The Playbook to Investor Relations

@Jason

3 Followers

1 month ago 592

Business #startups #InvestorRelations #funding

The Playbook to Investor Relations

@Jason1 month ago

THE PLAYBOOK TO
INVESTOR RELATIONS
MANAGING PARTNER
ZELKOVA VENTURES
@ZELKOVAVC 1
Jay Levy

1/29

Launched in 2008 – 3rd Fund
95+ Investments
Wired money over 300x
35+ Exits
Invest Early & Foll…

2/29

WHAT IS
INVESTOR
RELATIONS?
Setting your company up for success
& Reducing potential conflict…

3/29

4/29

40%
26%
22%
9%
2%
< 5 6-10 11-25 26-50 51-99 99+
40% 26% 22%
OF STARTUPS HAVE MORE THAN 6 IN…

5/29

FOUNDERS FEEL
OF THEIR INVESTORS ARE SUFFICIENTLY UPDATED

6/29

YET ONLY
OF INVESTORS FEEL THEIR COMPANIES KEEP THEM
SUFFICIENTLY UPDATED

7/29

47%
40%
8%
3%
2%
WEEKLY MONTHLY QUARTERLY SEMI-ANNUALLY ANNUALLY
8% 47% 40%
OF FOUNDERS PROV…

8/29

WHAT'S THE PREFERRED METHOD FOR INVESTORS?
0
60
45
30
15
% of
investors
EMAI
L
YOU CHOOS…

9/29

FOUNDERS FEEL THAT ONLY
OF INVESTORS UNDERSTAND THE BUSINESS

10/29

“Managing your investors well is a sign
of a very good founder/CEO”
- Seed Fund
“Keeping up to…

11/29

12/29

GET MORE OUT OF YOUR INVESTORS
OF FOUNDERS SURVEYED FEEL THAT SEED & VENTURE
FUNDS ARE IMPORTANT…

13/29

UP TO DATE INVESTORS ARE
MORE LIKELY TO RE-INVEST!
200%
REASON 2

14/29

"There is another really awesome
reason to keep your investors
updated: they didn’t give you al…

15/29

TO AVOID TROUBLE
REGARDLESS OF HOW BIG OR
SMALL, INVESTORS HAVE
RIGHTS, ATTORNEYS ARE
PLENT…

16/29

UPDATES ARE SELF-SERVING
REASON 4
They provide founders an opportunity to reflect on the past, t…

17/29

ITS THE RIGHT THING TO DO
REASON 5
"THE SUCCESSFUL PERSON PLACES MORE
ATTENTION ON DOING THE RI…

18/29

19/29

TEMPLATE FOR UPDATES
B
50%
C
30%
A
20%
A B C D
3
2
1
0
B
50%
C
30%
A
20%
A B …

20/29

FUNDRAISING
TOOLS
COMMUNICATION
TOOLS
CAP TABLE
MANAGEMENT
TOOLS FOR
INVESTOR
RELATIONS

21/29

LATER STAGE INVESTOR RELATIONS
1 INDUSTRY & MARKET
OVERVIEW 2 COMPANY OVER:
WHAT WE DO & WE
…

22/29

Be a Better Board Member,
Investor & Partner
23

23/29

24/29

CHANGE HOW I APPROACH
FOUNDER/INVESTOR RELATIONS
THESE EMOTIONS LED ME TO...

25/29

BE
Identify your strengths &
focus on helping in those
areas, be self-aware
1 YOU
2 OPEN
3 …

26/29

27/29

Investor relations
starts with the
first interactions,
before the have a
process
Develop …

28/29

THANK YOU
MANAGING PARTNER
ZELKOVA VENTURES
@ZELKOVAVC
Jay Levy

29/29

@Jason

Drag Me

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The Playbook to Investor Relations

This presentation discusses the vital role of effective investor relations in enhancing communication between founders and investors. It covers the goals, preferred methods of communication, and why regular updates are crucial. Learn strategies for evolving your investor relations approach as your company grows, ensuring transparency and reducing conflict while maximizing investor engagement.

Business

#startups #InvestorRelations #funding

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The Playbook to Investor Relations

@Jason

3 Followers

The Playbook to Investor Relations

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