JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Gallery
UltraView
Ultraview AI
Industry Data / infomation
Go-To-Market Strategy
Marketing and Communications
Team
Product Development and Engineering
Brand Strategy & Design
Sales and Business Development
Internal Communications
Customer Support and Services
Quality Assurance and Control
Research and Development (R&D)
Operations and Logistics
Finance and Accounting
Legal and Compliance
More
Share
Explore
Team
Executive Assistant
Investor update templates - Example
Advisor/Board deck Example
Investor research Process & Tools
Working hours: 10 am CT - 3 pm CT
Tools/Websites:
Where you’ll find funds
Golden
Signal NFX
Visible Hands
Crunchbase
Communication tools
Gmail/SuperHuman
Slack
Operations tools:
Google Drive
1password
DocuSign
Rocket Reach
Google Sheets
Social
Linkedin
Twitter
Administrative Responsibilities
Calendar management (scheduling meetings, appointments)
Email management (filtering, responding)
Asana must be reflective of the pipeline status of all conversations had with different investors.
Fund and angel research
I need a list of partners and a secondary contact (principal) emails from all funds/angels investing in:
Dual-use
Minority/impact
robotics & AI
Aviation
Document preparation and management (reports, presentations)
Investor Updates
Board Decks
Travel arrangements (booking flights, accommodations)
Expense reporting and budget tracking
Communication Duties
Internal communication (liaising with team members, departmental communication)
Slack
External communication (interacting with clients, stakeholders)
Handling confidential information
Project and Event Management
Planning and coordinating events (team building, conferences)
Project support and oversight
Deadlines and deliverables tracking
Team Support and Collaboration
Support for team projects and initiatives
Facilitating team communication
Assisting in team development activities
Social:
LinkedIn must be active, and have thoughtful information about the aviation, DoD, and Space sectors establishing me as an expert
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.