Fundraising process & investor pipeline · Working

Partner meeting

Also called: full partnership meeting

ELI5

A formal meeting with the investment firm's decision-makers.

Used in conversation

“The partner meeting will test the company's most important assumptions.”

Definition

A meeting with multiple investment-firm partners, often a late-stage step before an investment decision.

Here “Partner meeting” means: A meeting with multiple investment-firm partners, often a late-stage step before an investment decision.

Pitch context

You will see “Partner meeting” in fundraising decks, data rooms, term sheets and investor conversations when the discussion reaches fundraising process & investor pipeline.

Why it matters: In fundraising process & investor pipeline, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Sources & evidence · 6

Direct term-level sources and supporting source families.