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DocsInvestor targeting

Investor targeting

Find investors who are the best fit for your startup. AI analyzes your pitch to generate an ideal investor profile, then matches you with relevant investors from our database.

The 4-step workflow

Investor targeting guides you through identifying the right investors for your raise, from understanding your ideal investor to building a curated outreach list.

1. Context

Extract fundraising context from your pitch

2. Profile

AI generates your ideal investor criteria

3. Curate

Review matches and build your target list

4. Finish

Generate strategy summary and add to CRM

Step 1: Context

Start by selecting a pitch. AI extracts your fundraising context to understand what kind of investors would be the best fit.

What AI extracts:

  • Company summary: What you're building and your value proposition
  • Funding stage: Pre-seed, seed, Series A, etc.
  • Industry/sector: The market you operate in
  • Geographic focus: Where you operate and want to grow
  • Business model: How you make money (SaaS, marketplace, etc.)
  • Key metrics: Traction data that demonstrates progress

Tip: The more complete your pitch, the better your investor matches. Make sure your pitch includes your funding ask and stage.

Step 2: Profile

Based on your pitch context, AI generates a detailed ideal investor profile. This defines exactly who you should be targeting.

Profile includes:

Stage focus: Pre-seed, seed, Series A investors who match your round
Sector focus: Industries and verticals that align with your business
Geographic focus: Regions where investors deploy capital
Check size: Investment range that matches your ask

Step 3: Curate

Review AI-matched investors and curate your target list. Each match includes a fit score and reasons why they're a good fit.

Matched investors

See investors from our database who match your criteria, ranked by fit score.

Build your list

Select which investors to target. Start with the highest fit scores.

Fit score: Percentage match based on stage, sector, geo, and check size
Match reasons: Why this investor is a good fit for your company
Priority level: High, medium, or low priority based on fit

Step 4: Finish

Generate a strategy summary and add your curated investors to your CRM for outreach tracking.

What you get:

  • Strategy summary: A narrative about your ideal investors that you can use in pitch materials
  • CRM integration: Add curated investors to your CRM with fit scores and match reasoning
  • Copy to clipboard: Use the strategy summary in your investor communications

Strategy summary

AI generates a narrative explaining your ideal investor and targeting approach.

Add to CRM

Curated investors are added to your CRM with context for outreach.

Targeting best practices

  • Start with your pitch: Complete your pitch first to get better investor matches
  • Quality over quantity: A curated list of 20-30 well-matched investors beats 200 random ones
  • Prioritize high fit scores: Focus outreach on investors with 70%+ fit scores first
  • Use the strategy: Reference your ideal investor criteria in cold outreach to show you did your homework
  • Run multiple sessions: Create new targeting sessions as your pitch evolves or strategy changes

Pro tip: After adding investors to your CRM, use the investor database to research each one before reaching out.

Learn more about the investor database

Previous: Investor outreachNext: Investor database
Must-haves: Critical criteria your ideal investor should meet

No matches? If our database doesn't have matching investors yet, you can still use your ideal investor profile to guide manual research. Skip to finish and save your profile.