Investor Profiles & Mandates

Hey there,

Welcome to Capital Growth Partners newsletter. It is approximately a 4-minute read.

In today's newsletter, we are going to the different types of investment profiles and the best ways to reach them (link)

We are going to go over…

1. Accredited retail 

2. Angels Incubators

3. Venture Capital

4. Private Equity

5. Family offices

6. Funds

Actionable Tip

Building a relationship requires you to first connect with that person.

Use the outreach as your ‘TOF’ (top of the funnel) or first point of contact where you then turn that into a meaningful and lifelong relationship.

We do that across multiple clients campaigns and every campaign later we have new investors we can reach back out to.

Best Link

👁 Use this software to write newsletters to your investors (link)

💰 Use this to automate Linkedin outreach (link)

✔ Find investors using this platform (link)

⭐ Investor Type Matrix (link)

💵 Use this software to send massive volume of emails (link)

Accredited Retail

Anyone who made over 200k over the last 2 years or has a 1M + net worth(excluding primary residence) falls into this bucket. This target profile typically isn’t listed in data platforms like PB and Crunchbase and requires a more fragmented data broker who is connected. You can reach these people on a large scale through facebook advertising once you get a reg D approval. Their investment size is almost always moderate in size (under 100K) and prefer some evidence of market fit.

Angels / Incubators

These players are often the first outside investors (NOT FRIENDS AND FAMILY). They look for value and growth potential with extreme emphasis on team potential and vision. They don’t necessarily need product market fit but are looking for a clear path. Checks sizes are often under 500k and they invest based on personal conviction over market sentiments. They often specialize in specific sectors. The best way to read out to these groups is through Linkedin and email.

Venture Capital

VC’s are market driven and always look for high growth potential with companies that have shown some traction in already raising capital. They want experienced founders and need validation of product market fit. You’ll need to match their mandate and are looking for a 5-10 year exit at 100x+. The best way to read out to these groups is through linkedin and email.

Private Equity

Buyouts and recapitalization for established companies are their main deal types and often they look for a controlling stake. They are willing to pay for an established business with stable cashflow and expect a very strong management team in place. Product Market Fit goes without saying and most PE have broad mandates and are not industry specific. Their interest in clear & profitable exits. The best way to read out to these groups is through Linkedin and email.

Family Offices

Alternative assets, equity, real estate and much more. If your deal is exotic this is the best place to go because of their flexible mandates. They look for reasonable valuations with wealth preservation in mind. The amount of capital you have already raised doesn’t matter to them and they are interested in a strong management team or in companies where there is a connection to their family. Their investment horizon is usually much longer than any previous group mentioned. The best way to read out to these groups is through Linkedin and email.

Funds  

Later stage, PRE IPO, or public companies are the profiles they work with. These groups also provide private placement and are often looking for undervalued companies. They expect an established management team with significant raised capital. The best way to read out to these groups is through Linkedin and email.

How I Can Help You

If you like this newsletter and want to work with me, there are a few ways we can do so:

1. You can book a meeting to work with my firm, Capital Growth Partners (link)

2. You can send me referrals to this newsletter by sending this (link) 

You can invest in great prospective companies by booking here (link)