Investor discovery

Who will lead your round?

Find investors who fit your company, identify a possible lead, and keep track of everyone who could invest alongside them.

FIG. 01   /   ROUND STRUCTURE
Inside the workspace

From first contact to a funded round.

01 / 03

Describe the milestone

Start with the product, the people using it and the next result you need to prove.

02 / 03

Identify a lead

Read the mandate and its source. Decide which investor deserves the next conversation.

03 / 03

Bring others in

Track who is waiting for a lead and how much capital still needs a commitment.

Illustrative round / Robotics

Ten installations. One round.

Two participants would consider investing once a lead commits.

Committed
CAD 0
Conditional interest
CAD 500,000
Still to secure
CAD 1,500,000