At the outset, Morgan Hill put together a thorough investment strategy, including:
- Due diligence preparation. A complete, investor-ready data room was prepared, including pitch materials. This often overlooked aspect of investment preparedness was critical to the success of a quick fundraising cycle. The company was able to demonstrate sophistication and instil a sense of "deal FOMO" in investors.
- An investor pipeline and outreach plan. A highly targeted investor pipeline and multi-channel outreach plan was established for the company, leading to productive meetings, driving investor interest in the company. The pipeline provided the systematic, data-driven framework required to put the company in front of the right investors and align presentations with investor interests.
- Investor specific coaching for company leadership. While a pipeline was an essential framework for generating interest, it was also critical to establish a meeting strategy targeted to each investor. Morgan Hill operators coached the founders in preparation for investor meetings by gathering critical intel, establishing a specific strategy for each meeting, and advising on how to drive the conversation forward.
"Morgan Hill was able to help us through every step of the investment process," said the company CEO, "providing a systematic and data-driven approach to secure funding."