Templates you can make your own.
Starting points, not scripts. Each one comes with when to use it and what to change, because a note that reads like a template is a note that gets ignored.
First notes to owners
Four opening notes for different situations, from a broad thesis to an add-on for a portfolio company.
Read →Follow-ups that don't feel pushy
A short, spaced set of follow-ups across email and LinkedIn, ending with a clean close.
Read →Reply playbook
What to write back when someone is interested, says maybe later, is the wrong person, says no, or asks who you are.
Read →Handover note
How to introduce the principal once someone agrees to meet, and what to tell the principal beforehand.
Read →See what a team would do for your list.
A one-page plan for your target: team size, how many people you'd reach, and how long your list would last.