IRS_11Investor Readiness System™ Ongoing through close

    Investor Strategy

    A targeted investor list, warm-intro plan, and term-sheet support — managed end-to-end alongside the founder.

    Why it matters

    Spraying decks to 200 funds destroys signal. A stage-matched, thesis-aligned shortlist of 40–60 funds + warm-intro engineering is the only motion that closes rounds in 90 days.

    Scope covered

    Stage-matched investor list (40–60 funds)
    Thesis-fit scoring per fund (sector, stage, check size, geography)
    Warm-intro engineering (LP / portfolio founder / advisor paths)
    Outreach sequencing & pipeline tracker
    First-meeting → partner-meeting → IC playbook
    Term-sheet negotiation support (refer also IRS_13)
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team and external counsel, not handed over as a deck.

    1. 1

      Stage-matched universe build

      Week 1

      Construct the 40–60 fund universe filtered by stage, sector, check size, geography and recent activity.

    2. 2

      Thesis-fit scoring & warm-intro mapping

      Week 1–2

      Score each fund on thesis fit; engineer the warm-intro path (LP / portfolio founder / advisor) per priority target.

    3. 3

      Outreach sequencing & first meetings

      Week 2–3

      Sequence outreach in waves; manage first-meeting prep, founder rehearsal and follow-up cadence.

    4. 4

      Pipeline cadence & partner-meeting prep

      Ongoing

      Run weekly pipeline review; prep founder for partner meetings, IC, references and diligence asks.

    5. 5

      Term-sheet support & IC walk-through

      Closing

      Coordinate term-sheet engineering (with IRS_13) and lead-investor IC walk-through to close on best terms.

    Deliverables

    • Stage-matched investor list (40–60 funds)
    • Outreach & intro sequence
    • Pipeline tracker (live)
    • Term-sheet negotiation support

    KPIs & Targets

    • Funds reached → first meeting≥40%
    • First → partner meeting≥30%
    • Partner meeting → term sheet≥15%

    Stakeholders

    Founder/CEOCFOBoardAdvisors

    Timeline

    Ongoing through close