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CapSeriesX Intern
WEEK 5 – CapSeriesx Internship Program
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CapSeriesX Intern
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Course Content
DAY 21
INVESTOR ONBOARDING CREATING AN EXCEPTIONAL FIRST EXPERIENCE
Section 1: The Onboarding Journey
Section 2: Welcome Materials
Section 3: Welcome Call Script
EXERCISE
DAY 22
INVESTOR REPORTING KEEPING INVESTORS INFORMED
Section 1: Reporting Framework
Section 2: Report Types
Section 3: Report Writing Best Practices
EXERCISE
DAY 23
INVESTOR COMMUNICATION PROACTIVE UPDATES & ENGAGEMENT
Section 1: Communication Philosophy
Section 2: Communication Channels
Section 3: Update Templates
Section 4: Special Communications
EXERCISE
DAY 24
RETENTION & REFERRALS GROWING YOUR INVESTOR BASE
Section 1: The Value of Retention
Section 2: Retention Strategies
Section 3: Referral Program
EXERCISE
DAY 25
HANDLING INVESTOR ISSUES TURNING PROBLEMS INTO OPPORTUNITIES
Section 1: Issue Resolution Framework
Section 2: Common Issues & Responses
Section 3: Escalation Protocol
EXERCISE
