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How-to — task-oriented recipe.
Workflow Guide 6: Fundraising

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How to target the right investors using precise criteria

[Last Updated] March 2025 [Object Tags] Fundraising, Investor Targeting, Fund Participation, Stage Focus, LP Management

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Overview

Identify and prioritize the right investors for your fund by filtering on investment stage focus, fund participation history, and investor preferences. This workflow (only in New Lists) uses precise dropdown filtering and exclusion logic to target investors with the right criteria and availability.

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Steps

**Scenario 1: Target stage-specific ****co-investors **only
  1. Open your investors list.
  2. Click Filters → + Add condition.
  3. Investment Stage → has any of → Pre-Seed AND Investment Stage → has none of → Series A, Series B (exclude multi-stage investors)
  4. Sort by → Last Contact → Oldest first
  5. Click Apply.

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Scenario 2: Find new LPs for next fund

  1. Create a filter for non-participants: Investor Type → is any of → LP, Limited Partner AND Fund I Participation → is none of → Invested, Committed OR Fund I Participation → is empty (new prospects)
  2. Sort by → AUM (Assets Under Management) → High to low
  3. Add secondary sort: Last Contact → Oldest first
  4. Click Apply.

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Scenario 3: Prioritize warm investor introductions for your portfolio

  1. Filter for accessible investors: Investment Stage → has any of → Match your portfolio company’s next round stage AND Connections → Score → is greater than → 50 AND Investment Status → is any of → Actively Investing
  2. Sort by → Connections → Score → High to low
  3. Add secondary sort: Check Size → High to low
  4. Click Apply.

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Expected Outcome

  • Scenario 1: Pre-seed focused co-investors (excluding multi-stage funds), prioritized by staleness for outreach
  • Scenario 2: LPs who didn’t participate in Fund I plus new prospects, ranked by AUM size and relationship recency
  • Scenario 3: Actively investing, stage-appropriate investors with warm connections, prioritized by relationship strength and check size

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Tips/Warnings

  • Use has none of to exclude investors with unwanted characteristics (multi-stage focus, previous participation).
  • OR with is empty captures both explicit “No” responses AND unknown prospects.
  • Create Investment Stage as multi-value dropdown since many investors cover multiple stages.
  • Fund Participation fields should be updated after each fundraising cycle for accuracy.
  • Connections → Score above 50 typically indicates meaningful relationship potential.
  • Consider Check Size ranges that match your funding needs to avoid over/under-qualified investors.