Documentation
  • Back to Home
  • Getting Started
  • Core Concepts
  • Scoring
  • Enrichment
  • Semantic Search
  • Pipeline Stages
  • Tutorials
  • Pricing & Add-ons
  • Integrations
  • Troubleshooting

Getting Started

Welcome to InvestorGrid! Learn what it is, who it's for, and how to get started in minutes.

What is InvestorGrid?

InvestorGrid is an AI-powered investor prospecting SaaS platform designed for angel groups, VC firms, and investment teams. It helps you discover, verify, prioritize, and engage with prospective investors using advanced AI tools.

Import investor data from CSV files (AngelMatch, OpenVC, Apollo exports, custom formats)

Automatically score and rank prospects based on fit with your organization

Use AI-powered insights to understand why prospects match your criteria

Generate personalized outreach messages with AI

Track your pipeline and manage investor relationships

Integrate with Apollo.io, Mailchimp, and Constant Contact

Who is it for?

InvestorGrid is built specifically for:

Angel Groups

Find and engage with individual angel investors who match your investment focus

VC Firms

Discover institutional investors, LPs, and strategic partners

Investment Teams

Build and manage your investor pipeline efficiently

Fundraising Teams

Identify and prioritize potential investors for your fund or company

Quickstart Guide

Get up and running with InvestorGrid in just a few steps:

1

Import Your CSV

Upload a CSV file with investor data from any source. InvestorGrid will automatically normalize and enrich the data during import.

2

Review Scores

Each prospect receives an AI-generated fit score (0-100) based on geography, sector alignment, investment stage preferences, and more.

3

Filter & Search

Use filters (score, sector, geography, status) or semantic search to find the investors that matter most to you.

4

Generate Outreach

Use AI to generate personalized email and LinkedIn outreach messages tailored to each investor.

You're all set!

That's it! You're ready to start building your investor pipeline. For more detailed information, explore the other sections of this documentation.