Investor pitch follow-up proposal: Free template
Customize this free investor pitch follow-up proposal with Cobrief
Open this free investor pitch follow-up proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your business model, funding stage, and the conversation you had with the investor. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for sending structured follow-ups after investor calls, summarizing your pitch, or providing a next-step engagement path. Whether you're raising pre-seed or Series A, this version gives you a clean, credible foundation to re-engage with clarity.
What is an investor pitch follow-up proposal?
An investor pitch follow-up proposal is a structured document used to re-engage a potential investor after an initial meeting or demo. It summarizes key takeaways from your pitch, reinforces your value prop, and outlines what happens next — from data room access to timelines, commitments, or asks.
This proposal is usually sent within 24–72 hours after a pitch call. It’s designed to reduce ambiguity, keep momentum, and give investors something they can easily forward or reference internally.
A strong follow-up proposal helps you:
- Reinforce the clarity and credibility of your pitch
- Formalize your ask and timeline
- Keep the investor engaged post-call
- Create a smoother path toward due diligence or a second meeting
Use this proposal when you need to follow up professionally and move the conversation forward.
Why use Cobrief to edit your proposal
Cobrief makes it easy to turn informal notes into a clean, professional proposal — with AI support to tighten your copy and tailor it to investor priorities.
- Edit the proposal directly in your browser: Skip the deck formatting — just write, refine, and send.
- Rewrite sections with AI: Refine your pitch language, simplify messaging, or adjust tone for different investor types.
- Run a one-click AI review: Identify unclear or generic sections and improve impact instantly.
- Apply AI suggestions instantly: Accept edits one by one or across the entire document in a click.
- Share or export instantly: Send the proposal link or export a clean PDF or DOCX to forward directly.
Make follow-ups part of your fundraising system — not a scramble.
When to use this proposal
This investor pitch follow-up proposal works well in situations like:
- After your first investor meeting or pitch call: Recap, clarify, and lay out next steps.
- When an investor asks for a follow-up summary: Send a clean proposal instead of a messy thread of links and bullets.
- As a response to soft interest: Formalize the opportunity and timeline.
- When sharing a deck + data room: Pair this with links and access info to show you're organized.
- After demo day or a pitch competition: Send targeted proposals to leads you want to convert.
Use this when you want to look sharp, show momentum, and create a clear bridge to the next conversation.
What to include in an investor pitch follow-up proposal
This template helps you recap the pitch, reinforce your value, and push the investor toward a decision point — all without repeating your entire deck.
- Executive summary: Open with 3–5 crisp lines reminding the investor what you do, why now, and where you’re going. Reframe their attention around your traction or thesis.
- What we discussed: Recap the key points covered in your meeting — e.g., traction, TAM, product vision, business model, or feedback they shared. Show that you were listening and absorbing.
- The opportunity: Rearticulate your market edge, core problem, and why this is a compelling time to invest. Keep it short, sharp, and confident.
- What we’re raising: State how much you’re raising, what stage you're at (pre-seed, seed, etc.), and what the round will unlock.
- How we’d work together: Outline what working with you looks like — monthly updates, strategic input, areas where you want help. This builds confidence and transparency.
- Next steps: Be explicit. Examples: “Review data room,” “Join a second call,” “Confirm soft interest,” “Participate in this round by [date].”
How to write an effective investor pitch follow-up proposal
Founders often lose momentum in the follow-up. This document keeps it alive. Here’s how to write one that works:
- Reassure, don’t repeat: Don’t re-pitch your deck — summarize and reinforce your clarity.
- Signal maturity: Structured follow-ups make you look like a founder who can manage investor communication.
- Make it forward-looking: Anchor next steps, urgency, and a clear decision path.
- Be honest about where you are: You don’t need to over-polish — clear beats perfect.
- Keep formatting sharp: Clean structure, short paragraphs, and scan-friendly bullets make it easier to read and forward.
- Always close with a clear ask: Leave no ambiguity about what you want them to do next.
Frequently asked questions (FAQs)
Is this a replacement for a pitch deck?
No — this supports the deck. You can link to the deck and data room inside this proposal for context.
What if I haven’t finalized my raise amount yet?
That’s fine. You can note a range (e.g., “Raising $1.5–2M to reach Series A readiness”) and update later.
Can I reuse this for other investors?
Yes — just personalize the meeting recap and tone depending on the investor’s focus and stage.
Is this legally binding?
No — this is an informal follow-up, not a term sheet or agreement.
Can I send this as a PDF?
Yes — you can export the full proposal as a clean PDF or DOCX file and send it via email or investor portal.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.