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What metrics can you use to determine the quality of an investor? 

Writer: Matt Harrison
Matt Harrison
May 25, 2025
1 min read

Updated: Jun 26, 2025

What metrics can you use to determine the quality of an investor? 


I start with:

  1. Shares held

  2. Purchasing power

  3. Holding period 


These quantitative data points, combined with your qualitative understanding of the investor, can help guide your engagement strategy. 


As those metrics grow – you should aim to have management engage with those investors at least once a year.

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