Keep up to speed with co-investors by using this template. For each fellow investor, keep track of all their essential info: type of investor, type of investment, expectations etc… to create a clear investment strategy with all of them.
Establish and maintain clear communication with all co-investors. Keep your relationships active and warm by logging your latest interactions, and reaching out to them with ultra-personalized bulk emails.
Stay organized and keep track of all investment data. This way, you can effectively manage the co-investors and their investments.
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