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.
The outcome
You get investors researched by stage, check size, and past deals, each with a path to a warm intro.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
4 tables
- Settings
13 fields
- Team
3 fields
- Investors
22 fields
- People we know
5 fields
1 automation
- Intros to chase
Every Mon at 08:00
2 apps
- Investor list
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
Automation runs
About 4 runs a month
About this template
In Jocky's words.
What's inside
- 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
- Describe your round. Stage, amount, sector, and a blurb to forward.
- Research your investors. Paste fund names, then ask Teable AI.
- 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 click. 1 sentence. Yours.
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Click Use template on this page. Its 4 tables, 1 automation, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add a follow-up date after each investor meeting.” It changes the fields, steps, and screens to match.
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Its automation runs on its own. You just run the business.
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Start with Investor list builder
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
