Custom Web Application
InvestorGrid
A custom platform that helps investment groups find and reach the right investors, faster.
Project Type
Custom Web Application
Timeline
About 12 weeks
A Closer Look
Hover over each screen to explore the full page.
Step 1 · Import & ingest investor lists
Step 2 · AI cleans, enriches & scores every prospect
Step 3 · Explore the best matches with smart filters
Step 4 · Generate personalized outreach
Step 5 · Analyze replies and gauge intent
Step 6 · Auto-sync interested prospects to email marketing
The Business
InvestorGrid serves investment groups that need to find and connect with the right investors for their deals.
The Challenge
Finding the right investors meant manually digging through huge lists of prospects, researching each one, and writing outreach by hand. It was slow, repetitive work that was hard to scale and easy to get wrong.
Goals
Replace slow, manual prospecting with a guided process
Help teams focus on the best-matched investors first
Speed up research and outreach without losing the personal touch
Keep every conversation organized in one place
What We Built
We designed and built a custom platform that lets a team describe exactly what they are looking for in an investor, then automatically scores and ranks every prospect against that profile. The strongest matches are researched automatically, outreach is drafted for a quick human approval, and every reply and next step is tracked in one place.
Key Features
Import existing investor lists and score them against a custom profile
Set what matters most (location, industry, investment focus, deal size) and weight each one
Automatic background research on the best-matched prospects
Personalized outreach drafted for quick human approval before anything is sent
Conversation tracking and reply analysis that suggests the right next step
Built-in connections to LinkedIn and Apollo.io for automatic prospecting each month
The Result
InvestorGrid turns weeks of slow, manual prospecting into a guided, largely automated workflow. Teams can focus their time on the best opportunities, reach out with a personal touch at scale, and keep every conversation organized, all in one platform built around how they actually work.