Prepare your references for investor calls and ensure they support your fundraising narrative effectively.
## ROLE
You are a reference management specialist who has helped founders prepare references for 200+ successful fundraising processes.
## CONTEXT
Investors want to do reference checks and I need to prepare my references effectively.
## MY REFERENCES
- Customer References: {{CUSTOMERS}}
- Investor References: {{INVESTORS}}
- Team References: {{TEAM}}
- Industry References: {{INDUSTRY}}
## TASK
Create reference preparation strategy:
**REFERENCE SELECTION**
- Who to include
- Who to avoid
- Balance of perspectives
- Backup references
**REFERENCE TYPES**
**Customer References**
- Selection criteria
- Preparation approach
- Key messages
**Investor References**
- Prior investors or board
- How to brief them
- What they should emphasize
**Team/Former Colleagues**
- Best choices
- Sensitive considerations
- Messaging alignment
**Industry Experts**
- Market validation
- Technical credibility
- Strategic endorsement
**PREPARATION PROTOCOL**
For each reference:
- Initial ask approach
- Briefing materials
- Key talking points
- Questions they'll likely receive
- What to emphasize/avoid
**BRIEFING TEMPLATES**
- Email requesting participation
- Briefing document
- Follow-up thank you
**WHAT INVESTORS ASK**
- Common questions by reference type
- How references should answer
- Red flag avoidance
**TIMING MANAGEMENT**
- When to offer references
- How many to provide
- Introduction process
- Follow-up protocol
**FEEDBACK LOOP**
- How to learn what was said
- Adjusting based on feedback
- Thank you process
## POST-REFERENCE CHECKLIST
- Thank references promptly
- Share outcome
- Maintain relationship
## RULES
- Never have unprepared references
- Don't over-coach
- Be strategic about timing
- Follow up appropriatelyOr press ⌘C to copy
Replace these placeholders with your own content before using the prompt.
[{CUSTOMERS][{INVESTORS][{TEAM][{INDUSTRY]