Finance Angel Investor Outreach
Budget: $30 – $250 USD
I’m launching a finance-focused venture and need a driven outreach specialist who can take full ownership of the investor-facing process. The mission is simple: secure conversations with qualified angel inve stors and keep them engaged through to the pitch stage.
Here’s what success looks like for me:
• Research potential investors – build a live list of angels whose previous deals, ticket sizes and sector focus match our model. I expect verifiable contact data and brief investor profiles.
• Schedule meetings – handle the calendar logistics, introduce the opportunity, and lock in video or in-person calls at mutually convenient times.
• Prepare investment pitches and presentations – refine my draft deck or create one from scratch (PowerPoint, Google Slides or Canva), plus a concise one-pager, ensuring the narrative speaks the language angels expect in the finance space.
I already have core business materials and financial projections; you’ll weave these into a compelling story. Experience with LinkedIn Sales Navigator, Crunchbase or similar databases is important, and a CRM mindset will help us track every touchpoint.
To keep us both on track, I’ll consider the job complete when:
– At least 30 pre-qualified angel contacts are documented.
– A minimum of five investor meetings are booked on my calendar.
– A polished, investor-ready deck (and one-pager) is delivered in PDF and editable format.
If this sounds like your wheelhouse, I’m eager to collaborate and move quickly.
Here’s what success looks like for me:
• Research potential investors – build a live list of angels whose previous deals, ticket sizes and sector focus match our model. I expect verifiable contact data and brief investor profiles.
• Schedule meetings – handle the calendar logistics, introduce the opportunity, and lock in video or in-person calls at mutually convenient times.
• Prepare investment pitches and presentations – refine my draft deck or create one from scratch (PowerPoint, Google Slides or Canva), plus a concise one-pager, ensuring the narrative speaks the language angels expect in the finance space.
I already have core business materials and financial projections; you’ll weave these into a compelling story. Experience with LinkedIn Sales Navigator, Crunchbase or similar databases is important, and a CRM mindset will help us track every touchpoint.
To keep us both on track, I’ll consider the job complete when:
– At least 30 pre-qualified angel contacts are documented.
– A minimum of five investor meetings are booked on my calendar.
– A polished, investor-ready deck (and one-pager) is delivered in PDF and editable format.
If this sounds like your wheelhouse, I’m eager to collaborate and move quickly.