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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.
Services included:
Board & Investor Management
Investor Selection
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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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.
$612
5h of coaching