Talk to experts or ex-colleagues to validate an investment.
Steps:
Build a list using 'Contacts'.
Search for companies the founder has worked at.
Filter contacts by company and time period.
Reach out for insight via a warm intro.
Email Template: "Hey [Name], could you intro me to [Contact]? Doing a bit of diligence and would love to chat with someone who worked with [Founder]. Appreciate it!"
Send forwardable email your contact can share with ease.
Forwardable Email Template: "Hey [Contact], a founder from one of our portcos, [Company], is being considered for investment. Would you be open to sharing a quick perspective on their work? Totally flexible on timing—just let me know if you're open to it!"
Forwardable Email Template: "Hey [Contact], a founder at one of our portcos, [Company] would love to chat about [reason or topic]. Thought you might be open to a quick intro. Totally flexible on timing. Let me know if that’s cool with you!"