Executive Summary, Investor next steps

First of all let me say that there is a lot of talking when your seeking money. A lot of the meetings are really about getting other meetings. Eventually if you have done a good job, and investors like the concept and the elements your presenting in a big picture sense. Then people will want to actually get down to work. 

This of course means proving everything you have been saying. Sometimes this is a VETT like in politics, fact checking, and seeing who everyone actually is. People's resume and background. Checking to see if your director has actually directed, the Producers who are saying they are attached are actually attached. So on and so forth until there are no questions left unanswered. 

One of the big steps in the VETT process is giving the investors information that they request. A summary of what the deal is. This is something you should have ready to go at meeting one. It should be ready at any point. If the deal changes or an element changes be honest with the investor and give them the new information in the same format. No more than two pages with breakdowns that are simple enough for someone to read but have as much relevant information as possible. It's a process, the first one I did went through a dozen revisions before it was ready. The most recent one still is evolving but we have a format that works for us. 

As always this is subject to every the situation and the details. 

Good luck, and your always 2 meeting away from the money. So stay calm.