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Step 2: Due Diligence & Investor Outreach Strategy
How do I find the right investor contact to reach out to?
How do I find the right investor contact to reach out to?

Contact | Reach Out | Communication | Connect

Kristen Clippinger avatar
Written by Kristen Clippinger
Updated over a week ago

After you've done a Raiser search, you may have started to create and narrow down a list of investors who could potentially help you with this raise. Once you're ready to start reaching out to investors Cyndx will have contact information readily available .
If you need information on how to create a list see here : Creating a List

There are several ways on Cyndx to navigate to the Investors Contacts Page

Raiser Search Result page

  1. Find the Investor Company's row

  2. Click the menu located to the right of the row next to the carat that will have a small drop down menu

  3. Drop down menu, Click View Contacts

4. A modal window will pop up, that will have several contact listed

5. To view the entire list of contacts, click View all Contacts

Company's Profile page

By accessing the investor's profile page you can also see a contact list
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  1. Once on the Search Results Page you can click on the investors company name

  2. Just above the investors company profile you will see tabs that provide information

  3. Click the contacts tab and that will open up the full list of contacts for this investor

The Contacts page gives you the access to

  • Name

  • Title

  • Social Media Network

  • Email

  • Telephone Number

  • A small bio

Each column can be filtered and put into an ascending and descending order to help filter in and out on who from the company you'd like to contact. On the Network tab you will be able to click the LinkedIn icon and have access directly to that persons account on there.


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