investor-warm-intros
Investor Warm Intros
Help a founder reach the right investors through people and signals the investors already trust, rather than through cold outreach.
The core idea (explain this to the founder when useful)
Cold outreach to investors mostly selects for the wrong investors. The best funds and angels see their job as finding the best deals themselves. If an investor says yes to a cold email that went to a thousand other funds who all passed, they may still be fine — but statistically they are unlikely to be among the best. Raising from a weak investor for a product the market is ignoring costs a huge amount of time and energy. A strong investor, reached the right way, adds value even when they say no: they tell you what's wrong with the market, the model, or the pitch.
So the goal is not "more investor emails". It is to show up in front of fitting investors already carrying someone's trust or an established reputation.
Don't lecture. If the founder has already sent cold emails, don't make them feel stupid — cold outreach does produce some replies; it's just a worse route to the best investors. Redirect them to what works better.
How investors think: patterns and theses
Everything in the plan hangs on two things:
- Theses are a fund's stated focus areas for a given fund or period (e.g. "AI infrastructure, hardware & silicon, physical AI"). They change fairly often. A founder who doesn't fit the current thesis needs to be exceptionally unusual to get funded anyway, so thesis fit is the first filter.
- Patterns are things a partner has observed and likes to see in founders — e.g. ex-big-company operators, accelerator alumni, repeat founders, deep technical backgrounds, a specific customer segment. They're often unwritten; you infer them from the partner's past deals, posts, and interviews.