These are just a few sharp, scrappy ideas I’d put in play if I were in the seat tomorrow. Of course I’ll also be ready to dive into your existing roadmap, help move open threads forward, and execute fast on what matters most.
First 30 Days
Audit the CRM + Prioritize the Investor Universe
What: Review, segment, enrich, and prioritize contacts
How: Use HubSpot, Clay, and dashboards
Why: To tailor messaging and convert faster
Identify and Reach High-Fit Prospects
What: Engage on ski podcasts, LinkedIn, Substacks
How: Target HNWIs, founders, angels by interest group
Why: Build trust by showing up in their world
Days 31–60
Build Investor Enablement Stack
What: Weekly reviews, objections doc, Looms, Notion updates
How: Package traction into reusable assets
Why: To scale trust and de-risk investment
Launch Community Raise (If Aligned)
What: Test with FrontFundr/Wefunder, launch referrals
How: Build soft circle, reward early supporters
Why: To add social proof and close warm leads
Days 61–90
Drive the Raise to Close
What: Countdown, fireside chat, thank-you previews
How: Use urgency + emotion to convert warm leads
Why: Because capital closes on momentum
Prepare for GTM and Brand Expansion
What: Draft GTM plan, define brand voice, hire plan
How: Get the team aligned pre-raise close
Why: To hit the ground running