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Notes for use
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- start w/ the Investor Intros Tab, goal here is to curate the list of appropriate targets. Alpaca can provide an overly inclusive list of all Series A investors you'll do some research on to curate into a managable list.
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- Each column after firm should be for each individual investor/advisor/connector, then a final column on notes
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- Share Document w/ each investor/advisor with instructions to enter a) who their relationship is with and b) strength of that relationship. Additonally, they should put any relevant comments in the 'Notes' column on how the firm/partner is investing these days, relevant to fit
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- Once completed, founder can look through strength of all relationships, and fill out Column H for 'final intro', then use to create a 'task' list for each investor to go out with intro
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- Once Investor intro sheet is completed and all 'final target firms' are listed, copy inot the 'Tracking Document
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- columns J-K act as a CRM, where you can sort by dates and know exactly when an action needs to be taken. Keep up to date, and review every 2-3 days
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Color coding
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New entry
< Enter all information in white, once discussions begin, try to assign a probability based on perceived probability
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Active Discussions
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Intros/Scheduling in Process
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Passed
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