Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

Prepping Investors for Your Next Big Deal

18 May 2024 · 0 min

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0:22

In this brief segment of the YouTube video, the speaker advises founders to begin investor outreach only after they are reasonably confident that their proposal is viable and will receive final approval. The recommended approach is to inform investors of the proposed plan, clarify that the final approval is still pending, and request that investors use a 60‑to‑90‑day window to get ready for the eventual capital raise. This timing strategy aims to keep investors engaged without committing funds prematurely, ensuring both parties have sufficient preparation time before the official fundraising round begins.

you get to a point where you're fairly certain that it's going to be approved for, you know, something that's, that's viable, then at that point you could start talking to investors about it. Then at least talking to them about, hey, here's the proposed plan, we're waiting for the final approval before we actually raise the money, but just want you to get ready. It's always good to give your investors 60 to 90 days to be prepared.