Investor relations, data room, term sheet positions, the gaps we still need to close, the 15-slide pitch deck outline, and the pre-pitch readiness scorecard. This is the action plan.
Sent ahead of the meeting: founder bio, traction one-pager, FAQ on the 15 hardest questions, links to product demo. Removes 30 minutes of basics and lets the meeting focus on conviction-building.
3–5 beta families pre-briefed to speak with investors. Diverse: one Tier 2 nuclear family, one joint family, one elderly couple. Direct phone introductions. Investor calls a real user. Conviction multiplier.
2 medical advisors and 2 clinic partners available for investor reference. They validate clinical model, partnership economics, and our team's credibility. Schedule via warm intro from founder.
Cap table, articles of association, founder agreements, IP assignments, beta-user metrics raw data, financial model with audit trail, tech architecture doc, security audit summary, compliance certifications, partnership LOIs. All in a structured Notion/Drive folder, view-only access.
Accept: standard preference, 1x non-participating liquidation, customary protective provisions. Negotiate: board composition, founder vesting acceleration, anti-dilution (weighted average only). Walk: 2x+ liquidation, participating preferred, full ratchet, founder reverse vesting from scratch.
Tier A (health-focused): W Health Ventures, HealthQuad, 3one4 Capital. Tier B (consumer): Blume, Stellaris, Fireside. Tier C (angels): Microsoft / ServiceNow alumni, BNI network, founder peers. Outreach sequence: warm intros first, cold last.
Monthly investor update: key metrics, wins, asks, lowlights. Quarterly board meeting once seed closes. Weekly founder pulse to closest advisors. Discipline here separates founders investors back twice from founders investors back once.
Diligence close (legal, financial, tech, reference). SHA + SSA execution. ROC filings. Bank account funded. Use-of-funds plan locked. First board meeting scheduled. Hiring pipeline activated. Public announcement coordinated.
The numbers in this handbook are directional. Investors need a month-by-month working model with assumptions, sensitivity analysis, and scenarios (base/bull/bear). Build it in Excel; the AppzTrack-style Operations Hub workbook is a strong starting structure.
Decks decide in the first 30 seconds. Build 12–15 slides in space-black + cyan/amber, premium founder-first feel — matching the portfolio and Healthplus design language.
Need at minimum: (1) a respected health-tech founder or hospital CXO, (2) an insurance industry veteran, (3) a senior VC-network advisor. Three names opens hundreds of doors.
Investor-ready incorporation, founder agreements, IP assignments, ESOP pool definition, vesting schedules. ADT-1 and GST filings up to date. A clean cap table prevents painful diligence surprises.
Document — with names, dates, and status — the 5 labs, 5 clinics, 2 insurance companies you're in conversation with. Investors weight signed LOIs heavily; even warm conversations matter when documented.
200 families is a start. Build 3–5 long-form case studies: "The Sharma family of Coimbatore reduced their diabetes risk score 18% in 90 days using Appzcart." Real outcomes, real names, real photos.
File for trademarks on Appzcart and product names. Consider patents on AI workflows, family health scoring algorithms, or unique data structures. Even pending IP signals defensibility to investors.
LinkedIn presence, founder essays, podcast appearances. Investors invest in people. Your gym-trainer-meets-12-year-engineer story is unique — tell it deliberately.
Specific VCs and angels matched to Appzcart: health-tech-focused (W Health, HealthQuad), Indian consumer (Blume, Stellaris), product angels from your network. 30–40 named targets, prioritized.
Bangladesh and Sri Lanka have similar health ID systems and Tier-2/3 demographics. A one-page thesis on international expansion in Year 3 shows investors the upside isn't capped by India alone.