Investor Relations

Build qualified investor relationships from one current, permissioned fact base. A meeting, introduction, diligence request, verbal interest, or soft circle is not a financing commitment.

Workflow

1. Establish issuer status, issuer jurisdiction, offering pathway if fundraising is active, relationship objective, investor audience and recipient jurisdiction, current round or update context, governing information rights, confidentiality basis, and decision deadline. Use unknown rather than inferring legal, jurisdictional, or reporting status.
2. Classify inputs as observed, inferred, proposed, stale, or conflicting. Keep actual results, modelled economics, and targets separate. For each consequential metric or claim record definition | source | period | as_of | evidence_status | confidence | permitted_audience | permitted_surface.
3. Read targeting-meetings.md for targeting, qualification, outreach, meeting preparation, follow-up, and relationship stages.
4. Read updates-cadence.md for an investor update, reporting cadence, metric freshness, runway communication, or a material correction.
5. Read artifact-disclosure-log.md before sharing collateral, opening access, changing an already-distributed artifact, or reconciling disclosure history.
6. Return the diagnosis, evidence limits, recommended relationship action, finished internal brief or communication draft, required approvals, and any established or explicitly proposed owner, next-contact date, metric, and review date.

Disclosure and Outreach Gates