LSN Summer Reading Series Chapter 12: “Anatomy of an Allocation Process”

13 Aug

By Lucy Parkinson, Senior Research Manager, LSN

In recent weeks we’ve covered how to make a global target list of potential investors, and the basic techniques of phone canvassing and email outreach required to initiate dialogue. This week, LSN takes a look under the hood of the investment process. How do you turn that initial spark of interest into an allocation check?

This chapter explains how you can move the process forward through the pipeline and describes the people you’ll have to work with in order to make the allocation happen—from the initial gatekeepers to the final decision-makers. We look at how to make a good first impression and how to run a productive meeting with an investor, and explore what will happen during the due diligence process. If you’re preparing to meet with a potential investor in the near future, this chapter will be invaluable.

Click here to download/print the chapter PDF

Next week, join us for Chapter 13: “Straight Talk About Finding, Vetting, and Closing Capital.”

Enjoyed the preview? Buy now from Amazon.com or Barnes & Noble

Bookcover-Front

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