Structure
Template Sections
1
Meeting Context
Investor background and meeting purpose
2
Pitch Summary
Key points presented
3
Questions Asked
Investor questions and concerns
4
Feedback Received
Investor reactions and feedback
5
Investment Interest
Level of interest and next steps
6
Follow-up Items
Information requested and action items
Meeting Context
Investor name, firm, stage focus, and context for the meeting.
Pitch Summary
Key points presented about the problem, solution, market, traction, and ask.
Questions Asked
All questions the investor asked about the business, market, team, or metrics.
Feedback Received
Investor's reactions, concerns, enthusiasm, and specific feedback on the pitch.
Investment Interest
Investor's level of interest, potential fit, and likelihood of investment.
Follow-up Items
Information or materials requested, additional meetings scheduled, and next steps.