Free Startup Investor Meeting Minute Template
Startup Investor Meeting Minutes
Meeting Topic: Initial Funding Round
Time: [Time]
Date: [Date]
Company: [YOUR COMPANY NAME]
Location: [Your Company Address]
Attendees
|
Name |
Title |
|---|---|
|
Jonathan Wilkins |
CEO |
|
[Name] |
CFO |
|
[Name] |
Lead Investor |
|
[Name] |
Potential Investor |
Meeting Agenda
The meeting opened with a presentation by the CEO, followed by an overview of [YOUR COMPANY NAME]'s business plan and objectives. The meeting then moved on to discuss the financial standing of the company, or the “state of the union”, as well as the execution strategies. Thereafter, the floor was open for a Q&A and discussion session amongst the members present.
Decisions Made
-
Company Presentation: The presentation was accepted and appreciated by all present.
-
Initial Funding: The group agreed to move forward with the proposed initial funding round.
-
Revenue Projections: A correction was made to the revenue projections. This change was noted and agreed upon.
-
Execution Strategy: The Sales and Marketing plan was ratified with minor modifications.
Action Items
The CEO is to create an updated proposal for the next funding round. The CFO will correct the revenue projections as discussed during the meeting. Lastly, the marketing team will update the sales strategy as per the final modifications discussed.
Next Meeting Details
Date: [Date]
Agenda: Finalizing the updated revenue projections and reviewing the second draft of the sales strategy.
