Your investors hold extensive networks that can be invaluable for warm introductions to potential customers, advisors, and candidates. Making this process seamless for your investor is key. Here's a straightforward guide to assist you.
1. Identify Your Targetson LinkedIn:
Ensure you are connected to your investor
Click on their "connections" list
Use the "All Filters" tab to refine your search. Free text in the Keywords section "Title" and "Company" can be most helpful. (Pro-tip: LinkedIn Sales Navigatoroffers a free trial and has much more robust search filters available.)
2. Createa Target List:
Compilea concise list of no more than 20 targets connected to your investor.
Include the target's name, title, company, and LinkedIn profile
Send to your investor and ask them to identify which folks they feel comfortable reaching out to
(example)
3. Prepare theForwardableEmails
Once your investor identifies which targets they can reach out to, craft individual forwardable emails
Ensure the emails are easy for your investor to forward witha personal note
(example)
Pro-Tips for a Great Forwardable
Include a link to the target's LinkedIn profile so your investor can quickly orient
Add specific language to show you've done your researchon this person (the above example notes the target's past work experience)
Keep it short and to the point
Make a clear ask (ex. "Wouldyou be open to a call to discuss?")
Add additional supporting info about your company below your signature line
