Rob Giles

GPs and investor relations representatives think they are doing discovery, but they aren’t. They are treating first meetings with investors as pitch meetings, and that’s where the mistake begins. 

Part 1 of 4 in Scale IR’s Discovery Series You might think that your first meeting with an investor is about your pitch. It’s not. Your priority should be getting to know the prospective investors and uncovering alignment. That’s why we call the first investor meeting a Discovery Call. Today, competition for retail investors is higher than ever. In a market like this, the first conversation with an investor can matter more than anything you say in your deck . Not because the deck isn’t...

Is the role of a marketer in a capital raise to close deals? No. Your marketer's job is to drive and nurture leads.