investor-outreach

Investor Outreach

Write short, personalized, and easy-to-follow-up investor communications.

When to Activate

• When sending a cold email to an investor
• When writing a brief note requesting a warm intro
• When sending a follow-up email after a meeting or when no reply has been received
• When writing investor updates during a fundraise
• When tailoring outreach to a fund's thesis or partner fit

Core Rules

1. Personalization: Every message sent must be personalized.
2. Low friction: Make it as simple and direct as possible for the reader to respond or act.
3. Let data speak: Use facts (proof) to prove your points more, and pile on adjectives less.
4. Keep it concise: Be brief and to the point.
5. No templates: Never send a generic copy that could be sent to any investor.

Cold Email Structure

1. Subject Line: Short and specific
2. Opener: Why you are reaching out to this specific investor
3. Pitch: What the company does, why now, and what core data/proof points there are
4. Ask: One specific next step
5. Sign-off: Name, title, and if necessary, one credibility endorsement point

Personalization Sources

Refer to one or more of the following:

• Relevant portfolio companies
• Public investment thesis, talks, posts, or articles
• Shared connections
• Clear market or product fit with the investor's areas of focus

If this context is missing, ask the user for it, or state that the draft is a template awaiting personalization.

Follow-Up Cadence

Default recommendation:

• Day 0: First outreach
• Day 4-5: Brief follow-up providing one new data point
• Day 10-12: Final follow-up, closing cleanly

Do not continue nudging after this unless the user requests a longer sequence.

Warm Intro Requests

Make it easy for the introducer:

• Explain why this intro is a fit
• Provide a forwardable blurb
• Ensure the forwardable blurb is within 100 words

Post-Meeting Updates

Include the following:

• The specific matters discussed
• Promised answers or updates
• If available, provide one new data proof point
• Next steps

Quality Gate

Self-check before delivery:

• Is the message personalized?
• Is the ask clear?
• Is there no fluff or begging language?
• Are the data proof points specific?
• Is the word count concise?