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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