How to Prepare for an Investor's Email

First, we hear from Kelly Schricker (LAUNCH), who walks us through how to set up a fundraising process AND what to do/say/show in your first investor meeting.   

After that, we have a presentation from Eric Martin (Vanta), who talks about SOC 2 compliance, and why you might want to pursue it, and how to use it to your advantage to win deals.  Learn more: www.vanta.com/landing/soc-2-in-2-weeks 

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How to Fundraise & Prepare for Your First Investor Meeting - Kelly Schricker (LAUNCH)  

• 1:13 The fundraising funnel 
• 1:40 Where to find investors 
• 4:14 Investor tracking pipeline template 
• 9:45 Pre-meeting preparation 
• 12:38 Post-meeting follow up

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Why Compliance Wins Deals - Eric Martin (Vanta) 

• 15:06 What is SOC 2 
• 15:40 Importance of SOC 2 
• 18:45 How to use SOC 2 to your advantage & wins deals