Investor Mapping and Outreach

Create a structured, reusable map or index for Investor Mapping and Outreach. The objective is to remove ambiguity around target investor fit, outreach sequence and meeting tracking, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

Bertie or a programme manager assigns Investor Mapping and Outreach when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

venture thesis; customer evidence; product roadmap; financial assumptions; current funding objective; source information to structure; specific context for target investor fit, outreach sequence and meeting tracking.

1. 1Define Capital Requirements and Target Investor Criteriaexpand_more

   The founder establishes the explicit funding target, target instrument type, and precise decision the investor map must enable. They define parameters for what constitutes a qualified investor based on sector thesis, cheque size, stage preference, and value-add requirements.

   Objective

   Establishing these mapping parameters locks in the required criteria for capital raising and prevents wasted outreach efforts on mismatched funds. It anchors the investor mapping task to realistic valuation and round dynamics, ensuring the venture targets entities capable of leading or participating effectively.

   What's expected

   A documented investment thesis brief detailing round size, target valuation, instrument type, and mandatory investor profile criteria. The output must evidence clear alignment between the venture's current growth metrics and target investor mandates.

   Consultant stress-test · 5 questions

   1. 1.What specific evidence confirms that your requested cheque size aligns with current market valuations for ventures at your traction level?
   2. 2.Why have you chosen this particular investment instrument, and how does it affect target investor appetite?
   3. 3.How do you justify your hard exclusion criteria for investors who do not possess direct sector expertise?
   4. 4.What data proves that the capital deployment timeframe supported by this round will get you to your next valuation inflection point?
   5. 5.How does your target lead investor profile change if your first-choice lead syndicate fails to materialise?

   Open action arrow_forward
2. 2Establish Fit Metrics, Outreach Sequences, and Tracking Architectureexpand_more
3. 3Mine Internal Data and Ecosystem Intelligence for Investor Leadsexpand_more
4. 4Synthesise Investor Intelligence into an Operational Pipeline Dashboardexpand_more
5. 5Stress-Test Pipeline Density and Identify Critical Bottlenecksexpand_more
6. 6Publish and Secure Pipeline Assets in the Venture Data Roomexpand_more

• A data-room asset titled Investor Mapping and Outreach
• A structured map, register, dashboard or index that can be reused by founders, mentors, programme managers and investors
• It should update the venture DNA with specific evidence or decisions about target investor fit, outreach sequence and meeting tracking, create a visible milestone in the founder journey, and generate one or more recommended next tasks

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

Draft your output and let Bertie review it