Tutorials
Step-by-step guides for common workflows and features in InvestorGrid.
How AI Scoring Works
InvestorGrid uses AI to calculate fit scores based on multiple factors. Here's how it works:
- When you import prospects, each one is analyzed against your organization's preferences
- Factors like geography, sector, stage, and investor type are evaluated
- AI assigns weights based on your custom scoring configuration
- A final score (0-100) is calculated and displayed
- Scores are recalculated automatically when you update preferences
To customize scoring weights, go to Settings → Fit Scoring.
How Enrichment Works
Enrichment enhances prospect data with AI-powered insights:
- During CSV import, AI analyzes each prospect's data
- Missing fields are inferred from available information
- Data is standardized and validated
- Additional context is added (summaries, investment thesis, portfolio patterns)
- Enriched data is stored and used for scoring
You can trigger additional enrichment from prospect detail pages.
How Outreach is Generated
AI-powered outreach generation creates personalized messages:
- AI analyzes the prospect's profile, portfolio, and investment focus
- Your organization's information is considered
- A personalized message is generated highlighting relevant connections
- You can review, edit, and customize before sending
- Messages are tracked in prospect history
Available on Pro and Premium plans. Access from prospect detail pages.
How Reply Analysis Works
Reply Analyzer (Premium) automatically processes email responses:
- When you receive an email reply, it's processed by AI
- Sentiment is analyzed (positive, neutral, negative)
- Key information is extracted (meeting requests, questions, concerns)
- Interest level is detected
- Pipeline status is updated automatically if appropriate
- Analysis summary is added to prospect notes
This feature requires Premium plan.