One of the most powerful ways to get a deal done is through a Warm Introduction. When someone you know connects you with a new contact, leveraging their relationship to create a more favorable first impression. We make this easier, and more scalable by helping you identify and activate Introduction Pathways.
Navigate over to your Investor CRM and click on Add Investor.
2. Click on Add Path in the Introduction Paths section. Make sure to fill out any additional information about the investor.
3. Add your Introduction Path.
You can add as many paths as needed. Deals don’t just happen because of cold emails. They happen because of trust. Our Introduction Pathways help you build a map of trust, one connection at a time, so you’re never reaching out blindly.