Getting Started on Link2Investors

Guide · Approximately 10-Minute Read

Profile best practices, verification tips, and how to use connections effectively.


Welcome to Link2Investors.com, an all-in-one online matching platform designed to connect Entrepreneurs with Investors while also providing direct access to Service Professionals who offer business support services.

Whether you are looking for capital, seeking investment opportunities, or providing professional services to businesses, this guide will help you get started.

1. Choose the Profile That Best Describes You

Link2Investors is built around three primary member types:

Entrepreneurs

Entrepreneurs can create profiles to introduce themselves and their businesses, share investment opportunities, search for Investors, connect with other members, and hire Service Professionals who can help them start or grow their businesses.

Investors

Investors can create profiles describing their investment interests and explore Entrepreneurs and investment opportunities that may fit what they are looking for.

Service Professionals

Service Professionals can showcase the business services they provide and connect with Entrepreneurs who may need assistance.

Current Service Professional categories include:

  • Accountant / CPA
  • Attorney
  • Bookkeeper
  • Business Coach
  • Business Plan Writer
  • Executive Summary Writer
  • Financial Statements / Pro Forma Specialist
  • Grant Writer
  • Graphic Design (Logos & Branding)
  • Marketing & Advertising
  • Pitch Deck Specialist
  • Social Media Marketing
  • Trademark Attorney
  • Website Design & Maintenance
  • Other

2. Create Your Account

Start by registering for your Link2Investors account and confirming your email address.

When registering, make sure the information you provide is accurate and current. Your profile is often another member’s first introduction to you, your business, or your professional services.

After registration, complete the Profile Creation process applicable to your membership type.

3. Build a Strong Profile

A complete profile helps other Link2Investors members understand who you are and why they may want to connect with you.

Entrepreneurs Should Clearly Explain:

  • Who you are
  • What your business does
  • Your industry or market
  • The stage of your business
  • The investment opportunity, when applicable
  • What you are seeking from Investors
  • The business support services you may need

Keep your description clear, professional, and specific. Investors should be able to quickly understand your business and why you are using Link2Investors.

Investors Should Clearly Explain:

  • Your professional background
  • Your investment interests
  • Industries or opportunities of interest
  • Your geographic preferences, when applicable
  • The types of Entrepreneurs or opportunities you are interested in meeting

Investors may also provide a LinkedIn Profile to assist Link2Investors with verifying their professional identity and background.

Service Professionals Should Clearly Explain:

  • The services you provide
  • Your professional experience
  • The types of clients you serve
  • Your areas of specialization
  • How your services can help Entrepreneurs start, fund, operate, or grow their businesses

4. Verification & Building Trust

Trust is an important part of the Link2Investors community.

Members should provide truthful and accurate information when creating their accounts and profiles.

For Investors, Link2Investors may provide additional verification opportunities designed to give Entrepreneurs greater confidence when deciding whom to connect with.

Investor profiles may display trust and verification indicators such as:

✓ Identity Verified

✓ Background Check Completed

A Background Check may be offered as an additional verification option.

Investors may also have an opportunity to confidentially provide additional information to Link2Investors to assist with verifying their identity, professional background, or legitimacy as an Investor.

Information submitted specifically for confidential verification purposes will not be displayed on the Investor’s public profile or shared with Entrepreneurs.

Important: Verification indicators should not be interpreted as a guarantee that an Investor will make an investment, has a particular level of financial resources, or is appropriate for a particular investment opportunity.

5. Explore the Link2Investors Community

Once your Profile Page is approved, begin exploring the platform and connecting with other members.

Depending upon your profile and membership type, Link2Investors is designed to help members discover:

Entrepreneurs → Investors

Investors → Entrepreneurs & Investment Opportunities

Entrepreneurs → Service Professionals

Take time to review profiles before initiating a connection. A smaller number of well-matched connections can be more valuable than contacting members without considering whether there is a potential fit.

6. Use Connections Effectively

When you identify someone you would like to meet, your first communication should be professional and personalized.

Before reaching out:

  1. Review the member’s profile.
  2. Determine why there may be a good fit.
  3. Introduce yourself.
  4. Explain why you are reaching out.
  5. Keep your initial message concise.
  6. Give the other member an opportunity to respond before sending repeated messages.

Avoid sending the exact same generic message to large numbers of members.

The objective should be to begin a meaningful business conversation.

7. Instant Messaging & Member Interaction

Link2Investors allows members to communicate and interact within the Link2Investors community.

Entrepreneurs can use these interactions to introduce their businesses and investment opportunities.

Investors can communicate with Entrepreneurs to learn more about opportunities that interest them.

Service Professionals can interact with Entrepreneurs regarding potential business-support needs.

Use professional judgment when communicating and avoid immediately sharing highly confidential business, financial, or personal information with someone you have just met.

8. Sharing & Exploring Investment Opportunities

One of the primary purposes of Link2Investors is to give Entrepreneurs greater access to capital while simultaneously providing Investors with access to a wide range of investment opportunities.

Entrepreneurs should make their opportunities as clear and informative as possible.

Investors should independently review opportunities and determine whether additional conversations or due diligence are appropriate.

Link2Investors facilitates connections between members. The presence of an Entrepreneur, Investor, business, or investment opportunity on the platform should not be interpreted as an endorsement, recommendation, or guarantee of an investment or investment outcome by Link2Investors.

9. Hiring Service Professionals

Entrepreneurs may also use Link2Investors to locate professionals who can provide services needed to start, strengthen, fund, operate, or grow a business.

These services may include Business Coaching, Business Plans, Pitch Decks, Financial Statements/Pro Formas, Accounting, Bookkeeping, Legal Services, Grant Writing, Marketing, Graphic Design, Social Media Marketing, Website Design & Maintenance, and other business services.

When hiring a Service Professional, clearly describe the work you need completed and review the professional’s profile and qualifications before making a selection.

10. Protect Yourself and Use Good Judgment

Link2Investors is designed to facilitate business connections, but every member remains responsible for exercising appropriate judgment and conducting their own due diligence.

Be cautious if someone:

  • Pressures you to make an immediate financial decision.
  • Requests unusual payments or sensitive financial information.
  • Provides information that appears inconsistent or misleading.
  • Refuses reasonable identity or business verification.
  • Attempts to move a conversation into suspicious or inappropriate activity.
  • Makes investment promises or guarantees that appear unrealistic.

If something does not appear legitimate, do not proceed with the transaction or relationship.

11. Make the Most of Link2Investors

The quality of your experience begins with the quality of your profile and the relationships you build.

Entrepreneurs: Present your business professionally and focus on finding Investors whose interests align with your opportunity.

Investors: Clearly communicate your investment interests so Entrepreneurs can better understand whether their opportunities may be appropriate for you.

Service Professionals: Clearly demonstrate how your expertise can help Entrepreneurs solve problems and achieve their business objectives.

And for everyone:

Complete your profile. Build trust. Explore opportunities. Make meaningful connections.

Welcome to the Link2Investors Community!

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