What Investors Expect: Be Audit Ready

What Investors Expect: Be Audit Ready

Audit-Ready financials are important for many reasons beyond ”being Audit-Ready”. Institutional investors require having your financials audit ready for a few reasons: Ultimately you are spending their money, and this means having checks and balances in place to ensure above-board spending and peace of mind. Many times investments are provided in tranches, instead of all at once.  Missed or inaccurate financials will put future tranches […]

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What Investors Expect: Investor Updates

What Investors Expect: Investor Updates

During your key early days with institutional investors, the best way to keep them engaged in your company is with monthly investor updates. Maintaining consistent updates is crucial for a strong relationship with your investors, and the good ones expect it. By treating them as though they are partners in the business rather than just capital contributors, you build trust as well as set expectations […]

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