English

Module 1: The Funding Landscape

Module 2: The Pre-Seed and Seed Stage

Module 3: The Series A Stage

Module 4: Later Stage Funding (Series B and Beyond)

Content

Assignment

Before you send a single email, you must build a targeted list of investors. A shotgun approach, where you blast your pitch deck to hundreds of people, is a recipe for failure. A targeted approach, where you identify a few dozen investors who are a perfect fit, is the key to success.

Step 1: Define Your Investor Profile

Not every investor is right for your company. To narrow your search, you must first define what you are looking for.

a row of dominos sitting on top of each other
  • Stage: Does the investor typically invest in pre-seed, seed, or later stages?


  • Industry: Do they specialize in your industry (e.g., FinTech, SaaS, BioTech)?


  • Geography: Do they invest in companies in your region or country?

An investor who is a great fit for a Series B SaaS company will be a terrible fit for a pre-seed BioTech startup.

Step 2: Find the Right Investors

Once you have your profile, you can start your search. Use these methods to find potential investors:

a row of dominos sitting on top of each other

Database Tools:
Use platforms like Crunchbase or AngelList to filter investors by stage, industry, and location.

a row of dominos sitting on top of each other

Portfolio Research:
Look at the websites of your competitors or companies you admire. See who invested in them. This is often the best indicator of who is active in your space.

a row of dominos sitting on top of each other

LinkedIn:
Use LinkedIn to find specific partners at VC firms and check their recent activity to see what they are interested in.

Step 3: Organize Your List

A good target list isn't just a list; it's a living document that you use to manage your outreach. Create a simple spreadsheet with columns for:



  • Investor Name

  • Firm

  • Investment Stage/Focus

  • Contact Information

  • Notes: Why they are a good fit.

  • Status: (e.g., Researching, Emailed, Meeting Scheduled)