Initial Investor Meeting

July 30, 2025
by a searcher in New York, NY, USA
I recently reached out to an investor, and we were able to schedule a meeting for tomorrow. I’d love to hear any advice on how to approach it effectively.
I’m hoping to explore two potential paths:
An investment into my platform/holding company, or
A deal-by-deal partnership structure.
For those of you who’ve been in similar conversations:
What information should I have prepared going in?
What kind of questions should I expect from the investor?
What’s the best way to build rapport and establish credibility quickly?
Open to any suggestions, tips, or even things to avoid. Appreciate this community and the wisdom shared here!
from Tufts University in Boulder, CO, USA
from University of California, Los Angeles in Sacramento, CA, USA