Once the right investors have been identified, help the founder create enough high-quality investor conversations.Strong fundraising materials and clear introduction messages should be ready before asking connectors for help.
Access works when the founder’s materials are strong enough for a connector to forward and for an investor to accept the meeting.
After identifying the right investors, founders need enough relevant investor calls to build momentum. The method may change based on the fundraising stage, but strong round materials matter at every stage because they improve conversion throughout the fundraising process.When the pitch deck, company positioning, and introduction message stand out, connectors are more willing to forward the opportunity and investors are more willing to accept the first call.Founders often assume they lack access when the actual problem is that their materials are not yet compelling enough to share.
The reseller should adapt the access strategy to the founder’s fundraising stage.
Pre-Seed
Start with applicationsApply broadly to accelerators and pre-seed funds that accept direct submissions. Warm introductions can help, but they are not always required.
Seed
Prioritize founder introductionsLook for founders who previously raised from the target investor and can provide a credible introduction.
Series A and Beyond
Work through trusted networksUse founder, operator, and industry relationships to reach investors through relevant mutual connections.
Metal helps founders identify people within their network who may provide a path to a target investor.By connecting LinkedIn and Gmail, Metal can surface relevant founders, operators, and other contacts who may be able to make an introduction.The reseller can then help the founder prioritize the strongest paths and prepare clear introduction requests.
Go to Settings → Network and connect both data sources so Metal can identify useful paths to investors.
2
Identify the strongest connectors
Use Metal’s relationship intelligence to prioritize founders who previously raised from the investor, followed by operators and industry contacts who know them.
3
Prepare introduction requests
Use Metal’s in-app agent to identify relevant VC-backed founders and prepare concise introduction drafts for the founder to review.
4
Build weekly calendar density
Track which introductions have been requested, accepted, and converted into investor meetings.
Advisors can also use the Metal MCP to identify LinkedIn mutual connections for partners at an investment firm and prepare introduction drafts.
The founder should leave with:
Prioritized Connectors
A focused list of people who can provide the strongest paths to relevant investors.
Clear Introduction Requests
Short and relevant messages that connectors can easily understand and forward.
More Investor Meetings
A repeatable process for turning investor research and network connections into meetings.