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Investor Relations Checklist

Fundraising checklist for funds

Quant & VC funds
1 Application form and Summary (template is provided) Mandatory
2 One pager / Teaser Mandatory
3 Presentation for Investor Mandatory
4 Key team members CVs, Achievements, References (can be included in Presentation) Mandatory
5 Legal, tax, finance structure (can be included in Presentation) Mandatory
6 Investment agreement Mandatory
7 Track record Mandatory
8 Rewards Optional
9 Publications Optional
10 Audit report Optional
11 List of current investors/Investor references Optional