Investor Matchmaker

Investor Matchmaker: practical plan

Investor research workflow

Define fit

Record target stage, geography, sector, check range, lead/follow preference, portfolio conflicts, investment pace and relevant operating expertise. Confirm the company’s funding needs and timeline first.

Research fields

Prioritization

Score thesis fit, stage fit, evidence freshness, relationship quality and timing. Exclude investors with clear conflicts or inactive mandates.

Validation

Cross-check a sample with recent investments and official sources. Label unknowns and estimates. Do not infer check size from one deal.

Preparation

Draft tailored notes and a concise evidence pack, but obtain founder approval before outreach. Protect confidential financial information and avoid mass emailing.

Measurement and review

Record the baseline, source, date range, denominator and owner. Use one primary measure plus quality guardrails; compare like-for-like cohorts and disclose missing data. Treat estimates as scenarios, not observed outcomes.

Risks and controls

Check relevance, consent, disclosure, workload and downside before scaling. Keep an evidence trail, obtain human review for material commitments, and pause if trust, quality or compliance signals deteriorate.

Next steps

1. Confirm the goal, audience and available capacity.
2. Gather the minimum evidence for a first test.
3. Assign an owner, budget and review date.
4. Run a small pilot, record outcomes and decide whether to iterate, expand or stop.