Define expectations
Before meeting, explain the role sought and the topics to cover. Founders and investors should understand one another’s expectations without assuming agreement.
Check information
Prepare questions about the market, team, achievements and needs. Separate documented information from assumptions and agree on further checks.
Organise next steps
An initial conversation may lead to another meeting or a limited document exchange. Agree timing and confidentiality arrangements. Each party remains responsible for its decisions.
General information to be adapted to your circumstances. Services are defined by the quotation and contract.