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When starting a business (or even continuing to run an existing one), it is extremely important to garner the favor of a wide and varied array of investors.

Unless one has all the necessary capital in a shoe box buried in the ground somewhere, investors are one of the most crucial resources to secure.

A 10-step guide to communicating with investors

Listed below are 10 ways that can help email marketing agencies build the healthiest relationship possible with their prospective investors.

1. Monthly financial reports

Regular financial reports are building block upon which financial stability and pleasant communication rest.

There is no reason not to send out monthly financial reports, as they help instill a sense of confidence in the investors.

2. Capitalization changes

Any changes made to the money will have a lasting and possibly immediate effect on the well-being of the current investors.

Any changes must promptly be relayed to investors so that they can make plans and adjust accordingly, depending on what these changes may be.

3. Regular updates on company progress

This third point sort of covers any instances not pertaining to the previous two.

Any updates of note are vital information to investors. It is important to convey this sense of transparency in order to maximize trust within the relationship between company and investor.

Any change, whether good or bad, must be relayed to all responsible parties involved.

4.Telegraph and explain shifts in ownership

Continuing in the vein of transparency, it is important to make any changes in ownership public and easily digestible.

When a change in ownership happens, it becomes imperative to not only call to attention this shift but explain it in a way that makes sense to the CEO’s, the employees and the investors.

5. Get all the tax information in order

Once all the ticker tape has cleared and the ink has dried on the contracts, the tax information must be collected and properly arranged.

LLC companies will need to send a K-1 form to any and all investors. The reason for this shotgun spray of contracts is that make sure that the investors state their earnings and shares properly to the IRS.

6. Solidify the reputation

While it is rather appealing and convenient to merely have one investor and one company, there will eventually come a time to branch out.

To gain traction in this world of business, it is important to build the brand as seen fit.

7. Troll current investors for clues

This is where all the transparency and integrity comes back into play.

Representatives from the company must now troll the current investors for feedback on their dealings with the company.

Positive feedback must be replicated, while negative feedback must be used to ensure that future dealings will be improved upon.

8. Base control data on material for the future

With knowledge of what works and what doesn’t work now safely tucked away for later use, it is time to assemble the stock material.

This material should not be the final product, but rather the template for usage that can be customized and built upon depending on which prospective client is coming to the meeting.

It is important to keep these materials organized and easily accessible for future meetings.

9. Make sure the investors are compatible

Now that one has a stable of companies matched with suitable investors, it is time to assess their compatibility.

One must make sure that there are no conflicts of interest between any of the intermingling and distant parties, lest it becomes a hassle later on down the line.

10. Repeat the cycle

Now that the circuit has been completed, it is time to begin anew. This cycle of gaining trust and building substantial gains is far from foolproof but can easily be obtained by following these steps.


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