Follow-Up That Doesn’t Feel Spammy: Timing, Tone, and Cadence for Investors
TL;DR — The Cadence Card (Copy/Paste)
The 2×2×2 System
- 2 bumps max per investor thread.
- 2 angles only: new proof or better fit (portfolio/thesis).
- 2 time options in every ask.
Default Timeline (edit to your pace)
- Day 0: First message.
- Day 3–5: Bump #1 (new proof or clearer fit).
- Day 7–10: Bump #2 (polite close + tiny CTA).
- Stop. Move on. Revisit after a real milestone.
Ready-to-Send Scripts
Bump #1 — New Proof (2–3 lines)
“Quick update, [Name]—[new metric/logo] since last note. Still happy to do a 15-min fit check. Free [Day/Time 1] or [Day/Time 2]?”
Bump #1 — Fit Angle (Portfolio/Thesis)
“Noticed your [thesis phrase / PortfolioCo] focus. We help [same buyer] with [product]. Current proof: [metric/logo]. 15-min to compare notes [slot 1] or [slot 2]?”
Bump #2 — Polite Close
“Looping this once and parking if not a fit. Can send a 5-slide teaser or hop on 15-min [slot 1] / [slot 2]. Either way—thank you for the time.”
After a Call — Next Step Summary
“Great chat, [Name]. Recap: [1 line problem] → [1 line solution] → [proof]. Next step: [your ask]. Open [slot 1] / [slot 2] to confirm?”
“Later” Response — Milestone Follow-Up
“Got it—thanks for the quick read. I’ll circle back after [milestone + date] with fresh numbers. Cheering from the sidelines till then.”
Do / Don’t
- Do: keep to 2–4 short lines, one clear reason to care, one tiny ask.
- Do: change angle on each bump.
- Don’t: send daily nudges. Don’t add new asks mid-thread.
- Don’t: dump a calendar link without offering two human time options.
Why follow-up works (and when it doesn’t)
People are busy, not rude.
A gentle bump helps them decide quickly.
It respects their time.
It shows you execute.
But follow-up only works when the fit is real. If your list is off, even perfect bumps will fail. Fix targeting first, then cadence.
Timing windows (simple rules)
- Send during work hours in the investor’s timezone.
- Space bumps by 2–5 days so you don’t stack pressure.
- Match your bump to something new (a metric, a customer, or a clearer fit).
- Avoid weekends for first touches; use them for drafting, not sending.
Tone and length (how to sound human)
- Short sentences. Plain words. No hype.
- Lead with one reason to care.
- Ask for a 15-minute fit check, not a long meeting.
- Offer two exact time options. Add a link only as a fallback.
The 2×2×2 system in action
- Two bumps: Enough to be persistent, not pushy.
- Two angles:
- New proof (fresh metric/logo, pilot, velocity).
- Better fit (portfolio adjacency or thesis mirror).
- Two time options: Reduces back-and-forth and speeds booking.
Templates by situation
They accepted but never replied
“Thanks for connecting, [Name]! [user] use us to [outcome]. Proof: [metric/logo]. Open to a 15-min fit check [slot 1] / [slot 2]?”
They viewed the message but didn’t answer
“Saw the view—appreciate the look. Since then: [new proof]. Still happy to compare notes for 15-min [slot 1] / [slot 2]?”
They asked for a deck first
“Sharing a 5-slide teaser here. If it resonates, we can do a 15-min fit check [slot 1] / [slot 2] to tailor the full deck.”
They said ‘not now’
“Understood—thank you. I’ll circle back after [milestone/date] with fresh numbers. If you’d like, I can send monthly snapshots instead.”
Post-meeting nudge
“Following up on our call: [one-line recap]. As discussed, next step is [ask]. Does [slot 1] / [slot 2] work to finalize?”
Cadence by investor type (light guidance)
- Angels: faster cycles. Try Day 3 then Day 7.
- MicroVCs: similar pace. Day 3–4, then Day 8–10.
- HNIs: relationship-led. Keep tone warmer, spacing 4–5 days.
- Family Offices: slower review. Space 5–7 days and keep updates tidy.
Quality gates before every bump
- Do I have one new thing to say?
- Is my ask still 15 minutes with two slots?
- Is my tone calm and brief?
- If they pass, do I know when I’ll return (after which milestone)?
What not to do (ever)
- Don’t send more than two bumps on the same thread.
- Don’t stack multiple asks (intro + NDA + deck + meeting).
- Don’t argue with a “no.” Thank them and move on.
- Don’t fake urgency. Let the numbers speak.
Simple tracker (columns to copy)
Investor | Last touch (date) | Angle used (proof / fit) | Bump # | Next scheduled day | Outcome | Notes
Update it once a day. Patterns show up fast when you label the angle used.
Your 7-Day Follow-Up Plan
Day 1: Label every open thread with next touch date and angle.
Day 2: Send Bump #1 to 5–8 A-list investors.
Day 3: Log replies. Book calls. Draft teasers if asked.
Day 4: Refresh proof lines (one metric/logo). Re-score list if accept% is low.
Day 5: Send Bump #2 to non-responders.
Day 6: Add 5 new A-list names; reset angles for next week.
Day 7: Review data. Keep what worked. Cut what didn’t. Celebrate one small win.
FAQ
How long should a follow-up be?
2–4 lines. One reason to care. One tiny ask.
What if I have no new proof?
Switch to the fit angle (portfolio/thesis). Or wait until you have a real update.
Should I keep bumping if they ghost after a call?
Send one clear next-step message. If silence holds, set a milestone re-touch date and move on.
Is it okay to send a calendar link?
Yes, but after offering two human time options. Links are a fallback, not the opener.
Final word
Polite persistence wins.
Two bumps. Two angles. Two time options.
Short, clear, human.
Then let your numbers—and your fit—do the rest.