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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.

  • 5.1 Approx 1.5-4 hours (depends on your needs) to complete This content is Locked Sign in is required

    4 Steps to Top Investor Targets