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3 tips to master introductory calls

finding investors investor relations May 30, 2022

Investor introductory calls is one of the best ways to get to know a potential investor and start building a relationship.


It allows you to get to know them and decide whether you may want to work with them in the future.


We are BIG advocates of investor introductory calls.


But we understand that introductory calls can be downright terrifying.


Especially when it feels like you only have one chance to impress someone with very deep pockets and very little time to spare.


But you can absolutely beat this feeling.
You just need to prepare in the right way. 


One of the resources we have in The Investables is a comprehensive workbook to help our members nail their introductory calls with potential investors. 
It's called How to master introductory calls.


And we are going to share with you 3 tips to help you master introductory calls with investors.

1. Don't be a call junkie


Your time is precious. So is the investor’s.


Don’t jump on an introductory call until both you and the investor know enough about each other to make it a productive call.


Way too often we see people jump on calls only to realise that it was never going to work in the first place.


How should you weed out time wasters?


Send your Company Executive Summary (that’s part 1 of your investor pack for those who have downloaded our free Investor Pack Template) before agreeing to a call so that the investor will already have the key info they need.

2. Make the call productive for both parties


Know–like–trust is a 2-way street.


Introductory calls are not only for the investor to get to know you but also for you to get to know them and also vet them.


It is important that both you and the investor leave the call feeling that it was a productive call.


It is still a productive call even if you decide not to work together.


Because you used the time you had together effectively to get to the decision sooner rather than later, thus not wasting anyone’s time.

3. The fortune is in the follow-up


Once you finish your call, you will want to keep the conversation going and keep building that relationship.


Send them a follow-up email with your Company Profile and Case Studies (parts 2 and 3 of your investor pack) and invite them to subscribe to your newsletter.


What if you don’t hear back from them?


Follow up!
Radio silence does not always mean no.


Sometimes, it just means that they have been busy and have not had a chance to reply to your email.

There you have it...


Our top 3 tips to help you with your introductory calls.


Follow our recommendations and you will increase your chances of making a GREAT first impression...


And getting investment further down the line!

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