Investor target list
A working list of who you are approaching, why they fit, and how the introduction gets made.
Spreadsheet
Templates
Finding investors
Building a target list and knowing which investors are actually a fit before you reach out.
Templates
Warm intro request template
The forwardable note that makes it easy for someone to introduce you, and easy for them to say no.
Copyable template
Investor research worksheet
What to find out about a fund before the first meeting, and what each answer tells you.
Copyable template
The reading for this topic
Finding investors in the learning library
The articles these templates are drawn from, and the thinking behind the choices each one asks you to make.
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.
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