Investor Targeting And Research Brief

# Investor Targeting and Research Brief

**Domain:** Fundraising, Pitch and Investor Strategy
**Level:** 🔵 Practitioner

> Profile target investors and produce a prioritised outreach list with personalisation angles. Replaces the scattergun approach with a targeted list where every outreach has a specific reason for contact.

---

## Variables

Fill in every `[BRACKETED_VARIABLE]` before running. Do not leave any bracket unfilled.

| Variable | What to Enter | Example |
|----------|---------------|---------|
| `[COMPANY_DESCRIPTION]` | What you do and who you serve | e.g. AI compliance monitoring SaaS for UK financial services, targeting CCOs at mid-market FCA-regulated firms |
| `[FUNDING_STAGE_AND_ASK]` | Stage and amount | e.g. Seed round, £1.5m, 18-month runway to Series A readiness |
| `[GEOGRAPHY]` | Where you are based and where you want investors from | e.g. UK-based, prefer UK or European investors with UK portfolio companies |
| `[KNOWN_INVESTOR_NAMES]` | Any investors you have already identified or been introduced to | e.g. Passion Capital, Seedcamp, Notion Capital, one warm intro to Episode 1 |

---

## The Prompt

Copy everything in the code block below. Replace all `[VARIABLES]`. Paste into Claude, GPT-4o, Gemini, or any capable LLM.