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Identify and Generate Investors

1. Identify potential investors. This could be done by researching online, attending industry events, or networking with friends and colleagues.
2. Attend events where potential investors are likely to be present. This could include industry conferences, trade shows, and investor pitch competitions.
3. Prepare a pitch deck. This is a presentation that will introduce your company and its products or services to potential investors.
4. Network with potential investors. Talk to them about your company and its goals. Answer any questions they may have.
5. Follow up with potential investors. Send them a thank-you note after the event. Keep them updated on your company's progress.

Steps to Follow Up with Contact

1. Get the contact's information. This could include their name, email address, phone number, and company.
2. Send a follow-up email. Thank them for their time at the event. Remind them of your company and its products or services.
3. Call the contact. This is a great way to build rapport and answer any questions they may have.
4. Send a company information packet. This could include your pitch deck, company overview, and financial statements.
5. Schedule a meeting. This is the best way to get to know the potential investor and discuss your company in more detail.

Add to CRM

1. Create a new contact record. This will allow you to track all of your communications with the potential investor.
2. Enter the contact's information. This includes their name, email address, phone number, company, and any other relevant information.
3. Add notes about your interactions. This will help you remember what you talked about with the potential investor.
4. Set a follow-up date. This will help you stay on top of your communications.

Append Data

1. Find a data source. There are many companies that sell data on potential investors.
2. Purchase the data. This data will typically include the contact's name, email address, phone number, company, and financial information.
3. Import the data into your CRM. This will allow you to add the contact to your database and track all of your communications with them.

Send Company Information by Email and Call

1. Compose an email. This email should introduce your company and its products or services. It should also include a link to your website or pitch deck.
2. Send the email. Be sure to include the contact's name in the subject line.
3. Call the contact. This is a great way to follow up on the email and answer any questions the contact may have.

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