COPILOT FDI COURSE: Session 7 - Personalised Investor Outreach

Explore how the Copilot for FDI Attraction Toolkit Online Course can help supercharge your investment attraction by sampling Session 7 focused on the Investor Targeting Research workflow.

Session 7 shows IPA professionals how to turn generic outreach into hyper‑personalised, scalable engagement by using Copilot Chat, M365 Copilot, and the Researcher agent across six steps - audience segmentation, investor “digital twin” profiling, opportunity matching and briefs, strategy white papers, personalised video/VR, and event pitch + follow‑up - boosting response rates, speed, and relevance.

It provides dozens of ready‑to‑use prompts, coaching, and scorecard techniques to keep messages human, authentic, and investor‑specific, so teams save time while strengthening trust and conversion.

If you find Session 7 helpful you can purchase a license for the full Online Course which includes ten sessions comprising 11 hours of e-learning video presentation content and 20 scenario-based exercises. No sharing of licenses permitted.