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Investor list builder

Lead enrichment for founders building a list of investors. Paste fund names, let Teable AI research each one's stage, check size and recent deals, score it for your round, and ask the people you know for warm intros.

Usar plantilla
  • Creada porJocky
  • Instalaciones (30 días)0
  • SectorStartups
  • Última actualización5 nov 2026

El resultado

You get investors researched by stage, check size, and past deals, each with a path to a warm intro.

Mírala en acción

La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.

Qué hay dentro

Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.

4 tablas

  • Settings

    13 campos

  • Team

    3 campos

  • Investors

    22 campos

  • People we know

    5 campos

1 automatización

  • Intros to chase

    Cada lunes a las 08:00

2 aplicaciones

  • Investor list

    Una aplicación sobre las tablas

  • Playbook

    Una aplicación sobre las tablas

Conexiones

No necesita cuentas externas.

Ejecuciones de automatización

Unas 4 ejecuciones al mes

Sobre esta plantilla

En palabras de Jocky.

Qué hay dentro

  • Investors: funds, angel groups and syndicates with stage, check size, recent deals, partner, public pitch contact, and status
  • Fund research (AI): turns the notes Teable AI gathers from each investor's own pages into stage, check size and recent deals by sector, and says when it isn't sure; it never guesses a number or an email
  • Fit score (AI): scores each investor for your round (stage 40, check size 30, deals in your sector 30) and says why
  • Intros to chase (automation): every Monday, emails the founders the intros asked a week ago and the high-fit warm intros nobody asked for yet
  • People we know: the angels, advisors and founders who can introduce you, and to which investors
  • Investor list (app): paste a list, see each investor's warm intro, and ask for the intro in one tap from your own mail app

Get started

  1. Describe your round. Stage, amount, sector, and a blurb to forward.
  2. Research your investors. Paste fund names, then ask Teable AI.
  3. Add people who can introduce you. Angels, advisors, and founders you know.

Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.

Sign-in. Your team signs in with Teable or a one-time code sent to their email. Intro requests open in your own mail app; Teable sends nothing on your behalf.

Comes with sample data for a made-up seed-stage startup, Halden Labs, and 88 made-up investors. Every sample email is on example.com, and no outside account is needed.

1 clic. 1 frase. Tuya.

  1. 01 / 03

    Empieza con 1 clic

    Haz clic en «Usar plantilla» en esta página. Sus 4 tablas, 1 automatización y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.

  2. 02 / 03

    Hazla tuya con 1 frase

    Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Add a follow-up date after each investor meeting». Adapta los campos, los pasos y las pantallas.

  3. 03 / 03

    Marca la diferencia cada día

    Su automatización funciona sola. Tú solo te dedicas a lo tuyo.

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Empieza con Investor list builder

1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.

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