Startups & Fundraising template
Acquisition / strategic review room
Company overview, metrics, synergies and diligence, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Boardroom. WZRD AI shapes the tabs and blocks for an acquisition / strategic review room from your material.
KPIs
KPIs and What changedReports
Board pack and StrategyDecisions
Approvals and DecisionsMeeting materials
Agenda and Meeting materialsIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Founder, CFO, Investor Relations and Accelerator
- For investor, board member, potential acquirer and accelerator mentor
- In Startup, Venture Capital, Technology and SMB
When to use it
- Before outreach: a Founder sends it to the investor
- After investor interest: a CFO sends it to the board member
- During diligence: a Investor Relations sends it to the potential acquirer
- Before board meeting: a Accelerator sends it to the accelerator mentor
- After a major milestone: a Founder sends it to the investor
What WZRD needs
- Pitch deck + metrics
- Monthly update + KPIs
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create an acquisition / strategic review room for Startup before outreach, using my pitch deck + metrics.
Questions
What is an acquisition / strategic review room in WZRD?
Company overview, metrics, synergies and diligence, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually pitch deck + metrics and monthly update + KPIs. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Founder, CFO, Investor Relations and Accelerator, for investor, board member, potential acquirer and accelerator mentor.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create an acquisition / strategic review room for Startup before outreach, using my pitch deck + metrics." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.