This 'cultural' matching process is the most important element of having anyone join your business - investors, board members, staff, even clients if your business involves ongoing interaction with them.
I like to think of the 'have a beer with' as having the 'family photo fit' - if you can't picture this person fitting into a photo of your business family, then you don't want to work with them. Especially if they are bringing money you need, because personal differences will painfully divide the business.
I like to think of the 'have a beer with' as having the 'family photo fit' - if you can't picture this person fitting into a photo of your business family, then you don't want to work with them. Especially if they are bringing money you need, because personal differences will painfully divide the business.