Comms
Integrate intro requests within
your raise process
Intro requests sent in-app are automatically tied to the investor
Intro requests are an integral part of any raise process. Use in-app functionality to make intro requests via your email.
Intro requests made via the platform are automatically tied to the relevant investor, enabling easy tracking and follow up.
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Add dynamic fields within intro requests
To make intro requests compelling, users can add dynamic fields that draw on industry data around a given investor.
Founders use dynamic fields to establish why the given investor is a great fit for their Company.
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Manage high-powered templates in-app
Create templates with dynamic fields in-app to bring efficiency, speed and effectiveness to intro requests.
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Set custom follow ups for each request
Set custom follow ups based on conditional logic. The follow ups are activated based on a set of events, set by users.
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Investor Pipeline
