Investor Call

January 10, 2023

Specifically designed for early-stage investor calls. This type of meeting typically involves presenting a business idea or pitch to potential investors to secure funding for a startup or new venture.

Using this meeting agenda template can help ensure that the meeting is organized and focused and that all relevant issues are discussed and resolved in a timely manner. It can also help prevent the meeting from going off-topic or running long.

Investor Call


  • Where is your sweet spot in terms of the stage to invest?
  • What is your typical ticket size and desired ownership percentage?
  • Which risk/return profile do you typically target?

Economic buyer

  • How do you make decisions at the fund?
  • Who is typically involved in deciding to invest?
  • Which team members can sponsor a deal?

Decision criteria

  • What are you looking for in a company at our stage?
  • What are you looking for in teams you back?
  • Which level of validation are you looking to get from (potential) customers?
  • How would you assess our future roadmap?
  • What are you looking to understand from our GTM plan?
  • Which milestones do you expect us to hit to raise the next funding round?

Decision process

  • What is your typical investment process?
  • What kind of diligence do you do pre-term sheet?
  • Which milestones have to be achieved to move to the next stage of the process?

Identify pain

  • Which [your company sector] challenges have you encountered with the companies in your portfolio?
  • How are your portfolio companies solving these challenges right now?
  • Where do you see the most exciting innovation in [your company sector]?


  • How do you personally choose the companies you work with?
  • Why do you find [your company sector] exciting?
  • How do you work with the companies in your portfolio? Cadence of check-ins/board meetings?
  • What is your biggest pet peeve?

Break through the noise and make some of your own.

We’re ready to help you take your next pitch to the next level!

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