First Meeting with a Potential Investor

Use this meeting template to guide the initial conversation with an investor and create a foundation of trust.

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Tone of the meeting

Slide deck

Add a link to your slide deck.


Conduct a round of introductions.

Recent win

What recent win can you share with the investor?

Market status

How is the market evolving? What does it look like in 5 years? Why will your company win in this evolving market?


Share insight on the customer and who you are building for.

Secret weapon

What sets your company apart from other competitors and entrepreneurs?


Are there any questions?

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