How it works

How Rupert runs investor outreach.

Three stages: investor research and targeting, personalized outreach you approve, and follow-up. You own every investor relationship.

Step 1

Discovery & Strategy

Map the raise and research the investors who fit before a message is written.

Two people in conversation across a table, a notebook open between them

  1. Understand the Raise

    It starts with a direct conversation with Dori : the company, the story, the round, traction, and what has already been tried. The point is to see what makes the company fundable and where investor outreach should concentrate.

  2. Build the Investor Universe

    Rupert builds a target list from its proprietary investor database , filtered by thesis, stage, sector, geography, check size, and mandate. Names are chosen for fit with this company and this raise.

  3. Develop the Strategy

    Positioning, investor segments, and messaging are set around the company and the raise before any outreach is written. A seed-stage fund and a family office are different conversations, and the strategy treats them that way.

Step 2

Campaign Launch

Write personalized outreach, get your approval, then run the campaign and the follow-up.

A printed investor outreach list on a desk, a few names already marked

  1. Craft the Outreach

    Messages are written for your company and tailored to each investor audience: the proof points and the follow-ups that match how that investor decides. This is not one sequence with the company name swapped in.

  2. Review & Approve

    You review the strategy, the target list, and the messaging before anything is sent. Nothing goes out without your approval. Rupert does the work; you decide how the company is presented.

  3. Launch & Follow Up

    Once you approve it, Rupert runs the campaign and the follow-up. Sequencing and timing sit with Rupert. Replies come to you, and the investor relationships stay yours.

Step 3

Meetings & Momentum

Turn replies into the right conversations. You own every investor relationship.

Two people at a small table with papers, in a working conversation

  1. Qualify the Interest

    Every response is visible to you. Rupert helps sort real interest from noise so time goes to the conversations that fit the raise.

  2. Prepare for Meetings

    When a meeting is worth taking, the story is sharpened for that investor: likely questions, the proof points that matter, and what their mandate suggests they will ask.

  3. Manage the Process

    Rupert stays on follow-ups and next steps so the process keeps moving. Investor relationships remain yours. Dori can help manage the process without sitting between you and the investor.

Request a Discovery Call

Spend your time on the company. Rupert can run the outreach.

30 minutes with Dori to understand your raise, explain how Rupert works, and determine whether it is a fit.

Request a Discovery Call