Our Cyndx Raiser search allows you to identify the best fit investors - Financial and Strategic - based on parameters such as previous investments, investment size and range.
This guide covers how to begin finding the right investors for your capital raiser with Cyndx Raiser and get the most value from your searches.
Start a Search
Sign into the platform at app.cyndx.com, then open the Raiser tab. Begin typing a company name, then select it from the dropdown. If you don’t see the company appear in the dropdown, try searching by URL.
Add the name of a primary competitor. This helps our algorithm determine the most relevant results, and add Secondary Competitors (optional).
Enter the desired raise amount and company revenue from the last 12 months. If the company does not yet have any revenue, enter $0M.
Click on either Yes or No for the grants and debt funding.
Click Find Investors
For more information to get started with Raiser, feel free to check: Cyndx Raiser Tour
Explore Results
Investors that Raiser determines best match your search input, based on their previous transactions.
Click to view up to 500 each of either financial or strategic investors.
Save Results
Click Add to list to return to your search results later.
View Contact Information also by clicking the three-button icon
If you have already your Salesforce integrated with your Cyndx, Sync companies will be available by clicking the Sync Icon, the cloud-like image in between "Add to List" and the three-button icon
For more information with regards to Salesforce integration, feel free to check:
How to set up Salesforce integration
View Investments
Click on a row to see that investor's most similar deals to your funding goal. To see their full portfolio, click View all investments and acquisitions. Most similar deals will appear at the top.
Refine Results
From the Raiser Result, you can choose and select specific preference such as location, company/investor type, company information, and financial information (or size)
Selecting preferred location
Selecting preferred filter (note: upon ticking all the desired filters, do not forget to click on "Apply Filters")
Remember to click Add to list to save your filtered results!
Go back & Edit
Click Go back & Edit to return to Raiser search page. Clicking this one and having a new search will count as a separate Raiser run.
Repeat a Search
Click the Raiser tab at the top of the page to return to the initial search form. Scroll down to Recent Org Searches and select from your last 3 searches. To view your entire search history, click View all.
Open Lists to view saved searches.
Any questions?
We want you to get the most from every search.
Chat With Us
For quick assistance from our support team, click the “Chat with us” button at the bottom of your page and start a conversation.
Help Center
To find FAQs and more in-depth information on using Cyndx Raiser, visit our Help Center by clicking Best Practices in the top right corner.
FAQ page https://help.app.cyndx.com/