Investor Meeting

このテンプレートについて
This Notion template for your investor meeting has been structured to mirror the professional rigor and logistical precision that such an event demands. It starts with a comprehensive Task Management section organized around five key planning phases: Event Concept and Planning, Logistics and Resources, People and Staffing, Marketing and Promotion, and Post-Event Wrap-Up. Each phase is broken down into clear, actionable tasks, such as defining investor-centric goals, developing a focused event theme, and mapping out key milestones. Tasks are categorized with statuses, owners, and due dates, making it easy to assign accountability and track progress as you prepare to present your company to a discerning audience.
Under the Logistics and Resources phase, your task list focuses on operational readiness. Tasks include scheduling pre-event and day-of timelines, sourcing equipment and printed materials, managing vendor coordination, and planning both the setup and teardown of the space. For this event, items such as HDMI adapters, printed investor decks, and hospitality service bookings would all be itemized here. These tasks ensure your event space is investor-ready and technologically flawless, reflecting your company’s attention to detail and readiness to scale.
In the People and Staffing section, the tasks revolve around ensuring your internal team and external stakeholders are aligned and prepared. This includes assigning roles for staff and volunteers (e.g., check-in greeters, tech support, hospitality leads), creating a day-of staffing schedule, managing investor communications before the event, and conducting briefings for all speakers and executives. Each role is designed to contribute to a smooth, professional experience for attending investors, with contingency planning included for unplanned issues.
The Marketing and Promotion and Post-Event Wrap-Up sections emphasize the continuity and long-term impact of the investor meeting. Marketing tasks include drafting and scheduling a sequence of communications (invitations, reminders, confirmations), preparing tailored decks and collateral, and managing investor follow-ups. Post-event tasks include teardown, thank-you emails, internal debriefs, and performance analysis. These stages reinforce the momentum of the event by ensuring clarity, responsiveness, and a strategic view on next steps with each attendee.
Finally, the Notion template includes three supplementary sections: Budget, Attendees, and Documents. In the Budget section, you’ll log all cost items (e.g., venue rental, catering, printing, A/V) alongside details like vendors, due dates, and receipts — helping you maintain financial oversight. The Attendees section captures contact info, bios, and RSVP status for each investor, enabling personalization and strategic follow-up. The Documents section stores files such as the final pitch deck, agenda, handouts, and promotional materials — all organized and accessible in one place. Together, these components make the template a centralized, professional-grade command center for your investor meeting.