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Are you fundraising? Do you already have some investors? If so, are you fully leveraging the "collective rolodex"? 

If not, you should be. 

Here's a simple 3-step fundraising hack that can help you broaden your network and secure more warm leads.  

STEP ONE: SET UP CUSTOM COLUMNS

First, get your Investor Board ready for your existing investors to play with. On the far right hand side of the Board, click the three dots and then click "Add New Column." 

Screen_Shot_2016-09-27_at_6.08.33_PM.jpg

Give each of your existing investors their own column to add leads to. Simple as this:

Screen_Shot_2016-09-27_at_6.01.23_PM.jpg


STEP TWO: ADD THEM AS TEAM MEMBERS

Next, you'll need to add your existing investors to your account (you can remove them at any time).

Go to Settings --> Team --> Add New Team Member. 

Via email, they will get an invite to become a "Member" of your account. Members can add investors to the Board and edit investor cards. 

Screen_Shot_2016-09-27_at_6.01.37_PM.jpg

Next:

Screen_Shot_2016-09-27_at_6.01.59_PM.jpg

 

STEP THREE: TELL 'EM WHAT TO DO

Finally, investors need a little hand-holding, bless their tiny hearts. Send them a brief note like this:

"I'm using Foundersuite to manage my fundraise. I've invited you to be a "Member" of my account. Can you go in and add some investor leads to our Board? Just click "Add Investor" then start typing their name. Next, move that card over to the column with your name on it so I know to ask you for the intro. Thanks much."

That's it. You can and should be able to get a handful of new, warm leads to your Invesor Board in this manner.

Good luck! 

  

Topics: Foundersuite How-To, Raising Capital, investor intros

     
Nathan Beckord

Written by Nathan Beckord

Nathan Beckord is Founder and CEO of Foundersuite.com, a venture-backed startup that makes the leading CRM for raising capital. Previously, Nathan ran VentureArchetypes and served as advisor or interim CFO at dozens of startups, including Kickstarter, Clicker, Autonet, Zerply, and many more. Nathan has an MBA and CFA and is a fanatical sailor.