BUILD YOUR INVESTOR LIST – OpenVC Help Docs

PREPARE YOUR RAISE
- Sign up to OpenVC
- Complete the checklist
- Upload your pitch deck
- Invite your team
- Craft your email template
- Add a scheduling link
- Set up your email client
- Whitelist OpenVC
- Take the Fundability test
- Get OpenVC Premium
BUILD YOUR INVESTOR LIST
- Filter the right investors
- Build your shortlist
- Add external investors
- What is a “Verified” investor?
- What is a “Non-Verified” investor?
SEND COLD EMAILS
- Reaching out to investors
- Outreach limits
- Outreach screening
- What do investors see when I submit a deck?
- What is “Submit later”?
- An investor profile is incorrect
- An investor email is invalid
- Edit your deck or email
FIND WARM INTROS
- Finding warm intros
- Set up the Intro Finder
- I have “No intro found”
- Optimize the Intro Finder
- Find intros outside OpenVC
- Advanced network search
GET INVESTOR INBOUND
- Getting investor inbound
MANAGE YOUR RAISE
- Master the OpenVC CRM
- Track your outreach
- Follow up with investors
- Delete a pitch deck
- Export your CRM data
- Check your Dashboard
- Learn how to raise
ACCOUNT & BILLING
- Export your OpenVC data
- Change or reset your password
- Change your email address
- Change your startup name
- Edit your startup info
- Invite your team
- Upgrade to Premium
- My Premium upgrade didn't work
- Access your invoices
- Cancel your subscription
- Contact us
- Frequently Asked Questions
DATA, PRIVACY, SAFETY
- Do you resell my data?
- Who can access my OpenVC data?
- When I upload a deck, is it shared with investors?
- Is there a public "company page" where investors can see my startup?
- What about data privacy with OpenFlow?
- What about data privacy with the AI deck screening?
- What about data privacy with the Intro Finder?
- Can I trust the investors on OpenVC?
- Do you run KYC/AML on the investors?
- Delete your OpenVC account
- Report an investor
FOR INVESTORS
- Sign up as an investor
- Source startups
- Find LPs for your fund
- Remove team members
More

Filter the right investors

Find investors who match your stage, sector, geography, and check size.

Build your shortlist

Save your top investor matches directly in your CRM.

Add external investors

Import investors from outside OpenVC and centralize your whole raise.

What is a “Verified” investor?

Understand how Verified investors are vetted.

What is a “Non-Verified” investor?

See how to identify and engage with Non-Verified investors.