NEXTCOFFEE.AI
INVESTMENT BANKING NETWORKING EMAIL KIT

Use this kit as a planning structure. Replace every bracketed field, verify the
recipient context, and read the final email aloud before sending.

THE FOUR-PART CHECK

1. IDENTITY
   Who are you in one line? School, class year, and only the background needed
   for this conversation.

2. RELEVANCE
   Why this person? Use a real school, group, event, location, career path, or
   public professional connection.

3. PROOF
   Which one experience makes the question credible? Choose one internship,
   project, club, research, investing, or transaction signal.

4. ASK
   Request a brief 15-minute conversation on one topic. Offer flexibility and
   do not ask for a referral in the first note.


SUBJECT LINE OPTIONS

- [School] student interested in [Group] at [Firm]
- [Shared connection] suggested I reach out
- Following up from [Event name]
- Student exploring [Industry] investment banking
- Learning about your path from [School] to [Firm]
- Question about the [City] [Group] team
- [Class year] student preparing for investment banking recruiting
- Interested in your move from [Prior role] to [Firm]


TEMPLATE 1: ANALYST IN YOUR TARGET GROUP

Subject: [School] student interested in TMT at [Firm]

Hi [Name],

I am a [class year] student at [School] preparing for investment banking
recruiting. I found your profile while researching the TMT team at [Firm], and
your path from [specific school, internship, or prior role] stood out to me.

I have been building relevant experience through [one concise finance,
investing, or transaction signal], and I would value your perspective on the
analyst learning curve and how you prepared for the role.

Would you be open to a brief 15-minute call next week? I am happy to work around
your schedule.

Best,
[Your Name]


TEMPLATE 2: ALUMNI

Subject: [School] student hoping to learn about your path to [Firm]

Hi [Name],

I am a [class year] student at [School], and I came across your profile while
looking for alumni who built careers in investment banking. I was especially
interested in your move from [specific campus activity, first role, or
internship] into [Group] at [Firm].

I am currently preparing through [one relevant experience] and trying to
understand how students can evaluate groups beyond the firm name.

If you have 15 minutes in the next week or two, I would be grateful to hear how
you approached recruiting and the early learning curve.

Best,
[Your Name]


TEMPLATE 3: AFTER AN EVENT

Subject: Following up from [Event name]

Hi [Name],

Thank you for speaking with me at [Event] yesterday. Your point about [specific
comment] changed how I am thinking about [group, preparation, or the analyst
role].

I am a [class year] student at [School] with experience in [one relevant
signal], and I would like to learn more about how that idea shows up on your
team at [Firm].

Would you be open to a brief 15-minute follow-up conversation next week? I
appreciate your time either way.

Best,
[Your Name]


TEMPLATE 4: NO SHARED CONNECTION

Subject: Student exploring [Group] investment banking

Hi [Name],

I am a [class year] student at [School] exploring [Group] investment banking. I
found your profile while researching people who moved from [specific prior
experience] into [Firm], and I was interested in how you made that transition.

My current experience in [one relevant project or internship] has made me
curious about [one focused role or sector question].

If you have 15 minutes in the next two weeks, I would appreciate hearing how you
evaluated the role and what you would recommend learning early.

Best,
[Your Name]


TEMPLATE 5: ASSOCIATE OR VP

Subject: Question about the [City] [Group] team

Hi [Name],

I am a [class year] student at [School] preparing for investment banking
recruiting. While learning about [Group] at [Firm], I was interested in your
progression from [relevant earlier role] to your current position.

I have been developing my interest through [one concise experience], and I am
trying to understand what strong junior bankers do to earn trust on a team like
yours.

Would you have 15 minutes for a brief call in the next two weeks? I would be
grateful for your perspective and will gladly work around your schedule.

Best,
[Your Name]


TEMPLATE 6: FIVE-BUSINESS-DAY FOLLOW-UP

Subject: Re: [Original subject line]

Hi [Name],

I wanted to follow up on my note below in case it was buried. I remain interested
in learning about your path into [Group] at [Firm], especially your perspective
on [focused topic from the original email].

If you have 15 minutes in the next week or two, I would be grateful for a brief
conversation. I know your schedule is busy and appreciate your consideration.

Best,
[Your Name]


FINAL REVIEW

[ ] The email names a real reason for contacting this person.
[ ] The background line contains one relevant proof point, not a full resume.
[ ] The question matches the recipient's seniority and experience.
[ ] The ask is brief, specific, and easy to decline.
[ ] Every bracket is replaced and every fact is publicly verifiable.
[ ] The email sounds natural when read aloud.
[ ] The send date and five-business-day follow-up date are recorded.

NextCoffee.ai helps students turn this planning structure into resume-aware,
recipient-specific outreach and a follow-up pipeline. The user reviews every
message before sending.

https://www.nextcoffee.ai