In this episode, I'm diving into the nuances of investor relations, especially for those who've never raised capital before. We'll explore the essentials of forming a corporation, crafting investor agreements, and, crucially, how to communicate effectively with your investors. I'll share actionable tips on maintaining strong investor relationships, the importance of setting realistic expectations, and the downsides of over-sharing financial details. Learn how to keep your investors informed, secure, and confident in their investment without overwhelming yourself or your CFO. Tune in for a comprehensive guide to making the financial side of your business more enjoyable and sustainable. What You'll hear in this episode: [0:50] Understanding Investor Relations [1:35] Crafting Investor Agreements [2:30] Effective Communication Strategies [3:45] Managing Financial Expectations [6:35] Optimizing Investor Updates [8:55] Balancing Optimism and Realism If you like this episode, check out: Investing in Businesses - What You Need to Know Best Ways to Negotiate Business Deals Do You Need a CFO in Your Business? Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

My Advice on Communicating with Investors