What steps do I follow to follow up with an investor in Investor Matching? Where do I go to write and send a follow-up email in the Investor Matching?
Investor Matching doesn’t currently have a built-in option to send follow-up messages from the dashboard — but sending a follow-up is still simple and effective using your connected email account.
Steps to Send a Follow-Up Email
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Go to Your Sent Folder
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Open the email account you connected to Investor Matching.
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Navigate to your Sent folder to locate the original message sent to the investor.
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Forward the Original Email
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Click Forward on the original email.
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This will preserve your original message and provide context for the investor.
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Add Your Follow-Up Note
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At the top of the forwarded message, include a brief and polite follow-up message.
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Example:
“Just checking in to see if you had a chance to review the message I sent last week. Happy to provide more info or answer any questions!”
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Send the Follow-Up
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Verify that the recipient's email address matches the investor's.
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Click Send to deliver your follow-up.
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Notes
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All messages sent from Investor Matching are fully synced with your email account.
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You can reply or follow up directly with investors using your email provider (Gmail, Outlook, etc.).
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Sending a follow-up from your personal inbox helps maintain the original thread for context.