Investor Group Engagement Best Practices

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by a searcher from The University of Chicago - Booth School of Business
in Sydney NSW, Australia

6yrs ago

Investor Group Engagement Best Practices

Hi all, curious to hear your experiences on how to effectively engage with the investor group regularly, specially in a self-funded search.

2 Likes

315 Views

reply by a searcher 6yrs ago
from Case Western Reserve University in Cleveland, OH, USA

The Stanford Best Practices document recommends quarterly updates:
• Page 1: text explaining what has happened, where searcher has been spending time, and
searcher’s plan going forward
• Page 2: table of deals in the pipeline, including industry and location, the most relevant
metrics (e.g., revenue, EBITDA, # of employees), and transaction rationale (pros, cons,
questions yet to be answered)
• Page 3: budget snapshot and metrics of search, with two columns (previous quarter and
to-date) and four rows (reach-out, first-time meetings, LOIs presented, LOIs signed)

reply by a searcher 6yrs ago
from Harvard University in San Juan, Puerto Rico

One thing to keep in mind is that as a self-funded searcher you likely won't have any form of contractual obligation with your prospective investors, as it is not common to have even an NDA with investors at this stage. As a result, I think it is prudent to anonymize company or deal level data whenever possible, unless you have a very close relationship with a particular investor base and feel comfortable doing so.