Draft Messages & Templates

A collection of templates for investor outreach. Remember to always personalize your message before sending.

Best Practice:

The goal of the first email isn't to get a "yes" to invest. It's to get a "yes" to a meeting. Keep it short, personalized, and focused on sparking curiosity.
✅ Subject Lines to Test
Your subject line is the first hurdle. Make it clear, concise, and lead with value.

For Warm Intros (Highest Priority)

  • Intro: [Your Name] from [Your Company] (via [Mutual Connection])
  • [Mutual Connection] suggested I reach out // [Your Company Name]
  • Following up on my chat with [Mutual Connection] about [Your Industry]

For Cold Outreach (Direct & Clear)

  • [Your Company Name] | $72k MRR (+8% MoM) | B2B SaaS
  • Solving [Churn Problem] for [Customer Type] companies
  • AI for E-commerce Logistics - Zero paid ad growth
🤝 Warm Outreach Template
The goal is to leverage your mutual connection's trust. The 'forwardable blurb' is the most critical part—it should be data-driven and easy for your connection to send.
Subject: Intro: [Your Name] // [Your Company Name]

Hi [Investor Name],

Our mutual connection, [Mutual Connection's Name], suggested I get in touch with you.

I'm the founder of [Your Company Name], where we are building [one-sentence, compelling description of your company]. We've seen some strong early momentum and in the last six months have:

- [Data Point 1 - e.g., Grown to $XX,000 in Monthly Recurring Revenue]
- [Data Point 2 - e.g., Signed marquee customers like [Customer A] and [Customer B]]

I know you're focused on [Investor's industry or thesis], and I have a brief deck I can share that outlines our vision.

Would you be open to a 15-minute call next week?

Best,
🧊 Cold Outreach Template
This must be extremely concise and powerful to break through the noise. It leads with a KPI snapshot to immediately establish credibility and spark interest.
Subject: [Your Company Name] | $72k MRR (+8% MoM) | B2B SaaS

Hi [Investor Name],

I saw your recent post on the challenges of vertical AI and it resonated.

I'm the founder of [Your Company Name]. We help B2B SaaS companies reduce churn using predictive AI.

Our key metrics:
- MRR: $72k (+8% MoM)
- Key Milestone: Just closed our first enterprise deal with ABC Company.
- Traction: Grew to this point with zero paid ad spend.

Are you open to a 15-minute call next week to see if this aligns with your thesis?

Best,

[Your Name]
Founder, [Your Company Name]
[yourwebsite.com]