Phase 6: Investor Relationship and Retention
Phase 6 recognizes that funding changes the investor relationship; it does not end it.
What Phase 6 establishes
Phase 6 supports the continued development and preservation of investor relationships after capital is committed. It encompasses the relationship experience created through appropriate communication, reporting, continuity, future participation opportunities, referrals, and long-term organizational memory.
Why Phase 6 matters
The strategic object of investor acquisition is the Qualified Investor Relationship, not an isolated transaction. A responsibly managed relationship may contribute continuing trust, learning, repeat participation, referrals, and other organizational value over time. Treating the first investment as the finish line causes valuable context and relationships to be lost.
Intended organizational outcome
Preserved and developing investor relationships capable of supporting appropriate future participation, advocacy, learning, and capital formation.
Public metrics associated with this phase
- RIR|Repeat Investor Rate
- RCC|Repeat Capital Contribution
- DILC|Direct Investor Lifetime Capital
- RI|Referral Influence
- RDI|Relationship Depth Indicator
Related AIAS concepts
- Relationship Capital
- Trust Capital
- Investor Experience
- Relationship Continuity
- Investor Relationship Equity
Executive question
Are we continuing to earn trust and preserve the relationship after capital is committed?
Evaluate the investor-acquisition capability behind the raise.
Capital Sourcing Partners helps fund managers, syndicators, capital raisers, and investment organizations design, implement, and strengthen the Investor Acquisition Vehicle through which AIAS operates.