Our Cyndx Raiser search allows you to identify the best-fit investors—both Financial and Strategic—based on parameters such as previous investments, investment size, and range.
This guide covers how to start finding the right investors for your capital raising efforts with Cyndx Raiser and how to get the most value from your searches.
Contents:
Start a Search
Sign into the platform at app.cyndx.com, then open the Raiser tab.
Note: If you do not have access to this tool, reach out to [email protected].
Begin typing the name of the company you're seeking investors for, then select it from the dropdown. If you don’t see the company in the dropdown, try searching by URL. If you still can’t find it, check this article: I can't find a company in the Raiser search bar.
Add the name of a Primary Competitor. This helps our algorithm provide the most relevant results. You can also add Secondary Competitors (optional).
Helpful hint: Not sure what competitor(s) to use? Try Finder! Or reach out to [email protected] for a courtesy Finder run.Enter the desired raise amount and company revenue. If the company has no revenue yet, enter $0M.
Click on either Yes or No for grants and debt funding.
Click Find Investors
For more information on getting started with Raiser, feel free to check out the Cyndx Raiser Tour
Explore Search Results
Raiser identifies investors that best match your search criteria based on their previous transactions. Click on the separate Investors tabs—Financial Investors and Strategic Investors—designed to cater to the type of investor you are looking for, and view up to 500 potential matches.
Refine Search Results
From the Raiser Search Results, you can refine the results by selecting specific preferences such as location, company/investor type, company information, and financial information (or size).
A. Refining by Location
(1) Geographic Location - select by global region, country or state, then click outside the pop out box to load the results.
(2) Exact Location - enter a specific address and adjust the distance to define your desired vicinity, then click outside the pop out box to load the results.
B. Refining by Filters
Select preferred filter by ticking all the desired filters under company type, investor type, employee count, company information, and financials, do not forget to click on Apply Filters
Save Results
A. Save an Entire List of Investors from Refined Search Results
To save an entire investor list from your refined search results, tick the Select all checkbox and click on the add to list icon
on the right side of the top row. A pop-up will appear, allowing you to Add Selected Companies to List, where you can add the selected investors to an existing list or create a new one.
If you haven’t created any lists yet, follow this guide: List Building: How to Add Companies to a List?
B. Save an Investor to Your List
To save a specific company for future reference, click on the add to list icon 
in the right side of that company’s row. A pop-up will appear, allowing you to Add Selected Companies to List, which will add the chosen company to an existing list or you can create a new one.
View Investments
Click on the arrow head icon 
of a specific 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.
View Contact Information
To access contact information, click on the Salesforce login icon. 
If your Salesforce account is already integrated with your Cyndx account, you'll see a Salesforce sync icon
instead. Click this icon to sync companies easily.
For more details on setting up Salesforce integration, please refer to: How to set up Salesforce integration
View Saved Search Results/Companies
Open Lists to view saved searches.
To better understand you Raiser search results, visit the Raiser FAQ: Understanding the results
Go back & Edit
Click Go back & Edit to return to Raiser search page. Keep in mind that by clicking this one starts a new search will count as a separate Raiser run.
Repeat a Previous Search
Click the Raiser tab at the top of the page to return to the initial search form. Scroll down to Recent Org Searches to choose from your last 3 searches. To view your entire search history, click View All.
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 right of your page and start a conversation.
Help Center
For FAQs and detailed information on using Cyndx Raiser go to Raiser Help Center. For additional guides on other topics, please visit our Help Center. You can access both on your profile in the top right corner.