If a founder can't pick up their phone right now and text five investors - "Hey, I'm thinking about opening a round. Can we grab coffee to talk about it?" - they need Capital Fluency.
Most first-time founders try to meet investors during their raise. They’re refining their pitch and learning about term sheets. At the same time, they’re asking the super connectors to make intros. By that point, their fundraising process is doomed to be transactional, because we know fundraising runs on relationships, built and nurtured over time.
Capital Fluency teaches founders to build these relationships before they need them with three workshops that cover investor psychology, getting the first meeting, and nurturing a capital network.
Session 1: Investor Psychology
- How investors at different stages think and what they're looking for
- The differences between angels and institutional investors
- What makes a company interesting to the venture market
Session 2: Getting the first meeting
- The etiquette of asking for warm intros
- How to research and qualify investors
- How to run the first meeting without pitching or selling Session 3: Nurturing the network
- Best practices for staying in touch over months and years
- How communication shifts as a founder moves closer to opening a round
Capital Fluency helps first-time founders build a capital network like serial entrepreneurs.