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Investor Intelligence Audit
A ranked, enriched view of your own network inside a week.
A one-week audit of the contacts you already hold, across inboxes, exports and your CRM, enriched with outside signal and scored against your thesis. You receive a ranked shortlist per persona, the reasoning behind each score, and a plan for the platform if one is warranted.
Discuss this engagementWho this is for
- Founders and fund managers preparing a raise
- Investor-relations leads with contacts spread across people and tools
- Advisors who need a defensible starting list
The situation
Every fundraise starts from a network that already exists, spread across an inbox, a handful of spreadsheets, old CRM exports and the private notes of whoever raised money before. Nobody has pulled it into one place, and nobody has scored it against what this round actually needs. Fit gets judged from memory: who was warm a while back, who replied to a cold message once, who a board member mentioned in passing.
Outreach then runs on instinct rather than evidence. Messages go out to the names that come to mind first, not the names most likely to convert, and there is no record of why any name was chosen over another. A strong match can sit unopened in a spreadsheet nobody reopened. Without a system to catch it, the good matches move at the same pace as everyone else.
What changes
At the end of the week you hold a ranked shortlist for each persona in the raise, not one undifferentiated list of contacts. Every name on it carries the reasoning behind its score, so the shortlist reads as a case rather than a guess. Outreach can start from evidence instead of memory.
The audit does not just rank your network. It tells you whether the network you have can carry the round you are planning.
You also leave with a straight answer on the platform question. If the network is thin, or the scoring shows a gap in a particular persona, that is worth knowing before you commit to building anything further. If it is strong, the audit becomes the starting data for the platform rather than a one-off exercise that ages the day it is delivered.
How it runs
- 01
Agree personas and thesis
- 02
Consolidate exports into one de-duplicated set
- 03
Enrich and score against the model you approved
- 04
Review the top lists together and adjust the weights
- 05
Deliver the report and the recommendation
The scoping call sets the thesis once, in writing, so scoring stays consistent across every contact reviewed that week. Nothing in your CRM or inbox is changed; the audit reads and reports.
What you receive
You receive the ranked list for each persona, the scoring model itself so you can see exactly how each score was reached, and a read on the quality of the data you started with: how much was missing, duplicated or stale. None of it is a black box.
The report ends with a plain recommendation: build the platform now, wait, or treat this as a one-time exercise. That call is yours, made with a full account of what the model found rather than a pitch for the next phase.
More than five enrichment and scoring pipelines in production
More than twenty-five documented engineering patterns reused across client work
The engagement
- Format
- Exports from your inbox, CRM and network files, one scoping call, a written report with ranked lists and scoring rationale
- Duration
- One week
- Typical range
- Engagements in this shape typically run one week and $3,500 to $7,500.
- What we need from you
- Contact exports or read access to the CRM
- A one-page description of who you want to reach and why
- One hour to review the scoring model before it runs
- Continues as
- Investor Scoring Platform
Related work
Investor Intelligence
Investor Intelligence
A private intelligence layer for organizing organizations, contacts, introducers, scoring, enrichment, and campaign activity.
Investor Intelligence
Radar
An investor relations platform for consolidating, enriching, scoring, and managing prospective investors for Geoship's fundraising work.
Digital Marketing
Alistair Langer
From Email Migration to Full-Spectrum Business Partnership
More in Investor Intelligence
- BuildContact Enrichment and ConsolidationOne clean, enriched contact set from every place your relationships currently live.Two to three weeks
- BuildCRM Sync and Pipeline AnalyticsYour platform and your CRM finally agree, and the pipeline shows real velocity.One to two weeks
- BuildInvestor Scoring PlatformA living system that scores, refreshes and explains every prospect in your pipeline.Three to six weeks
Questions
What do you enrich contacts with?
We enrich each contact with firmographics, role changes, public signals of intent and warm paths into your network, drawn from sources we run at cost. You see exactly what was added to a record and where it came from. Nothing is inferred without a source behind it.
Is our data safe?
Your data is processed in an isolated environment built for this engagement alone. At the end, it is deleted or handed back to you, and it is never used on anyone else's work. The scoping call covers exactly what access we need and for how long.
Do we need a CRM first?
No. Exports from your inbox and network files are enough to start, and the audit itself tells you whether a system is worth building at all. Sometimes the honest answer is not yet, and that is a useful finding on its own.
What if the shortlist is short?
Then that is the finding. A short list means the network in hand does not yet support the raise you are planning, and knowing that now saves you a stretch of outreach that would not have converted. It also points to where the gap actually is.
A conversation first, then a written scope.
Discuss this engagement