Investor Outreach

Write investor communication that is short, personalized, and easy to act on.

When to Activate

• writing a cold email to an investor
• drafting a warm intro request
• sending follow-ups after a meeting or no response
• writing investor updates during a process
• tailoring outreach based on fund thesis or partner fit

Core Rules

1. Personalize every outbound message.
2. Keep the ask low-friction.
3. Use proof, not adjectives.
4. Stay concise.
5. Never send generic copy that could go to any investor.

Cold Email Structure

1. subject line: short and specific
2. opener: why this investor specifically
3. pitch: what the company does, why now, what proof matters
4. ask: one concrete next step
5. sign-off: name, role, one credibility anchor if needed

Personalization Sources

Reference one or more of:

• relevant portfolio companies
• a public thesis, talk, post, or article
• a mutual connection
• a clear market or product fit with the investor's focus

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

Follow-Up Cadence

Default:

• day 0: initial outbound
• day 4-5: short follow-up with one new data point
• day 10-12: final follow-up with a clean close

Do not keep nudging after that unless the user wants a longer sequence.

Warm Intro Requests

Make life easy for the connector:

• explain why the intro is a fit
• include a forwardable blurb
• keep the forwardable blurb under 100 words

Post-Meeting Updates

Include:

• the specific thing discussed
• the answer or update promised
• one new proof point if available
• the next step

Quality Gate

Before delivering:

• message is personalized
• the ask is explicit
• there is no fluff or begging language
• the proof point is concrete
• word count stays tight