(Diligence / Company Strategy) Connect with Industry Experts

Help PortCos define their strategy by connecting them to experienced advisors.

Steps:

1. Build a list using 'Contacts'.
   
   

2. Search for experts using filters or keywords.
   
   

3. Add top advisors to a new list.
   
   

4. Share the list with PortCos for feedback.
   
   

5. Facilitate warm intros to selected advisors.

   1. Email Template: "Hey [Name], could you connect me with [Expert]? We’re working on [strategy topic] and think they could help. Appreciate it!"
      
      

6. Send forwardable email to make it easy for your contact to copy-paste and send along.

   1. Forwardable Email Template: "Hey [Contact], a founder at one of our portcos, [Company] would love to get your expertise on [topic]. Thought you might be open to a quick intro. Book a time with them here [calendly link].