1. Submit raise profile
Complete the request access form with stage, sector, traction, target raise, and investor preferences. Our team reviews within one business day.
2. Kickoff call
30-minute call to align on positioning, timeline, and tier selection. You'll receive onboarding checklist afterward.
3. Review shortlist
Ranked investor list appears in your dashboard within 3–5 days. Approve, exclude, or request additions before messaging begins.
4. Approve messaging
Review sample sequences for top investors. Edit tone or facts as needed. Nothing sends until you approve.
5. Domain setup
We configure SPF/DKIM on your domain and connect to your inbox. Test send confirms deliverability.
6. Launch
Campaign goes live. Dashboard tracks sends, opens, replies, and meetings in real time.