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Investors






Guidelines : Investors

Investors
Guidelines

  • Provide an overview of the development and history of both your company and your product. Highlight any unusual, positive developments (i.e. rapid growth, market penetration, etc.).
  • Follow up to potential investors with letters of inquiry. Include your goals and a copy of your current business plan.
  • Explain briefly your company’s goals. A detailed description of your goals and products can be included in your business plan.
  • Maintain a positive, upbeat tone throughout your correspondence. Detail any and all positive developments that may influence a potential investors decision.

Example 1: Follow up to Interested Investors

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Jeffries:

Maxwell Atkins mentioned a number of weeks ago that you expressed some interest in our company, Pamplin Productions, Inc. I have enclosed a copy of our business plan for your review.

Our goal is to raise the necessary capital by the end of the year.

If you feel this is a relationship you might like to pursue, I would love the opportunity to meet with you to discuss our plans further.

If you would like to schedule a meeting, or have any questions or comments, please call me any time at (555) 555-5555.

Sincerely,

Example 2: Follow up letter to investor

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Susan:

Thank you for taking time to meet with Robert and me today. I’m sure your schedule is busy and we appreciate your spontaneity.

As we discussed, Overland Solutions has experienced some luck with our first couple months in the distribution channel and we expect to continue to expand. I will deliver our five-year projections on Tuesday to show you what we have in mind. For now, I have included a couple of our most popular products for your review.

Should you have any questions or comments about the company, please do not hesitate to call me at (555) 555-5555 or e-mail me at myname@overland.com.

Thanks again for your interest, and I will follow up with you next week.

Sincerely,

Example 3: Follow up on Telephone Conservation

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Jeff:

Thanks so much for taking time to discuss DHP Products with me today.

Things are going well for us so far, and we’re very excited about the future. With the proper funding and team, we are confident that we will be able to meet our ‘97 projections.

I will call you tomorrow to confirm your receipt of the enclosed information. However, if you have any questions or comments, please call me any time at (555) 555-5555.

Sincerely,

Example 4: Letter to investor

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Frank:

Happy New Year!

We have been very busy at DHP Products, and things are looking better every day. My apologies for taking so long to get back with you. I received your message over the holidays, and I wanted to let you know we are still interested in bringing in private capital.

Next week, we will be putting together a formal offering document. If you would still like to consider us as an investment, I will be happy to provide you with additional information. Here are some of the highlights from December:

• DHP Products gained SysTech, the largest software distributor, as a distribution source for all of our products.

• DHP Products closed a national deal with Office Place to sell a hybrid, higher priced DHP product in addition to standard our regular line.

• DHP Products closed a national deal with Overland to sell three titles.

• DHP Products closed a chain wide deal with Brock Place to sell three titles.

• DHP Products’ sales totaled over $225,000 for December.

• DHP Products’ sales totaled over $1,250,000 for 1996 with practically no advertising or promotional efforts.

Needless to say, we are very excited about 1997! We have been granted a little time to re-group and focus on sales, thanks to our current investors, and are ready to move forward with our goals to own the how-to reference software market. Our balance sheet is looking healthier each week, and we feel very confident that we will meet our year-end projections this year.

Please let me know if I can answer any questions for you, and welcome back to Detroit.

Sincerely,

     

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