Draft investor outreach with a specific reason to connect
Prepare a short introduction around an investor’s stated interests and a verifiable company proof point. Produce drafts for review, including a forwardable introduction or a follow-up when relevant.
How this works
Prepare a short introduction around an investor’s stated interests and a verifiable company proof point. Produce drafts for review, including a forwardable introduction or a follow-up when relevant. Use this to prepare a concise introduction based on a recipient's stated investment interests and one verified company proof point. Personalization should explain a real fit rather than imply a relationship or interest that does not exist.
Research current professional investment focus from primary public material or permitted records, match it to approved company facts, and draft one clear request. Keep forwardable introductions and follow-ups tied to actual context and new information. All messages remain drafts until sending is explicitly authorized.
Before you start
Approved company facts
Select verified traction or product evidence that may be shared.
Recipient context
Use current stated focus, stage and relevant prior interaction.
Outreach purpose
Confirm the requested meeting, introduction or follow-up and available materials.
Prepare the inputs
- recipient
- Required
verified professional identity and contact source
Do not guess email addresses or conflate similarly named people.
- investment_focus
- Required
source-backed stage, sector and geography
Record source date and unknown criteria.
- company_proof
- Required
claim, metric definition, period and evidence
Use only approved, substantiated statements.
- relationship_history
- Required
prior contact and promised follow-ups
Do not invent familiarity or prior agreement.
Implementation, step by step
Verify recipient fit
- Read relevant current professional sources and identify the stated investment criteria.
- Separate known focus from inferred possible interest.
Checkpoint: A short fit note cites its evidence.
Choose the proof point
- Select one company fact that directly relates to the recipient's focus.
- Check its definition and sharing approval rather than using the largest unsupported number.
Checkpoint: The message has a defensible reason to connect.
Draft the introduction
- Write a short context sentence, proof point and one specific request.
- Use natural language and avoid fabricated praise or implied endorsements.
Checkpoint: A concise draft fits the requested channel.
Adapt the format
- Prepare a forwardable introduction or follow-up only when the relationship context supports it.
- For follow-ups, add new information or answer a promised question rather than manufacture urgency.
Checkpoint: Each variant has a clear purpose.
Review facts and state
- Check recipient details, claims, attachments and the proposed ask.
- Record draft status and send only if that exact action is authorized.
Checkpoint: The owner can review a concrete message.
Decisions along the way
Investment criteria are unclear
Use a modest exploratory draft or flag insufficient fit evidence.
No new follow-up information
Avoid pretending there is an update; draft a simple check-in only if requested.
Proof point is confidential
Choose an approved alternative or leave it out.
What you will produce
investor-outreach-drafts.md
MarkdownReviewable messages grounded in approved facts.
Include: recipient · fit_reason · subject · body · ask · status
outreach-evidence.csv
CSVA small provenance record supporting personalization.
Include: recipient · focus_source · proof_source · unknowns
Check the result
- Verify recipient identity and current professional role.
- Trace the fit claim and proof point to evidence.
- Confirm no prior relationship or endorsement was invented.
- Check there is one clear request and no unauthorized attachment.
When something goes wrong
Public focus information is stale
Mark uncertainty and seek a current source before asserting fit.
Company metric changes
Refresh the proof point and all dependent drafts.
Delivery status is unknown after authorized sending
Check message history before retrying.
A worked example
SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT
Request
Synthetic: draft an introduction to a seed investor.
Inputs
Public focus states B2B workflow software at seed stage. Approved company fact: ten paying teams as of 30 June. There has been no prior contact.
Expected result
Synthetic result: mention the shared B2B workflow focus and ten paying teams with the correct period, then ask for a short introductory call. Do not claim the recipient already expressed interest.
Run a small pilot
Start small
Prepare a small reviewed set for recipients with explicit public criteria.
Record the baseline
Record research time and factual or fit corrections.
Agree success criteria
Agree personalization quality and claim accuracy before preparing a larger set.
Stop or revise
Stop drafting when recipient identity or approved proof points cannot be verified.
Keep the scope clear
- Researching professional fit does not authorize sending messages.
- The workflow cannot establish investor interest, endorsement or likelihood of funding.
Check before using
Verify recipient details and claims. Approve each message before sending; the workflow does not establish investor interest.
Business activities
- Raise capital or evaluate investments
FROM A RECIPE TO YOUR WORKFLOW
Bring the company context together.
This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.
For this recipe: Investor interests and relevant public work · Verified company facts and the desired next step
Start with one recurring task, agree which sources to use, and review the first result with your team.
Discuss this workflow