Back
Similar todos
Send list of investors to client 
#addison
send investor pipeline update to client #addison
run through investor updates with client #addison
create investor spreadsheet 
#realestate
schedule outreach e-mails to investors #addison
finish investor calls #addison
review investor term sheet with client
added investor update email list. I have no investors but I thought it would be a worthwhile effort to generate monthly emails as if 
#downpayment investors.downpayment.gift
share investor intel with portfolio company #addison
share investment memo template with client #addison
investor update 
#dinghy
list of clients 
#ekh
do investor workshop + client meetings #addison
investor holding page 
#pw
Draft and edit investor email 
#jovial
meet with investors
complete investor calls with clients for the day #addison
send info to new client 
#videoaime