Now that we know where to find investors, we want to build a very targeted list of who to talk to and how we’ll manage our outreach.

Here we’ll walk you through how we setup our spreadsheets to begin our investor outreach:

• Setup a Spreadsheet. You can download our template or use your own.
• Import Investor Data. We’ll copy/paste all of our data into this spreadsheet.
• Synthesize Data. We’ll coordinate all inputs from this spreadsheet.

Setting up our outreach isn’t hard, but it’s a critical step because once we start reaching out to investors it’s very easy to get lost in responses and updates.