Investor Group Engagement Best Practices

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March 05, 2020

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

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

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Reply by an admin
from Stanford University in Honolulu, HI, USA
Hi, ^redacted‌ - Although this interview relates to traditional searchers, I think there is some good information in ^redacted‌' interview on investor communications that would be beneficial for all searchers: Ryan Addis Discusses Lessons Learned on Investor Communications - Searchfunder Interview:

https://www.searchfunder.com/post/ryan-addis-discusses-lessons-learned-on-investor-communications-searchfunder-interview.
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Reply by a searcher
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)
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