Investor Finding
Investor Finding is where you run a fundraise in Startupply. It finds investors who fit your startup, drafts the first email to each one, and tracks every conversation until the investor says yes or no.
Open it from Investor Finding in the app. It has three tabs: Overview, AI Investor Search and Outreach CRM.
Overview
The Overview tab puts your fundraising status on one screen: your readiness score, the funding ask from the AI Funding Calculator, and how many investors are at each outreach stage. If you haven't used those tools yet, the Overview links you to them. Running both before you contact investors gives you the answers to their first questions.
AI Investor Search
- Open the AI Investor Search tab and start a search.
- Wait about a minute while it looks for investors who fit your startup's category, description and country. You can leave the page. The search keeps running and the results are there when you come back.
- Browse the results, grouped into International VCs, Regional VCs, Local VCs and Angel Investors. Each result shows what the investor does, their focus areas and a suggested pitch angle. The Local VCs group only appears when there are local matches.
- Click Save on any investor you want to approach. Saved investors go to the Outreach CRM.
Matches come from your startup profile, so make sure your category, description and country are filled in before you search. Contact emails come from public sources and can be missing or out of date, so check them before you send. AI Investor Search is part of the Go and Pro plans.
To search again, reset the results first. Resetting deletes the current matches but leaves your saved investors alone.
Write an outreach email
Click the email button next to an investor to get a first email written for that investor and your startup. Read it and change anything that doesn't sound like you. Then click Gmail to open it as a new message, or Copy to paste it into any other email app. Startupply does not send the email for you.
Outreach CRM
The Outreach CRM lists every investor you saved and the stage each one is at. Switch between the board view, with one column per stage, and the list view. Use the filter box to find an investor by name.
| Stage | Use it when |
|---|---|
| Saved | On your list, not contacted yet. |
| Draft | You are writing the first email. |
| Emailed | First email sent. |
| Follow-up | Waiting on a reply, or due a follow-up. |
| Meeting | A call or meeting is booked or done. |
| Interested | The investor wants to go further. |
| Declined | The investor passed. |
Move an investor to the next stage as soon as something happens. The CRM only knows what you tell it, since your emails go out from your own inbox. To drop an investor from your list, open them and click Remove investor.