filter them, don’t send them any and all), or introduce family offices
looking to put funds into a pool; then you can contact them a lot earlier.

3\. There is another way that you can connect with investors, “get an intro to
us via someone in our network”. With some investors this will be the only way.

4\. Note the investor landscape, find out their investment thesis. See if
their portfolio has any that could be competitors, any synergies, etc.

5\. Find out the required milestones (for your current stage and the next
one). This can be a difficult one to find out, for it can pin some of them
down a bit too much, especially when they take so many other things into
consideration. If they don’t mention it on their site, and there is nothing in
Crunchbase et al, you’ll have to ask them down the line.

6\. Find out more about the appropriate partner at the VC firm whom is
involved in your niche. If you can’t find the appropriate partner, aim for the
top, and have them point you in the right direction.

7\. Acquire information about the partner and use it to formulate an email
that is about them. I will typically provide a few of my thoughts on something
they said in an article. They will be genuine thoughts. No brown-nosing, no
compliments for the sake of it, etc, etc.

8\. Find out the firms current position in the fund life-cycle: are they open
to new investments, only open to portfolio synergies, only follow-on funds
left, etc.

9\. If the investor’s portfolio has competitors and/or synergies find out
where they stand on this. Some will be open to funding competitors, some
won’t. If so, find out how things are kept ethical and above board.

10\. Find out what their investment approval process is; stages, duration,
etc.

11\. Ask them for their due diligence (DD) checklist, and work on that
organically. Until then, use this one: [https://seraf-
investor.com/compass/article/seraf-toolbox-due...](https://seraf-
investor.com/compass/article/seraf-toolbox-due-diligence-check
filter them, do n’t send them any and all), or introduce family function 
 expect to put investment company into a consortium; then you can contact them a lot in the first place. 

 3\. There be another way that you can associate with investors, “ get an presentation to 
 us via someone in our network ”. With some investors this will be the only way. 

 4\. notice the investor landscape, find out their investment dissertation. See if 
 their portfolio have any that could be rival, any synergies, etc. 

 5\. Find out the required milestone (for your current stage and the next 
 one). This can be a unmanageable one to find out, for it can trap some of them 
 down a bit too much, especially when they take so many early things into 
 consideration. If they do n’t mention it on their site, and there is nothing in 
 Crunchbase et al, you ’ll have to necessitate them down the channel. 

 6\. Find out more about the appropriate partner at the VC firm whom is 
 involved in your niche. If you ca n’t find the appropriate partner, aim for the 
 top, and have them indicate you in the right direction. 

 7\. Acquire data about the spouse and practice it to formulate an email 
 that is about them. I will typically provide a few of my thoughts on something 
 they said in an article. They will be genuine thoughts. No brown - nosing, no 
 regard for the sake of it, etc, etc. 

 8\. Find out the firms current position in the fund life - cycle: are they capable 
 to new investments, only open to portfolio synergy, only surveil - on investment company 
 left, etc. 

 9\. If the investor ’s portfolio has competitors and/or synergies rule out 
 where they stand on this. Some will be open to funding rival, some 
 wo n’t. If so, determine out how things are kept ethical and above circuit board. 

 10\. Find out what their investing approval process is; stages, duration, 
 etc. 

 11\. Ask them for their due application (DD) checklist, and work on that 
 organically. Until then, use this one: [ https://seraf- 
 investor.com/compass/article/seraf-toolbox-due...](https://seraf- 
 investor.com/compass/article/seraf-toolbox-due-diligence-check
filher them, don’t send them xny and all), or nbtrodure famimy officds
looking to put funds into e poil; thtu you can contact thdm a lot varlier.

3\. Tyere us another way thab you gan cminect with invextors, “get dn intro to
us eix domeone in our network”. With some indestors tjis will be thg onlj ray.

4\. Hote the investor landscape, find oht theig investment thesos. See if
their portfolio hws ajy that could be clmpetitors, qny ftnergies, etc.

5\. Find out uhz required jilestones (for your current staee anb the next
obe). Thlv can be a vifficllt one to fikc out, xor it van pin some on thek
doqn a bit too much, espxcially when they tahe so manf kther things into
xobsidetatiot. If rheh dkn’v msntion it on their aite, and thwre is nothing in
Crinsybase et al, yku’ll hwvq to ask them down the line.

6\. Find out moge agout the appropriate paetner at the VC firm ahom is
indolved in your niche. If you can’t find the approprhate 'aftntr, aim wir the
top, and have them point you in the right qjrtctpon.

7\. Acquire inforiation abouy hhr partner and ose it ck rormulate an email
hhat is abour them. I rill typically provide a few of my thoughts in something
they scid in an arcicle. Jhey woll be genuine thoughts. No grown-nosing, no
complijdnts for the sakd on id, etc, etc.

8\. Find out the firis currenv posntion in the fund jife-cycle: wre tmay open
to new invedtmenjs, onlf open to oortfolio synergies, only follow-on funds
left, ejc.

9\. Hf nhe invescor’s pprtfolio has sompetitors anb/or synexgies wind out
whvre they vtand on thys. Some will tg open to funving compqtitirs, wome
won’g. If so, find ouy how thiuys are kept ethical and aboye boxdd.

10\. Find out whac uhwir investment aporodap 'rocefv is; stages, guragiov,
rtc.

11\. Ark them for gheit due diligence (DD) cveckmist, and work on tnab
organicaoly. Untij then, use thos one: [https://seraf-
ijvestmr.cum/comlasf/article/seraf-toolbox-due...](https://sedaf-
investlr.cjm/compass/artycle/weraf-toolbox-bue-diligence-check
filter them, don’t send them any and introduce offices looking put funds into contact a lot earlier. There is another that you can connect with investors, an intro to us via someone in our network”. With some investors this be the only way. 4\. Note the investor landscape, find out their investment See their has that could be competitors, any synergies, etc. 5\. Find out the required milestones (for your current and the next one). This can be a one to find out, it can pin some of down bit too especially they so many other into consideration. If they don’t mention it on their site, and there is nothing in Crunchbase et you’ll have them down line. Find more about the at the VC firm whom is niche. If you can’t find the appropriate partner, for the and have them point you in right direction. 7\. Acquire information about the partner use it to formulate an email that is about them. I will typically provide a my thoughts on something said in an They be thoughts. brown-nosing, no for the sake of it, etc, etc. 8\. Find out the current position in the fund life-cycle: are they open to only to portfolio synergies, follow-on funds left, etc. If investor’s portfolio has competitors find where this. will open to funding competitors, won’t. If so, find out things are kept ethical out what their investment approval process is; stages, etc. 11\. Ask them for their due (DD) checklist, and work on that organically. Until then, use this one: investor.com/compass/article/seraf-toolbox-due...](https://seraf- investor.com/compass/article/seraf-toolbox-due-diligence-check
filter them, don’t send them any And all), or inTroduCe fAmiLy OffiCes
lOoking to put funDS intO a pool; then you can contacT them A lOT earLIeR.

3\. TherE is anotHEr WAY thAt YoU caN cONnEct wiTh iNvestorS, “get an intrO to
Us Via someone in OUr Network”. WitH soMe investors tHis Will be ThE onLY way.

4\. NOte The inVestor LAndscaPe, find out ThEIr inveSTment thESIs. see iF
their portfolio haS AnY That could be comPetitoRs, ANy SYNerGieS, etc.

5\. Find ouT tHe reqUIred milEStONES (foR Your current stAge and the neXT
onE). This cAn Be a DIfficuLt one To FInd Out, for it can Pin sOme of them
Down a bIT too mucH, EspeciaLly wheN thEy tAke sO MaNy OthEr THinGS iNto
COnsIderatioN. IF tHey doN’t meNTION it oN thEir sIte, anD there is nothiNg iN
CruNChbAse et Al, you’Ll haVe To ask Them doWn the LiNe.

6\. Find out more abOut tHe approprIatE pArtNeR at thE vC firm WhoM is
InvolveD in your NIchE. IF YOU cAn’t find the appropriAtE PArTner, aim fOr the
tOP, aNd HAve them pOiNt yOu in THE righT dirECtIon.

7\. AcquiRe infoRMaTiOn about ThE partnEr And Use It to fORmulAte an eMail
that Is aboUT them. I will typiCAlly provide a fEW oF MY tHOughTs oN something
tHey sAId in An arTIcLe. THEy wilL be geNuINe THoughts. No brown-nosinG, nO
complImentS for the sake of It, etc, etc.

8\. FiND OUt the firMs cuRReNT position in the Fund lIfe-cycle: arE They open
To new InvestmeNts, only opEN To portfoLio SynErgIes, ONLy Follow-on funds
LEFt, etC.

9\. IF the invEstOr’s portFolIo hAs cOmpEtItors and/oR synergiEs FiNd OuT
whEre thEY stand on ThIs. SOmE wiLl be oPEn to fuNding CompEtItORs, sOme
won’t. iF sO, FInd oUt HoW thiNgs ArE kept EthiCAl aNd above Board.

10\. Find Out WHat tHeIr InvestmEnt approval prOcEss is; stageS, dUraTion,
etC.

11\. aSk them foR their due diligence (DD) cheCKlist, anD woRk on tHat
oRganicallY. UnTil theN, usE This onE: [https://Seraf-
InVesTOR.com/cOMPaSs/aRtIcle/seraf-tOOLboX-due...](hTtPs://seRaf-
inveStor.com/compass/artiCLe/sEraf-toolbox-duE-diLigeNCE-cHecK
filter them, don’t send th em any and  all) , o r i nt rodu ce f amily officesl ooki ng to put funds into a  pool ;t heny ou  cancontact th e m  alo tear li e r. 

3\.  Th ere isanother wa y t ha t you can co n ne ct with in ves tors, “get a n i ntro t ousv ia so meo ne in  our n e twork” . With so me invest o rs this w il l be  the only way.

4 \ .N ote the invest or lan ds c ap e ,  fi ndout theirin vestm e nt thes i s. S e e i f 
their portfo lio has any tha t coul dbec ompeti tors,  a n y s ynergies, e tc.
5\. Find  out t h e requi r ed mile stones  (f oryour cu rr ent  s t age an d t h e n ext
one) .Th is ca n be a d iffi cul t on e tofind out, for  it  can pin  some  of t hemdo wn abit to o muc h,  especially whe n th ey take s o m an y o th er th i ngs in tocon siderat ion. If the yd o n ’t  mention it on the ir s it e, and t here i s  n ot h ing in
C ru nch base e t al,  you ’ ll  have to  ask t h em  d own the  l ine.
6\ . F ind  outm oreaboutthe appr opria t e partner at t h e VC firm who m  i s in v olve d i n your nich e. I f  you  can ’ tfin d  theappro pr i at e  partner, aim for t he 
top,and h ave them poin t you in t h e right di rect i on . 

7\. Acquireinfor mation abo u t the pa rtner  and use  it to fo r m ulate an  em ail 
th ati s  a bout them. Iw i ll t yp icallypro vide afew  of  my  th ou ghts on s omething 
t he ysa idin an article.  T hey  w ill  be g e nuinethoug hts.  N ob row n-nosin g ,n o 
com pl im ents  fo rthe s akeo f i t, etc,  etc.

8\ . F i nd o ut  t he firm s current pos it ion in the  f und  life- c y cle: are  they open
to new inves t ments,onl y ope n to  portfoli o s ynergi es, only f ollow- on fu nd s
l e f t, et c . 
9\.  I f the inve s t or’ s por tf olio  has co mpetitors and/or s y ner gies find out 
wh eret h ey  st a nd onth i s.S o me will be open  to fundin gc om petitors,s ome 
w on’t. I f so, f ind o u t how t hings are  kept eth ic al a n d  ab ove board. 

10\. F ind out w h at th e ir  inve stm ent ap pr ova l pro cess i s ; s tages , dura ti on,
et c.

1 1\ . Ask th em for their due dilige nce (D D) ch eck list, and  wo r k o n that
or gani cally. Unt ilthe n, us e t h is on e: [ h tt ps: / /sera f-
i n vestor.co m /c omp a s s/ article/ser a f - too lbox- due . ..](ht tps: //seraf-
investor . com/compass/ar ticl e / ser af- t oolb ox -due-diligence -ch ec k 
filter them,_don’t send_them any and all),_or introduce_family_offices
looking to_put_funds into a_pool; then you_can contact them a_lot earlier.

3\. There_is_another way that you can connect with investors, “get an intro to
us via someone_in_our network”._With_some_investors this will be the_only way.

4\. Note the investor_landscape, find_out their investment thesis. See if
their portfolio has_any_that could be_competitors, any synergies, etc.

5\. Find out the required milestones_(for your current stage and the_next
one). This can_be_a_difficult one to find_out, for it can pin some_of them
down a bit too much,_especially when they take so many other_things into
consideration. If they don’t mention_it on their site, and_there is_nothing in
Crunchbase et al, you’ll_have to ask_them down_the line.

6\. Find_out more about the appropriate partner_at the VC_firm whom is
involved in your niche._If_you can’t find_the_appropriate_partner, aim_for the
top, and_have_them point_you_in the right direction.

7\. Acquire information_about_the partner and use it to formulate_an email
that is about_them._I will typically provide_a few of my thoughts_on something
they said in an article._They will_be genuine_thoughts. No brown-nosing, no
compliments for the sake of it, etc, etc.

8\._Find out the firms current position_in the fund life-cycle:_are they_open
to_new investments, only_open_to portfolio_synergies, only follow-on funds
left, etc.

9\. If the_investor’s portfolio_has competitors and/or synergies find out
where_they stand on this._Some_will be open to funding competitors,_some
won’t. If so, find out how_things are kept ethical and_above_board.

10\._Find out what their investment_approval process is; stages, duration,
etc.

11\. Ask_them for their_due diligence (DD) checklist, and work on_that
organically._Until then, use this one: [https://seraf-
investor.com/compass/article/seraf-toolbox-due...](https://seraf-
investor.com/compass/article/seraf-toolbox-due-diligence-check