AIAS Phase 6
Phase 6: Investor Relationship and Retention
Phase 6 compounds the base you already have through retention, repeat allocation, referral, and advocacy, turning existing investors into the cheapest source of the next raise.
What Phase 6 is
Phase 6 governs everything after the wire: reporting cadence, investor experience, relationship depth, reactivation of dormant investors, and the deliberate cultivation of referrals and advocacy. It treats the existing investor base as an appreciating asset rather than a closed file.
Why it matters
Repeat and referred capital is the lowest cost capital a firm will ever raise. Firms that treat the close as the finish line rebuild their pipeline from zero every cycle. Phase 6 is what makes the second and third raise structurally easier than the first.
Metrics most associated with this phase
- Investor Relationship Retention Rate (IRRR) →
- Repeat Investment Rate (RIR) →
- Investor Lifetime Value (ILV) →
- Investor Relationship Maturity Score (IRMS) →
- Relationship Capital Index (RCI) →
- Relationship Capital Growth Rate (RCGR) →
- Investor Referral Rate (InvRR) →
- Investor Advocate Score (IAdvS) →
- Dormant Investor Reactivation Rate (DIRR) →
- Investor Experience Score (IXS) →
