What details do I get when I open an investor match profile?
When you click on an investor you’ve matched with in the Investor Matching tool, you’re taken to a dedicated view for that investor. This view is organized into three main tabs:
1. Messages Tab
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Displays a list of messages you’ve already sent to that investor or any scheduled emails.
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Each message entry shows:
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Recipient name and email address.
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Status (e.g., Draft, Sent, Scheduled).
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Tracking indicators for whether the message has been opened or clicked.
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Management options such as View, Edit, or Delete.
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If no messages exist, you’ll see a button to Compose A Message directly from this view.
2. Compose Tab
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This is the workspace where you can create and send a new message to the selected investor.
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Provides a straightforward email composition interface.
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Allows you to customize your outreach before sending it.
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Note: If the company has multiple contacts, the default recipient will be the first person on the list of contacts when you click Compose A Message.
3. Profile Tab
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Displays the investor’s company profile with key details such as investment focus, location, and industry matches.
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Lists all available contacts for that investor, along with their roles and contact details.
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Useful for understanding the investor’s background and finding the best contact to approach.
This layout ensures you can seamlessly review past communications, start new outreach, and research the investor’s profile without navigating away from the current screen.