We use cookies
Our site relies on them (cookie policy)
Knowledge base

Managing Investor Expectations

Learn what investors typically expect during a fundraising process and how to prepare for due diligence. This guide outlines the key documents and information you should have ready to build investor confidence and support productive fundraising conversations.

Rebecca Gibson
Updated 14th July 2026

It is important to understand that every investors approach to a funding round will differ.

Some investors will want a virtual meeting or two, some may even want to meet you in person.

Some will want you to present and then ask a million questions, some will have a simpler approach.

The key point to remember is all of them will want to see your plan for the business; so you should ensure you have the basics:

  • A pitch deck
  • Forecast
  • Advance Assurance
  • Valuation justification
  • Term sheet

Investors may ask to see other things during the process, but this will be on a case by case basis.

Was this helpful?
👎

Back to the knowledge base

Partnered with people that push you further

Angel Investors Bristol logoThe Startup Foundry logoFundMyPitch logoFocused for Business logoAntler logoFuel Ventures logoSFC Capital logoRepublic Europe logoInnovate UK logoColorintech logoSETsquared Partnership logoAngel Groups logoFemale Founders Rise logoJumpstart logoSyndicateRoom logoCrowdcube logoAscension logoSwoop Funding logoDigital Catapult logoshipshape.vc logoEnvestors logo