Memo Draft
Investors draft the memo they'd write on a category, before any company is named.
ep_04 · What a seed memo on agent tooling has to prove
Investors hear pitches all week. Almost nobody asks about their thesis. We build an investor series under your name, research 300 associates, principals and partners who fit your market, and coach you while you send the invitations. The round stays off air.
This investor outreach for startups invites associates, principals and partners onto a show about their thesis. The round stays off the record; the relationship carries into your follow-up.
Three waves. Each sharpens your framing and warms the next intro.
They source deals and need a market view for their next memo. They say yes fast.
They run diligence and carry deals to the partner meeting. Invite them once associate episodes are live.
They make the call. By now you've recorded with their team or peers. The invite often comes as an intro.
Investors publish theses to attract founders. An episode gives that thesis an audience.
| first contact | pitch meeting | investor episode |
|---|---|---|
| who asks the questions | the investor | you |
| what the investor gets | a deck to screen | airtime for their thesis |
| what you learn | interested or not | thesis, objections, who decides |
| left behind | a deck in their inbox | episode, clips, a follow-up they asked for |
Every question is about their fund. Your company comes up only if they raise it.
See the buyer version →“Walk me through the next 12 months at the fund. What has to go right?”
pace, stage, fund cycle
“Where does this market feel overhyped to you?”
the objections your pitch will meet
“What did you pass on last year that you’d look at again?”
what changes their mind
“If you could back one kind of company here before Q4, what would it be?”
whether you're the answer, unasked
“When a deal like that shows up, whose phone rings first at the fund?”
who decides, and who to meet next
Fictional. The subject is the investor's thesis, never your deck.
Investors draft the memo they'd write on a category, before any company is named.
ep_04 · What a seed memo on agent tooling has to prove
Investors on a category they passed on, and what would bring them back.
ep_09 · Why we passed on vertical SaaS, and what changed
A partner maps a category: incumbents, gaps, what gets funded next.
ep_12 · Mapping AI in freight in 30 minutes
Criteria by day 5. 300 investors by day 17. Invitations start on day 18.
Same markers as every program: live on day 18, first recordings around day 25, review on day 60. Only the guest list changes.
Stage, check size, thesis, recent deals.
Mailboxes warm. Sprint handover on day 14.
Associates and analysts, under your name.
Follow-ups start off air. Wave 2 follows as episodes publish.
Acceptance by wave, follow-ups, partner meetings.
The next round's list is already warm.
d25 · First recordings. Follow-ups start off air, the same week.
The recording is the first meeting. The follow-up counts more.
Scored on the Sprint's sheet: stage, check size, thesis, deploying or not.
No slides, no ask, no mention of the round.
Usually a short note on the market.
Note sent, clip out for approval. What you're building stays off air.
A pre-seed AI founder: Launch Sprint to build, Host Coaching to run.
investors hosted in 7 weeks.
I hosted investors instead of pitching them. The round closed in seven weeks.
After the close, the same show can host buyers. See AI founders.
"Investors will see through it."
They'd spot a pitch dressed as an interview, so there isn't one. The episode is about their thesis.
"I can't run a show in the middle of a raise."
Thirty minutes on air per recording. The Sprint hands over the list, sequences and scripts. A teammate sends invitations and books pre-interviews, and an editor cuts the episodes, so you only host and follow up. Coaching checks the numbers on two calls a month.
"Isn't this general solicitation?"
Keeping the round off air is designed to avoid it. Your counsel makes the call before day 18. Thesis on air, raise in private.
"My round needs to close this month."
Wrong tool for this round. Invitations start on day 18, first recordings around day 25. Start now for the next one.
A raise needs the founder in every conversation. You run it. We build and coach.
you send, we coach · software paid direct: ~$180 / mo
Why not Podcast Pipeline? Done-for-you, built for buyers, 3-month initial term. In a raise, every invitation and follow-up should come from you.
Apply with your stage, market and target close. We'll tell you if an investor series fits.