How to Manage Your Investor Network with NOAN: A Step-by-Step Guide

Managing investor relationships can be complex—but with NOAN’s network capabilities, it becomes seamless, organized, and insight-driven. Here’s how to turn your investor network into a strategic advantage:

Step 1: Connect Your Meeting Note Taker

• Integrate Granola (or your preferred tool) via Zapier:
  Find setup guides in NOAN University or just ask the Assistant for help.
• Result: Every investor meeting note is automatically added to the right contact in your NOAN Network.

Step 2: Capture and Tag Investor Interactions

• Instant Insights:
  All investor feedback and meeting notes are now searchable and available for instant recall.
• Tag on the Fly:
  After each meeting, simply tell the Assistant:
  “Create a tag called ‘Hot Investor Lead’ and tag [Investor Name] with it.”
• Dynamic Relationship Tracking:
  As relationships evolve, update tags by voice—e.g., move an investor from “Hot Lead” to “Investor” with a single command.

Step 3: Filter, Track, and Take Action

• Filter Your Network:
  In NOAN Network, click the filter tab and select “Hot Investor Lead” to see all your top prospects at a glance.
• Stay Up to Date:
  See when you last communicated with each investor, and access the latest meeting notes and emails in their contact profile.

Step 4: Leverage Gmail Integration

• All Emails in One Place:
  If you’ve connected Gmail, the Assistant can read and summarize all emails from your investors.
• Never Miss a Beat:
  Ask, “When did I last speak to [Investor Name]?” or “What was the last thing they emailed me?”—the Assistant will find it instantly.
• Effortless Follow-Ups:
  Need to send an update? Ask the Assistant to draft and send an email directly from NOAN, using the latest business facts for accuracy.

Why This Approach Works

• Always Current:
  The Assistant uses your live business facts, so every investor update is accurate and up to date.
• Frictionless Tagging:
  No manual data entry—just talk to your Assistant to organize and update your network.
• Total Recall:
  Every meeting, email, and tag is at your fingertips, making investor management proactive, not reactive.

Pro Tip

Keep your business facts updated in NOAN. The more you refine your facts, the smarter your investor communications become—ensuring every touchpoint is relevant and impactful.

In summary:
With NOAN, managing your investor network is as simple as having a conversation. From tagging hot leads to sending follow-ups, the Assistant keeps you organized, responsive, and always one step ahead.

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