This document contains various recommended cold call scripts for an investment banking firm. The scripts provide templates for introducing the firm and its services, qualifying prospects, addressing objections, and scheduling follow-up meetings. They include suggestions for highlighting value points, identifying pain points, asking questions about needs and priorities, and closing the call to action.
12. Hello, [Contact’s Name]. This is [Your Name] with [Your Company].
Have I caught you in the middle of anything?
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13. VALUE
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Reason for the call is that we help software startups to:
• Raise money for expansion and accelerate growth
• Pursue an initial public offering (IPO)
• Take some personal money out of the business
But I am not sure if you are needing to improve those areas is why I am reaching out.
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If I could ask you real quick:
• How important is it for you to find ways to drive more business growth?
• Are there growth initiatives that you are not able to fund?
• How much of a priority is it to raise money and find funding?
• How important is it for you to find a way to take some money out of the business?
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• Are you currently needing a to raise money or find funding?
• Are you currently working with a lender or banker?
• Have you ever worked with an investment banker?
• When was the last time you considered taking out a loan?
• How many business loans do you currently have?
• How much of the business do you own?
• How many partners do you have?
• How many investors do you have?
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A lot of startups we work with are concerned about:
• Difficult to raise money and find funding
• Not able to grow their business as fast as they would like
• Not able to fund growth initiatives
• Can be complex to issue an initial public offering (IPO)
• Can be stressful to have all their money tied up in the business
Are you concerned about any of those areas?
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Based on what you have shared, it might make sense to talk more because as I
mentioned, I am with [Company] and we are an investment banking firm:
• Raise capital and find funding
• Help with all of the steps and paperwork for going public (IPO)
Some ways we differ are:
• We only work with software startups
• We have a deep network of investors that have funded some of the most successful
software companies
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• We actually worked with a software startup and they were not able to fund growth
activities.
• We helped with that by helping them to secure funding with new investors.
• This not only helped them to triple their growth rate, but the founders were also able to
take some of money out of the business.
19. But I have called you out of the blue and I am not sure if this is the best time to discuss this.
Are you available for a brief 15 to 20-minute call where I can share some examples of how
we have helped other startups to:
• Raise money for expansion and improvement.
• Accelerate their current growth rate
• Pursue an initial public offering (IPO)
• Take some personal money out of the business
Are you available on Tuesday or Thursday morning? Or are you available to continue
talking about this now?
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20. Cold Call Script – Quick Close (Value)
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21. Hello, [Contact’s Name]. This is [Your Name] with [Your Company].
Have I caught you in the middle of anything?
VALUE
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CLOSE
22. Reason for the call is that we help software startups to:
• Raise money for expansion and accelerate growth
• Pursue an initial public offering (IPO)
• Take some personal money out of the business
VALUE
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PRODUCT
OPEN
CLOSE
23. We do that by providing investment banking advisory services:
• Raise capital and find funding
• Help with all of the steps and paperwork for going public (IPO)
Some ways we differ are:
• We only work with software startups
• We have a deep network of investors that have funded some of the most successful
software companies
VALUE
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PRODUCT
OPEN
CLOSE
24. What I would like to do is schedule a 15 to 20-minute call where I can share some
examples of how we have helped other startups to:
• Raise money for expansion and accelerate growth
• Pursue an initial public offering (IPO)
• Take some personal money out of the business
Are you available on Tuesday or Thursday morning? Or are you available to continue
talking about this now?
VALUE
POINTS
PRODUCT
OPEN
CLOSE