Knowledge Base: Managing Investor Expectations

It is important to understand that every investors approach to a funding round will differ.

Some investors will want a virtual meeting or two, some may even want to meet you in person.

Some will want you to present and then ask a million questions, some will have a simpler approach.

The key point to remember is all of them will want to see your plan for the business; so you should ensure you have the basics:

• A pitch deck
• Forecast
• Advance Assurance
• Valuation justification
• Term sheet

Investors may ask to see other things during the process, but this will be on a case by case basis.

For more information on the basic necessities you need for your funding round see our [Founder Checklist]