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Think of your Company Profile as your fundraising command center. It’s the single source of truth we use to find your perfect investor matches and personalize every interaction. This isn’t a static form you fill out once — it’s your living strategy document. Update any detail at any time as your campaign evolves, and watch your investor recommendations, messaging, and pipeline instantly sharpen to match your new direction.

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Your Founder Identity

This is about you. Your name, role, and a brief bio (think “Ex-Google, Stanford CS”) help us personalize introductions and match you with investors who specifically look for founders with your background and expertise.

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Your Company’s Core Details

Here’s where we get to know your business. Provide your company name and website, and our system will intelligently pull and suggest information to save you time. We’ll capture your sector, stage, headquarters location, and a clear description of what you do and what makes you unique.
This data forms the bedrock of our matching algorithm, connecting you with investors who have a proven interest in companies like yours.

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Your Fundraising Strategy

This is where strategy meets execution. Tell us about your prior fundraising experience, capital raised to date, and the specifics of your upcoming round.

Round Details

Define the stage, size, timeline, and the types of investors you want to target (VCs, Angels, etc.).

Lead Investor

Tell us if you need a lead investor so we can prioritize accordingly.
These preferences act as direct filters, so every investor you see is relevant to your actual plan. As your strategy shifts, refine these preferences here to keep your target list perfectly aligned.

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Your Business & Traction

Share who your customers are, your business model (B2B/B2C), and your revenue status. Details on key milestones and early traction are invaluable here. This information allows us to identify investors who invest at your specific maturity level and crafts a stronger, data-informed narrative for your outreach.
New milestone hit? Update this section to immediately improve your fit score with top-tier investors.

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How it all works together

Once your profile is set, the platform springs to life. All this information seamlessly integrates to power:
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Tailored investor search

Surface investors who are the strongest match for your company, stage, and strategy.
2

Personalized communication

Generate outreach messages that speak directly to each investor’s interests and thesis.
3

Actionable analytics

Track your pipeline with data-driven insights informed by your unique profile.
Your profile ensures every action you take is informed and strategic.
Your most powerful feature is the “update” button. Fundraising is a dynamic process. As you learn, pivot, and grow, simply revisit your Company Profile. Each adjustment refines your campaign in real-time, keeping your efforts focused and effective from first contact to final close.