WEEK ONE OF THE RAISE
WHAT THE SPRINT IS
THE SEQUENCE
01
02
03
04
THE TEAM

Runs the onboarding, owns the brief, leads the pitch feedback call, and is the line of communication through the start of the raise.

Sits over the mandate. Joins the working sessions where strategy is set. Steps in on the introductions where senior weight is the lift.

Builds the story, builds the universe, writes the investor briefings. The work the rest of the team runs on.
IR
Runs the investor inbox once the raise is live, books the meetings, and keeps the pipeline moving week to week.
YOUR PART
01
Self-paced, inside the platform. The rest of the sprint runs on it.
02
The onboarding call, then the pitch feedback call. One sharpens the brief, the other sharpens the story.
03
You sign off on the universe and the order of outreach before the raise opens.
AFTER THE SPRINT
The raise opens.
Outreach begins against the approved universe, in the order set in the strategy review. Meetings start landing on your calendar.
The work moves into the weekly rhythm: a written update from the team every week, and a strategy session with Charles every two weeks.
The sprint ends.
The raise has begun.
ONBOARDING SPRINT · WEEK ONE