What Is Persistent Investor Follow-Up?
Persistent Investor Follow-Up
Persistent Investor Follow-Up is the disciplined, professional, and appropriately timed process of maintaining communication with prospective investors across multiple interactions and channels while an investor relationship develops.
Digitally acquired accredited investors frequently enter the investor journey without the familiarity, context, and inherited trust associated with traditional referrals.
As a result, some investor relationships may require numerous professional outreach attempts and interactions before a meaningful conversation occurs, due diligence begins, or capital is committed.
Persistent Investor Follow-Up may include telephone calls, personal emails, educational content, market commentary, webinars, investment updates, direct conversations, and future opportunities.
The objective is not to pressure investors or pursue them indefinitely.
The objective is to remain professionally present, provide relevant information, observe investor behavior, and allow appropriate relationships to mature over time.
Within AIAS, Persistent Investor Follow-Up is a core process for developing Investor Confidence, Trust Capital, and Relationship Capital.