eBook by Brad Furber

Investor Prospecting

A Short Overview for Startup Founders
Who Want to Leverage Best Practices

How to identify, target and 
close financing for your startup

Investor Prospecting

This short guide is designed to help startup founders map out a strategy and a process to identify, target, and close funding from their ideal sources of capital faster and smarter.

Most founders don’t know what they don’t know. Especially those who are launching their first startup. In our experience, founders who know what they don’t know are in a much better position, as they are open-minded and motivated to learn.

The Investor Readiness Test and research (conducted by Aery Advisors from August 2018 through December 2021) with more than 8,332+ startup founders reveals a massive knowledge gap when it comes to raising capital from third-party sources.


7-days money back guarantee

Prepare your Fundraising Toolkit

Improve your communication with potential investors

Boost your ability to close
deal faster and smarter

What's included in Investor Prospecting Guide

Fundraising RoadMap

Even if you have successfully raised capital from third parties previously, the capital market dynamics and deal terms are always changing, so it is important to make sure you are up to speed with current knowledge. Aery Advisors 9 steps Fundraising Roadmap will help you understand where to start and how to navigate through the whole process until you close the deal.

Investment Stages

Most beginners tend to treat all investors as the same. However, understanding your current investment stage and focusing your efforts on targeting the right type of investors can save you a tremendous amount of time.

Pre-seed, seed, Series A, B, C, Growth, and Pre-Exit stages in more detail.

The Essential Toolkit

Fishing where the fish are, and getting the fish(investor) that you want into your boat (your startup) requires you to use the right tools.

By understanding exactly what prospective investors expect you to have prepared for the first meeting, follow up, and closure of the deal will give you a huge advantage by helping you stand out from the crowd.

Mindset, Resources & Action

The most important thing on your fundraising journey is your mindset. Fundraising is very time-consuming. It's not a walk in the park as It requires a lot of focus. If you are not prepared (mentally, or financially) for the road ahead, the probability of failure is high. But if you prepare yourself, you will be ready to connect with investors, build relationships, pitch, nurture, negotiate terms and close the deal.


What other startup founder say about working with Aery Advisors and Brad Furber

iPromote, headquartered in San Luis Obisbo, California, provides digital advertising technology and solutions designed to help underserved SMBs access the high growth programmatic digital advertising market in an efficient and cost-effective way. 

Brad helped us raise more than $1M in equity

If I could do it over again, I would compress the time that we spent in the early years and bring in expertise as early as possible to make sure that you're enlisting people that have that explicit knowledge, that “been there, done that" experience, to help guide you move forward.

I was fortunate that I've known Brad for a long time. I've known him since he was 20 years old and I've participated with him, watching him work all around the world. He has extensive experience helping entrepreneurs, startups and emerging growth companies raise capital globally.

In July 2021, Cohere Capital, a Boston-based private equity firm made a strategic growth investment (8 figures) in iPromote.

- Gregg Albright, CEO of iPromote

Ready to level-up
Your Investor Prospecting process?

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If for some reason you are unhappy with your purchase, just contact our support team and we will refund your payment. Our annual refund rate is less than 0,02%.