Tools

Decision Making Accountability Workbook

Template to record different decisions the team is called upon to make that provides transparency and accountability.

Investor Interview Insight Guide

This guide enables you to record feedback from select investors about their approach to evaluating companies looking for funding.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Key Investor Contacts Template

This template allows you to identify key investors, list contact details, record outreaches, and document outcomes.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

IT Cost Optimization Workbook

Use this structured tool to help you document your IT cost optimization goals and outline related initiatives to develop an effective 12-month roadmap.

Security Governance Model Tool

This tool will help you determine governance and management accountabilities and responsibilities and use them to build a visual governance and management model.

Security Governance Model Templates

The purpose of this tool is to help you visualize your organization’s information security governance structure.

Sales Enablement Strategy Executive Presentation

A boardroom-ready deck that captures the high-value initiatives to enhance the organization’s sales enablement processes.
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