STRATEGIES & TEMPLATES

Your guide to

communicate

with investors

After an event or online campaign, we strongly recommend directing all your potential investors (leads) to your CapitalHQ deal room. Your deal room will allow you to easily share documents, automatically answer questions by setting up FAQs and understand your lead’s state of mind by tracking their activity.

Below you will find strategies, templates, and advice on how to create a relationship with potential investors to increase your chance of success.

Do you need support? Reach out to your CSM

Invite leads to your deal room

Engage Investors Across Multiple Touchpoints (at least 7)

This empowers a psychological principle called mere exposure effect

Organise a call or a meeting

Send Investor Relations Email

Organise a webinar/information session

Invite them to the investor conference

Reach out via alternative channels
like LinkedIn, Twitter or common relations

Send bulk invites with the investor relations tool

Tutorial video & template

Send a tailored follow up email

Email template

Publish News and Announcement Updates

Investor Intelligence

Contact anyone recently active in your room that you haven't spoken with (recently)

Observe your investors' behaviour in the "Activity" tab. Observe your most active and individual habits

Tutorial video

Look for buying signals like (downloading your docs across 2 different days or clicking through your FAQs across 2 different days)

Create urgency to close

Set a closing date

Host Information session and 1 on 1 meetings

Successful
transaction

Make sure to keep the momentum and announce it to your prospects inside your deal room.

Investor
didn’t proceed

‘No’ today doesn’t always mean ‘no’ tomorrow. Add these leads to your ‘potential investor list’ and be sure to send them short news and updates every quarter.

Generate FOMO by announcing recent transactions and significant milestones

Proactive follow up to reinforce the deadline

Engage conversations via the built-in messaging tool

Message template

STRATEGIES TO INCREASE YOUR REPLY RATE

Best Practices

Communication with Investors

Personalised your message
Research the investor’s background, interests, and past investments. Personalised messages show a genuine interest and increase the chances of engagement. Explain why you're reaching out to this specific investor.

Get a Yes or a NO ASAP

When communicating with investors, time is valuable for both sides. The goal is to get a clear response, whether it's a yes or a no. A quick no allows you to focus on other potential investors.

Be Clear About the Ask

Be clear about what they want from the investor (e.g., funding amount, type of investment, partnership). A clear call-to-action helps guide the conversation.

Example: “We are currently raising a $2M seed round and would love to discuss how you could be part of this.”

Be Proactive

Successful investor relationships don’t happen overnight. It’s essential to create multiple touchpoints throughout the fundraising process. Follow up regularly, share key updates on your company’s progress,... Being proactive demonstrates your commitment and keeps your business top-of-mind.

Keep it Concise

Investors receive many requests, so brevity is essential. Limit the initial message to a few short paragraphs: highlight the problem you are solving and your unique value proposition.

Example Structure:

Quick intro about the founder/company.
The problem you are solving.
The unique value you offer.
Recent tractions and achievements
A clear call-to-action (e.g., request for a meeting or more information).

Follow Up Thoughtfully

Emphasise the importance of following up if the investor doesn’t respond to the first message. However, the follow-up should be polite and spaced out (e.g., after a week). Avoid being overly pushy.

Example: “I wanted to follow up on my previous message and see if you had time to connect. I’d love to hear your thoughts.”

messaging

Simplify your

Watch this video to learn how simple communications can transform the response from investors. It is your job to make it simple for investors to understand what you do.

4- PITCH DECK

3- INVESTMENT HIGHLIGHTS
CAPITAL RAISING BRAND ELEMENTS

2- ELEVATOR PITCH

1- HERO TEXT

Define a 3 to 7 words complelling statement that clearly articulates who you are and what you do

Don't waste their time! Create an short elevator pitch ( 90 seconds not 15 minutes!)

View section below

How an investor is introduced to your opportunity

RECOMMENDATIONS

Tailor your message to your investors, it shouldn't be the same as the one you use with your clients.
Test and Practice
Before reaching out to investors, test your message with trusted peers or mentors and gather feedback. Refining your pitch through practice will help ensure your message is clear, compelling, and concise.

CAPITAL RAISING BRAND ELEMENTS

Highlight traction

& Achievements

Create credibility and demonstrate progress by focusing on concrete milestones (e.g., product development, customer acquisition, revenue growth, partnerships).

Watch this video to learn more

Sector

Highlight the Sector which you are in and the market growth opportunity.

Business Model

SaaS, Vertical SaaS, Platform or Marketplace, B2B or B2C, or whatever is relevant to you.

Awards Won

Particulary helpful for more technical businesses.

Clients

Note any brand name or blue-chip clients. This highlights that a company has run a procurement process on your business and decided to utilise your product/service. It demonstrates product/market fit.

Shareholders

Note any well known private, or professional investors. This highlights that other investors have done their DD and invested into you.

Traction Metrics

Provide any notable revenue growth metrics which appeal to investors e.g. ARR or MRR growth, MoM, QoQ, or YoY growth, and CAC / LTV.

Board and Management Track record

SaaS, Vertical SaaS, Platform or Marketplace, B2B or B2C, or whatever is relevant to you.

Explore More: Unlock Capital Raising Success

After applying these key strategies for engaging with investors, the Capital Raising Success deal room is your next resource. It offers valuable tools, insights, and real-world examples to help you confidently navigate the fundraising process. Stay proactive and well-prepared to strengthen investor relationships and improve your chances of securing investment. Explore the deal room to fully equip yourself for success.

ACCESS ROOM