Module 5
Investor Triage
Identify target investors using our shortcuts and linked databases, and prioritize leads by applying your own knockout and fit criteria using our Investor Alignment Tool.
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In this Module
Are you wasting precious fundraising time going after dead-end investor leads? Struggling to find aligned investors? We give you a process to identify a broad list of investors, and filter them down to a set of top targets worth your time to pursue.
- Step 1: Identify promising investor types
- Step 2. Understand and document your investor filter criteria
- Step 3. Conduct targeted investor research
- Step 4. Assess your top target results
Make the process work for you. Already know the types of investors you’re targeting? You can skip Step 1 and move on to Step 2. Each step is built to be valuable on its own or as part of the full process.
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4 Steps to Top Investor Targets