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 is our own product. It’s built for investment groups that need to find the right investors for their deals and get in front of them. We built it the same way we build custom software for clients, starting with how the work actually gets done today.
The Challenge
Finding investors usually means working through long lists of prospects, researching each one, and writing every outreach email by hand. It’s slow and repetitive, and the bigger the list gets, the easier it is for good prospects to slip through.
Goals
Replace manual prospecting with a guided process
Put the best-matched investors first
Speed up research and outreach while keeping it personal
Keep every conversation in one place
What We Built
Teams describe the kind of investor they’re looking for, and InvestorGrid scores and ranks every prospect against that profile. The best matches get researched automatically, outreach is drafted for a person to approve, and replies and next steps are tracked in the same place.
Import investor lists and score them against a custom profile
Weight what matters most: location, industry, focus, deal size
Automatic research on the best matches
Outreach drafts that a person approves before anything is sent
Reply tracking with suggested next steps
LinkedIn and Apollo.io connections for monthly prospecting
Prospecting that used to take weeks of manual digging is now mostly automated, so teams can spend their time on the investors who are actually a good fit.
The Result
Services behind this project: Custom Web Applications · Business Automation & AI