Our Process From Brief to Investor Pipeline
A straightforward, four-step process that turns your fundraising requirements into a manually researched, human-verified investor database you can start using right away.
Four Steps to the Right Investors
No generic lists. Every investor database is researched and customised around your specific requirements.
Define Your Investor Criteria
We understand your industry, funding stage, target geography, investment size and ideal investor profile.
Research & Identify Investors
We manually research VC firms, Angel Investors, Family Offices, PE firms and other investors matching your criteria.
Qualify & Verify
We evaluate investment focus, portfolio, stage, geography and decision-makers, and verify business contact information.
Deliver Your Investor Pipeline
You receive a clean, organised, outreach-ready investor database with qualified investor and decision-maker information.
What Happens at Each Stage
Full transparency on what our analysts do and what you receive along the way.
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Step 01
Define Your Investor Criteria
Every project starts with a short discovery call or brief. We map out exactly who you need to reach so the research is focused from day one, not filtered after the fact.
You get: A clear, agreed research brief and ideal investor profile.- Discovery call or written brief
- Industry, sub-sector & business model
- Funding stage and raise size
- Target countries and regions
- Investor types to include or exclude
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Step 02
Research & Identify Investors
Our analysts search investment records, fund websites, portfolios, press coverage and industry networks to find investors with a real track record in your space. No scraped databases, no recycled lists.
You get: A researched long-list of investors aligned with your raise.- Portfolio and deal history review
- Fund thesis and focus analysis
- Recent investment activity check
- Competitor-conflict screening
- Long-list of relevant investors
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Step 03
Qualify & Verify
Each investor is checked against your brief and poor fits are removed. We then identify the partner or decision-maker most relevant to your round and individually validate their business contact details.
You get: A qualified short-list with verified decision-maker contacts.- Stage, sector and ticket-size match
- Geographic fit confirmation
- Decision-maker identification
- Role and title verification
- Business email validation
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Step 04
Deliver Your Investor Pipeline
Your database arrives as a structured spreadsheet, organised by investor type, priority and fit, ready to import into your CRM. We walk you through it and answer any questions.
You get: An outreach-ready investor pipeline you can start using the same day.- Structured, CRM-ready spreadsheet
- Investor profiles and focus areas
- Portfolio highlights and fit notes
- Verified decision-maker contacts
- Short research summary
What We Need From You
A few details are all it takes to start. Share them on a quick call or through our contact form.
Built-In Checks at Every Step
Why founders trust our research for their raise.
100% Manual Research
Every record is found and reviewed by a trained analyst, not an algorithm or scraper.
Relevance Checks
Each investor is matched against your industry, stage, geography and ticket size.
Activity Confirmation
We confirm recent investments so your list isn’t filled with inactive investors.
Contact Validation
Names, roles and business emails are individually validated before delivery.
Conflict Screening
Portfolios are reviewed to flag investors already backing direct competitors.
Confidential Handling
Your details stay private, and we’re happy to sign an NDA before you share anything.
Process FAQs
Common questions about how we work.
Most projects are delivered within a few business days of confirming your requirements. Larger or multi-region projects may take longer, and we agree a timeline with you up front.
Just the basics: your industry, funding stage, raise size, target geographies and the investor types you want. A pitch deck helps but is optional.
Yes. If anything about your raise changes, let us know and we will adapt the research brief before the final list is delivered.
You receive a clean spreadsheet (Excel or Google Sheets) organised by investor type and priority, ready to import into your CRM or outreach tool.
Always. Your business details and investor lists are handled under strict confidentiality and we can sign an NDA before any details are shared.
Ready to Start Step One?
Tell us about your raise and we’ll put together a research brief, confidentially and free of charge.