deal and keeping everything simple and clear.
Questions about this video
Why does Chase have founders present to investors?
He wants investors to hear the strategy from the founder, not from the sponsor's deck. The meeting is also recorded so people who cannot attend can watch the replay.
Do the panelists prefer in-person or virtual meetings?
Most say face to face works best for engagement. Some add that Zoom is efficient for a first meeting, with an in-person follow-up for investors who want to go further.
How does Chase follow up with investors?
His team treats it like a sales funnel with follow-up, communication and deadlines. They send reminders without being overbearing and reply right away, even in the evening.
Put this into practice with the investor meeting follow-up checklist. See all follow-up and investor relations resources.
