Founder calls
Save what the founder said and what you want to ask next.
Investors
Remember founders, companies, and follow-ups before the next call.
After a founder call, tell your Dossier what stood out, what needs checking, and what you offered to do. Ask for those details when the company comes up again.
After a founder call Saved
Call with Omar at Fieldnote. Their pilot starts in August. Retention is the main question. I said I would introduce him to Priya at North Fund.
Your Dossier keeps
Company
Fieldnote pilot starts in August
Question
Check customer retention
Promise
Introduce Omar to Priya
Before the next call
Ask Omar about retention. Remember the Priya introduction.
How it helps
Useful when one call starts to sound like another.
Your Dossier keeps the exact question, promise, and founder detail attached to the right company.
Companies
Remember important dates, customers, and changes.
Introductions
Keep any introduction or document you offered to send.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Brief the strongest point and the biggest question.
- Save the next date that matters.
- Say what you offered to do.
Before you need it
- Ask for your open question.
- Review the latest company change.
- Check any introduction you still owe.
Questions
What this does and does not do.
Is this a deal-tracking tool?
No. Use your normal system for deals and formal notes. Your Dossier is for your own memory before and after calls.
Can I search by founder or company?
Yes. Brief the names, then ask about either one later.
Save the important parts of the call.
Tell your Dossier what mattered and ask for it before the next conversation.