Financing Workbook: Identifying, Targeting and Engaging Potential Investors

You will need these investor communication tools to raise money and meet with potential investors:

  • The elevator pitch
  • The executive summary
  • The investor presentation or the “pitch deck”
  • The business plan

The fundraising process consists of several stages. Each of these documents or tools is used at various stages of the fundraising process, to convey the appropriate amount of information at the correct time. A good way to think about the process is to compare it to peeling back an onion—you will share increasingly more detailed and confidential information with the potential investor as you progress through the investment evaluation or due diligence process.

This workbook provides a framework and tips for identifying and engaging with potential investors for your company, as well as developing an elevator pitch.

Workbooks are typically comprised of two parts - the workbook itself which contains instructions, examples and activities, and the planning document in which you can write your responses. This workbook suggest setting up a tracking list of potential investors for your company. A downloadable Excel template is available below for this purpose. You can personalize the planning document and investor tracking template by adding your company name and logo.


Download the Workbook

Contains instructions, examples and activities.


Download the Planning Document

Write your responses and keep for your company’s records.


Download the Investor Tracking Template

Track your progress engaging with potential investors.