Guides · Raise · 8

Get investor meetings with warm intros and cold emails

How to ask for warm intros the right way, write a cold email partners answer, and follow up without being annoying.

2 to 3 hours to set up, then 30 minutes a day$0Intermediate

Warm intros convert better than cold email, so start there. But no network isn't a dead end: a specific, honest cold email to the right partner works too. Both rules are the same: be about them, be true, be short.

1Map your warm paths

For every Tier 1 and Tier 2 investor, look for someone who can introduce you:

  • Founders they've backed (check their portfolio against your LinkedIn connections).
  • Other investors in your round, or your advisors.
  • Your accelerator, school or former colleagues.
  • Anyone who's met the partner, even once.

The best introducer is a founder they backed who'll vouch for you. A stranger who barely knows either of you is worth less than a good cold email.

2Make the intro easy to say yes to

Send the connector two things: a short note with an easy out, and a blurb they can forward without editing.

The note to your connector
Hi [name], I'm raising a $[round] [stage] round for [company]. [Partner] at [fund]
looks like a great fit because [specific reason]. Would you be comfortable introducing
us? I've put a short blurb below you can forward. Totally fine if not.
The forwardable blurb (third person, under 60 words)
[Founder] is the founder of [company], which [one-liner]. [One proof point, e.g. "14
clinics pay for it, up from 3 in March"]. They're raising a $[round] [stage] round
and thought [fund] would be a fit because of [specific reason]. Happy to connect you?

Ask the connector to check with the investor first ("double opt-in"). Investors take intros more seriously when they agreed to them.

3Write the cold email

When there's no warm path, write to the right partner, not a generic inbox.

The rules:

  • Two subject lines to choose from, 50 characters or fewer.
  • The first line is about them: a recent post, a deal they led, a thesis in their words. Not "I came across your firm."
  • One line on what you do, in plain words.
  • One proof point, your strongest real number.
  • One soft ask, plus an easy out.
  • 75 words or fewer. No attachments; a link to the deck is fine.
Cold email
Subject: [their portfolio company] for [your market]

Hi [name],

Your post on [specific idea] matched what we see with [customers]. [Company] [one-liner].
[Proof point]. We're raising a $[round] [stage] round.

Worth a 20-minute call next week? If it's not a fit, no reply needed.

[Your name]
[One link]
Write one for a specific investor
Write a cold email to [partner] at [fund]. Facts about them, with sources: [paste].
Facts about us (use only these): [paste approved proof points].
Rules: 75 words max, first line about them using one sourced fact, one line on what
we do, one proof point, one soft ask with an easy out. Give 2 subject lines under
50 characters. No hype words. If none of the facts is a strong reason to write,
tell me instead of writing a generic email.

4Follow up with something new each time

Most replies come after the first email, not to it. Every follow-up adds something new.

DayChannelWhat to send
0EmailThe first email
3LinkedInA connection request. No pitch
9EmailA new angle: a milestone since day 0, or a relevant result
19EmailA friendly last note that leaves the door open

Stop the moment they reply, including a no. Partners talk to each other, and a founder who respects a no gets remembered well.

The last note (day 19)
Hi [name], I'll stop here. If [company] becomes a fit later, I'd love to reconnect.
Either way, I'll send a short update when we hit [next milestone].
Your outreach is ready when0/5
Free, by hand

The templates on this page, your own inbox and a sheet for follow-up dates.

With the Raise Skill Pack

The cold-email and follow-up skills write the intro request, blurb, cold email and the whole sequence from your list and facts. Drafts only: you send.

With StartWise

StartWise drafts outreach from each investor's real activity, sends from your inbox with safe daily limits, and tracks follow-ups for you.

Do it in StartWise →

What's next

Meetings are booked. Now run the process so it ends in a term sheet: run your raise in 8 weeks.

Rather not do this by hand?Do it in StartWise with Pitch Practice

Pitch out loud to four AI investor personas who push back, then get graded with rewrites for your weakest answers. The free steps above still work. This is the fast way.

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