Creating Target Lists

🗺️ Located on the ‘Investor Research’ tab Target Lists live on the ‘Your Target Lists’ and ‘Curated Target Lists’ sub-tab Why Target Lists Matter Target lists help you organize and prioritize the investors you want to reach. They're the best place to organize your research Founders often create different target lists for specific geographies (Series A NY Investors), types (Series A VCs, Series A Family Offices), and industries (Series A Cyber Investors, Series A Enterprise Investors) Creating a Target List As easy as navigating to the ‘My Target Lists’ sub-tab and clicking the “+ new” button in the top right corner Adding Investors to a Target List If conducting an investor search, add investors from the search results table by checking the box next to their name and clicking “Add to Target List” button If conducting a firm search, add firms from the search results table by opening up their firm detail page (click on the firm), clicking the “Add to Target List” button, selecting the investors you want to add, and confirming which Target List Sharing Target Lists Copy the shareable link and share a Target List with team members or external parties who are willing to make introductions to show them who you’re targeting. Then they can let you know who they’re able to make intros to Curated Lists Access pre-built Curated Lists, curated by our team or partners for specific geographies, stages, and industries