What You Get:
Your investor list organized by status and touchpoint. No more manual tracking.- Updates sent monthly to build engagement and excitement.
- No more missed follow-ups or leads gone stale.
What’s Included
Advance
For owners with a plan and traction seeking refined strategy and strong positioning with investors.
- Includes everything in Lite, plus:
- Capital stack evaluation
- Funding needs assessment
- Instrument selection (SAFE, equity, secured, unsecured)
- Instrument selection (SAFE, equity, secured, unsecured)
- Messaging & positioning refinement
- Secure data room setup
Why It Works
Clear Communication = Confidence.
Consistency builds investor trust. Give them what they expect, how they expect it
Built for Momentum.
Nurture investor interest. Never forget a follow up.
Process Visibility.
Know where you stand at all times during capital raise process.
Results We’re Built For:
- Warm investor leads that don’t go cold
- Higher open and reply rates
- Thoughtful follow-up that drives real conversations
- Consistent communication that boosts conversion
- Less founder stress and better investor relationships
Fintech Founder Mid-Raise
John had 40 initiated investor conversations, but his outreach process was scattered. With InvestorLink, he implemented a CRM to track status, increased interest through KPI updates, and used templated follow-ups to re-engage dormant leads. Within 60 days, his raise went from stalled to oversubscribed.
Ready to raise capital with
structure and confidence?
Get the structure, materials, and framework you need to fundraise like a pro.