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Build Your Investor Outreach Materials

Build Your Investor Outreach Materials

Offered by Andrew G.

5.0

()

Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

United States Military Academy Logo

Studied at United States Military Academy

Equitable Capital Logo

Works at Equitable Capital

Description

Investors need clear, professional materials before committing capital. This package focuses on helping you create an investor-facing toolkit that inspires confidence and drives engagement. From a polished one-pager to a segmented investor list and outreach strategy, you’ll leave ready to begin meaningful conversations and build momentum with prospective backers. Key components of this package can include, but aren’t limited to: • Design a compelling one-pager that summarizes your vision. • Identify, tier, and segment target investors aligned with your thesis. • Create a customized cold outreach email sequence. • Learn best practices for follow-up and relationship building.


What you'll get from this package

Polished Investor One-Pager

Segmented Investor List (tiered and aligned with your thesis)

Cold Outreach Email Template Sequence


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Board & Investor Management

Investor Selection


Andrew G.

Offered by Andrew G.

Joined July 2026

5.0

Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

I help serious business buyers find suitable targets, evaluate opportunities and build a disciplined acquisition process. My background includes investment banking in Merrill Lynch’s Consumer and Leveraged Finance groups, institutional investing at Standard General and Claar Advisors, and public-company board service. Standard General’s acquisition and consolidation work in media and gaming gave me a perspective on evaluating businesses, capital structures and acquisition-led growth. I began my own acquisition search in 2015 and submitted letters of intent on three companies, giving me firsthand experience with the decisions and uncertainty searchers face. Today, I am a licensed investment banker affiliated with GT Securities, whose platform has supported more than $50 billion in aggregate transaction value. I am also a CFA charterholder, West Point graduate, Columbia MBA and founder of Victory Vision. My coaching turns your current acquisition challenge into practical work: clear buying criteria, a prioritized search pipeline, financial questions worth investigating and a plan for approaching owners, brokers or lenders. We can work hands-on in Victory Vision, the platform I founded, so you learn a process you can continue using yourself.

Coaches professionally

Experience level: Director

$612

5h of coaching