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Investor Outreach Toolkit

This toolkit has five parts: a fit scorecard for one investor at a time, a target list you write yourself, and drafting help for warm introductions, cold emails, and follow-ups. Your drafts and rows stay in your browser and are never saved, so closing the tab discards your work. It syncs no contacts and sends nothing on your behalf; you will just need an email address to see your results.

What you get

  • A scored read on how well one investor fits
  • A target list and a copyable version of it
  • Drafts for introductions, first emails, and follow-ups

Keep confidential material out of this page

Your drafts and target list stay in your browser and are never saved: closing or refreshing this tab discards every draft and every row. It syncs no contacts and sends nothing on your behalf; you will just need an email address to see your results. Even so, do not paste confidential company, customer, legal, financial, or investor information into any field here. Write in your own summary instead.

Investor-fit scorecard

Score one investor across five dimensions and see what you have not checked yet.

Scorecard progress: 0 of 5 answered

  1. Stage and round fit (not answered)
  2. Sector, customer, or problem fit (not answered)
  3. Round-size or check-size fit (not answered)
  4. Thesis or portfolio relevance (not answered)
  5. A credible access path (not answered)
Dimension 1 of 5: Does this investor work at the stage and round type you are raising?

The stage they write at today, from their own recent activity rather than an old profile.

Dimension 2 of 5: Does this investor work in your sector, with your customer, or on your problem?

Overlap with what you actually do, rather than a broad category you both sit inside.

Dimension 3 of 5: Does the size of round you are raising match the size of check they write?

Whether your round can absorb their check, and whether their check moves your round.

Dimension 4 of 5: Is there a stated thesis or portfolio pattern your company connects to?

Something they have written or funded that your company relates to. Watch for direct conflicts too.

Dimension 5 of 5: Do you have a credible way to reach this investor?

A route you could actually use this week: a shared contact, a prior exchange, or a considered cold approach.

5 left to score.

Target list

Keep the investors you are working through in one place, in your own words.

No targets yet

Add a row and fill it in yourself. Nothing is prefilled, nothing is looked up, and nothing here leaves your browser.

Warm introduction request

Draft the ask you send to someone who could introduce you.

The person you are asking, not the investor.

Who you would like to be introduced to.

One sentence on what you do and who it is for.

Your own reasoning. The tool will not add a reason for you.

What you want the connector to actually do.

Left out of the draft entirely when empty.

Cold email

Draft a short first email when there is no introduction to be had.

Who you are writing to.

This becomes the subject line. Under 120 characters reads best.

Something you could show, with a number and a date where you have them.

The overlap you found. The tool will not invent one.

Small enough to answer in one line.

Left out of the draft entirely when empty.

Follow-up tools

Draft a follow-up for no reply, after a meeting, or new evidence.

Which situation is this?

Who you are following up with.

For example: a note about your seed round in early March.

Leave this empty if there is genuinely nothing new to add.

A single next step, easy to answer or to decline.

On timing

This tool does not tell you when to follow up or how often. There is no cadence it could recommend that would hold across every investor and every conversation, so that judgment stays with you.

Start over

Clears the scorecard, the whole target list, and every draft in one step. There is no undo, because nothing is stored to undo from.

From the publication

Read The Raise Memo

A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.

From the Memo

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