Getting Started
Welcome to InvestorGrid! Learn what it is, who it's for, and how to get started in minutes.
What is InvestorGrid?
InvestorGrid is an AI-powered investor prospecting SaaS platform designed for angel groups, VC firms, and investment teams. It helps you discover, verify, prioritize, and engage with prospective investors using advanced AI tools.
With InvestorGrid, you can:
- Import investor data from CSV files (AngelMatch, OpenVC, Apollo exports, custom formats)
- Automatically score and rank prospects based on fit with your organization
- Use AI-powered insights to understand why prospects match your criteria
- Generate personalized outreach messages with AI
- Track your pipeline and manage investor relationships
- Integrate with Apollo.io, Mailchimp, and Constant Contact
Who is it for?
InvestorGrid is built specifically for:
- Angel Groups: Find and engage with individual angel investors who match your investment focus
- VC Firms: Discover institutional investors, LPs, and strategic partners
- Investment Teams: Build and manage your investor pipeline efficiently
- Fundraising Teams: Identify and prioritize potential investors for your fund or company
Quickstart Guide
Get up and running with InvestorGrid in just a few steps:
Step 1: Import Your CSV
Upload a CSV file with investor data from any source. InvestorGrid will automatically normalize and enrich the data during import.
Step 2: Review Scores
Each prospect receives an AI-generated fit score (0-100) based on geography, sector alignment, investment stage preferences, and more.
Step 3: Filter & Search
Use filters (score, sector, geography, status) or semantic search to find the investors that matter most to you.
Step 4: Generate Outreach
Use AI to generate personalized email and LinkedIn outreach messages tailored to each investor.
That's it! You're ready to start building your investor pipeline. For more detailed information, explore the other sections of this documentation.