Chuyển đến nội dung
Peak Atlas
Trạng thái: Available in Peak PRM

Peak PRM · Template

Investors remember what you said.
So should you.

A brief template for investor conversations. It separates what's confirmed from what you assume, and records promises on both sides.

Edit the template

Interactive demo with invented sample data. No account, nothing is saved or sent.

From the first meetingto a kept promise.Meet · Note · Follow up
  • Interactive demo
  • Try without an account
  • Nothing is saved

Try it

Template: investor brief

Meeting with [name], [fund], on [date] Confirmed: [statement] (source: [meeting/link]) Assumption: [guess, still open] My promise: [e.g. metrics update by date] Their promise: [e.g. feedback on the team] Questions: 1. [ ] 2. [ ] 3. [ ] Next step: [ ]

Template · after the event

Sample data · nothing is sent

Interactive demo with invented sample data. No account, nothing is saved or sent.

How it works

Investor brief

A brief template for investor conversations.

  1. 01 / First

    Confirmed facts

    What the person said or published, with a source. For example their focus or a question from the last meeting.

    Confirmed factsWhat the person said or published, with a source.For example their focus or a question from the last meeting.
  2. 02 / Then

    Mark assumptions

    What you suspect goes into its own field, so you don't mistake hope for a statement next time.

    Mark assumptionsWhat you suspect goes into its own field, so you don't mistake hope for a statement next time.
  3. 03 / After that

    Promises on both sides

    What you meant to deliver and what they offered. With a date, so nothing stays vague.

    Promises on both sidesWhat you meant to deliver and what they offered.With a date, so nothing stays vague.

Trust needs clarity

Honest limits

Scope of this preview

01No fund data
The template doesn't look up anything about investors. It only organises what you already know.
02Not a CRM replacement
For pipeline, stages and dates of a funding round, a CRM or Peak Capital fits better. This template holds the relationship knowledge.
03Peak PRM · synthetic demo
Interactive demo with invented sample data. No account, nothing is saved or sent.

The next step

Your next meeting starts now.

Fill in the brief for your next investor meeting, even if it's three weeks away.

Edit the template
Peak PRM · TemplateConfirmed facts

Interactive demo with invented sample data. No account, nothing is saved or sent.

Frequently asked questions

Why separate facts and assumptions?

Because after a few weeks assumptions start to feel like knowledge. Writing them down separately helps you ask the right question next time instead of assuming something wrong.

Can I share the template with my co-founders?

Yes, paste it into your shared doc. Keep personal judgements about people out of it; facts and promises are enough.

What does Peak PRM add?

In Peak PRM you create a short brief before a conversation from your own notes on that person. Promises become tasks after you confirm them.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.