Templates, scripts, and a timeline for building a genuine network.
Investment Banking
Subject: Quick question from a [University] student Hi [Name], I'm a [year] student at [University] interested in [group, e.g. TMT M&A]. I came across your profile and would really value 15 minutes to hear about your path into the group and any advice for someone applying this cycle. Would you have any availability in the next couple of weeks? Best, [Your name]
Consulting
Subject: Advice request — [University] student interested in consulting Hi [Name], I'm a [year] student exploring consulting and would love to hear about your experience at [Firm], especially what surprised you most moving from university into the role. Would you be open to a short call? Best, [Your name]
Private Equity / VC
Subject: Learning about [Firm]'s approach Hi [Name], I'm a student very interested in private markets investing, and [Firm]'s focus on [sector/strategy] caught my attention. I'd love to hear how you approach [specific topic] — would you have 15 minutes in the coming weeks? Best, [Your name]