A warm introduction opens the door. What you bring into the room decides what happens next.
An introduction is the start of a conversation, not the end of a process. Promoters who prepare well for the first meeting usually get a second one.
Be clear on the ask
Know what you are looking for: capital, capability, market access or a combination. Know what you are offering in return, and what is not on the table.
Have a short, honest document
A few pages covering the business, the numbers, the opportunity and the risks. Investors and partners notice when risks are left out.
Decide what stays confidential
Agree in advance what can be shared at which stage. Sensitive detail can wait until there is real interest and a confidentiality agreement in place.
This article is general information and not financial, legal or investment advice.
