I need to manage my board and investors
Run better board meetings, investor updates, planning, and reporting rhythms.
How to Lead a Board Meeting
Got your first board meeting coming up and feeling nervous? That's completely normal; every founder has been there. Board meetings aren't about impressing anyone with fancy slides. They're about having honest conversations with people who want to see you succeed. Your board members invested because they believe in your vision and want to help navigate challenges alongside you. This guide will show you how to structure productive conversations and leave each meeting with clear next steps. Whether it's your first or fifteenth board meeting, the goal is the same: leverage the collective wisdom in the room to make better decisions for your company.
Quarterly Investor Update
As a CEO, you need to keep track, measure, and monitor your startup progress. By sharing a periodic update with partners and stakeholders, you can increase the level of engagement, ask for assistance and advice, and keep people feeling connected to your startup. Writing this report should help you in tracking your trends and progression, as well as honing in on your set of needs and goals. All the data you present should be something you track either way within your day to day management of the company, not something you gather uniquely for investors. If something doesn't seem relevant - skip it!
Data Room - What to Include
Raising capital means being ready to open the books. A Data Room is a secure, organized repository of key company documents used during a due diligence (DD) process. Investors will use it to verify claims made in your pitch and evaluate your business at a deeper level.
Find your Investors
When you begin preparing for a funding round, your first stop should always be your existing investors and board members. Ask for recommendations, get warm introductions, and work together to create a focused and prioritized investor target list. This collaborative approach opens doors, and often closes rounds faster.
Series A Deck
Template for your Series A Deck. See what we think makes a series A deck great.