Investor portfolio intros
Turn your investors' portfolios and networks into a steady source of warm demand.
Inbound playsPlay 03
When to run it
Quarterly, or whenever you launch something relevant to portfolio companies.
How to run it
- 01Ask investors to share their portfolio and key LP and operator relationships.
- 02Match them against your ideal customer profile.
- 03Prepare a one-line pitch tailored to each matched company.
- 04Send investors a short list with ready-made intro text.
Pro tip
Make it a standing quarterly ritual so it doesn't depend on memory.
Run this play at scale with The Swarm, which maps your company's network and finds the warmest path into any account.
More inbound plays
PLAY 01
Warm up every inbound lead
Before the first call, find who on your team or network already knows the person who signed up.
Read the play →PLAY 02
Customer referral loop
Ask happy customers for introductions to specific peers, not generic referrals.
Read the play →PLAY 04
Event attendee warm follow-up
Follow up with event leads through mutual connections instead of a mass email.
Read the play →