Get Investors list from database

  • Description: Automates the process of generating a tailored list of 100 investors based on a startup's location, investment stage, industry, and investor type from a provided investor database.

  • Scenario:

    • Trigger: Criteria input (startup location, stage of investment, industry, type of investors) is provided.

    • Database Query: Searches the provided database of investors based on the input criteria.

    • Investor List Generation: Compiles a list of 100 investors that match the specified criteria.

    • Delivery: Provides the compiled list in a specified format (CSV, Excel, PDF, etc.) via an agreed-upon platform (Email, CRM, Google Drive, etc.).

    • Notification: Sends a confirmation message to the relevant parties with the list attached or a link to access the document.

  • Value: Ensures efficient and accurate identification of potential investors, saves time in the research process, and provides a targeted list to support fundraising efforts.