In order to be fully ready to pitch your company to investors, I have each startup I work with start with making sure they’ve got everything on this list.

Checklist Template

The most important part of a pitch deck is prioritizing the order of your slides. This slide-sorter tool will help you think through various permutations of your deck’s narrative order.

Slide Sorter Tool

All investors will use a version of this memo to help frame a startup’s story for their colleagues. I encourage all founders to use this template to create their own memo to help highlight where in their pitch they may need to do more work.

Memo template

Congrats! Someone wants to invest and you’re in final stages of diligence. Here’s a checklist I use with founders to make sure that their data room is complete before sending to investors.

Checklist Template

This guide provides clear instructions on how to make the most of cold outreach when trying to get an investor call scheduled

Step 1: Get the Pitch Call

This guide provides clear instructions on how to make the most of your first pitch meeting with an investor.

Step 2: Get the Follow-Up

This guide provides clear instructions on how to make the most of your final calls with investors and how to convince them to write that check!

Step 3: Get The Check