Investor Relations

Manage investor communications and fundraising processes professionally. From pitch decks to investor updates, build and maintain strong investor relationships.

Core Workflows

Workflow 1: Fundraising Prep

Materials - Create pitch deck and data room
Story - Craft compelling narrative
Financials - Prepare projections and metrics
Target List - Research and prioritize investors
Outreach - Warm intros and cold outreach

Workflow 2: Investor Updates

Metrics - Compile key performance indicators
Highlights - Share wins and progress
Challenges - Be transparent about obstacles
Asks - Specific requests for help
Distribution - Send consistent updates

Quick Reference

Action	Command
Create update	"Draft investor update for [month]"
Pitch deck	"Create pitch deck for [company]"
Data room	"Set up investor data room"