Product Update: Organize Your Fundraise with Investor Lists

A successful fundraise is an organized fundraise. Managing hundreds of potential investors in a spreadsheet is a recipe for disaster. That's why we're so excited to launch one of our most-requested features: Investor Lists.

From Chaos to Control

Investor Lists allow you to move beyond a single, monolithic database and start organizing your prospects into logical, actionable groups. From any investor's profile or from the main investor table, you can now add them to a new or existing list with a single click.

How you use lists is up to you, but here are a few best-practice examples from our beta testers:

• By Priority: "Tier 1 - Dream Investors," "Tier 2 - Good Fit," "Tier 3 - Long Shots"
• By Investor Type: "HealthTech Angels," "East Coast Seed Funds," "Corporate VCs"
• By Outreach Status: "Needs Personalization," "Ready for Outreach," "Follow-up Needed"
• By Conference: "Investors Met at SaaStr," "Upcoming Connections at Disrupt"

Supercharge Your Outreach

The real power of Investor Lists is unlocked when you combine them with our Outreach tool. You can now select an entire list as the recipient for an email campaign. Craft a personalized email template using our dynamic variables (like {first_name}, {firm}, and {company_name}), and send a highly targeted campaign to dozens of investors in just a few clicks.

This is the perfect balance between personalization and scale. You can create a list of "FinTech Seed Investors," write one great email template tailored to that persona, and our system will automatically personalize and send it to everyone on the list.

How to Get Started

To create your first list, simply navigate to the Investors page, select one or more investors from the table, and use the "Add to List" action that appears. You can manage all your lists from the new "Investor Lists" page, accessible from the main dashboard navigation.

Stop managing your fundraising in spreadsheets. Start building your target lists today and run a more professional, organized, and effective process. This feature is now live for all users.