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Investor Pitch Deck Template

This template guides you in determining the information needed by investors as they evaluate a funding decision.

Investor Meeting Guide

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

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.

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.

Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.

Societal Futures: Technologies, Issues, and Concomitant Projections

This discussion is an attempt to consider the developing future societal context, including the ongoing evolution "of the humans, by the humans," by summarizing some of...

Build an FSI Insurance Business-Aligned IT Strategy

IT has become the key differentiator in the insurance industry. Explore opportunities to use digital applications and partner with or acquire Insurtech companies that can...
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Assess Your Nonprofit’s Digital Maturity Storyboard

A report designed to encourage a digital maturity assessment and demonstrates the current state of nonprofit digital transformation
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