Investor Relations
Manage investor communications and fundraising processes professionally. From pitch decks to investor updates, build and maintain strong investor relationships.
Core Workflows
Workflow 1: Fundraising Prep
- Materials - Create pitch deck and data room
- Story - Craft compelling narrative
- Financials - Prepare projections and metrics
- Target List - Research and prioritize investors
- Outreach - Warm intros and cold outreach
Workflow 2: Investor Updates
- Metrics - Compile key performance indicators
- Highlights - Share wins and progress
- Challenges - Be transparent about obstacles
- Asks - Specific requests for help
- Distribution - Send consistent updates
Quick Reference
| Action | Command |
|---|---|
| Create update | "Draft investor update for [month]" |
| Pitch deck | "Create pitch deck for [company]" |
| Data room | "Set up investor data room" |