The next step is to introduce us to the Founder for closing actions.
✉️ Here's an email template below you can use for the intro:
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Subject: Intro X_FOUNDER_X (X_STARTUP_DEAL_X) <> Thomas (Ventari) for closing steps
Body: X_FOUNDER_X, meet Thomas and Alex (cc'd), who will be your main contacts from this point forward around the closing & signing of the deal.
The deal is now closed - Thomas will confirm the final exact number with you.
Next steps from here are:
finalise the subscription agreement for signing between us (reminder the Limitation of Liability clause will need to be included in the version we sign), please send this to Thomas once you have the final version
X_NEW_X provide access to any due diligence room/documents if this was provided for investors in the round, for Ventari's compliance records only
we'll verify all of the investors and collect funds
confirm bank accounts for X_DEAL_X & make the transfer
Thomas I'll let you take it from here. Please keep me cc'd.
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⚠️ Please remember to cc thomas@ventari.com & alex@ventari.com