The Best Way to Stand Out to Your Dream Investors

An idea that our team at Breakout fell into by accident, is that the best way to stand out to your dream investors is by having a dialed-in sales process pre-call.

What we’ve come to find is that getting the meeting itself might not actually be the bottleneck in your raise.

But having an investor group show-up to meet with you completely cold and unaware of what you / your product does, IS the bottleneck.

Here’s why:

The inherent problem with the majority of sales processes in general is there is too much “discovery”.

People show up to the call not knowing enough about the person / the product, which means they have to learn about it on the call, and THEN make a decision.

If you’ve ever gotten the “I need to think about it” objection or something similar, this is why.

The whole point of having material pre-call (through automated Calendly workflows for example), is that the person you’re meeting with can do their diligence BEFORE they come to the call.

In the context of your raise, they can do all their diligence, understand your main problems, the solutions you provide and what you help solve, BEFORE saying a word to you.

The effect that we’ve seen this have is this:

• Intro calls are faster, cleaner, and more informed

• Sales cycle / decision making can be shortened by 2-4 weeks

• Investors that meet with you have a much higher chance of being high-fit due to pre-call process

• You earn immediate respect by respecting their time. Well-packaged pre-call material shows you’re buttoned up, serious, and efficient - traits investors love.

• It moves the convo from “what is this?” to “how can we work together?” - You skip the basic explaining and jump straight into alignment and fit.

To enforce this idea, here is the workflow we’ve built for when we book an investor in for an intro call with our clients:

• Confirmation email sent to reduce no-shows and confirm time

• Email sent over with 2 main links:

  • One of them to the pitch deck / one pager going over the company

  • One of them to a 2-minute VSL (video sales letter) from the founder speaking about the company, what they do, main problems solved

• Another email sent 24 hours before meeting with the same 2 materials, + supplementary info about the company, traction info, any other supporting materials, etc.

Investors can now come into the call informed and confident, and our clients have a way better chance of moving a conversation forward.

Give this a try and let me know if it helps.

Ryan

If you’re an early stage tech/AI founder and want help building this process into your pre-call material, shoot me a reply or check out Breakout

If you’re an early stage healthcare founder and want help building this process into your pre-call material, shoot me a reply or check out Apex