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Your first message to an Investor does not need to tell your entire story.

Its purpose is to introduce yourself, briefly explain your business or investment opportunity, establish why you are reaching out, and create an opportunity for further conversation.

Before sending any template below, personalize it based on the Investor’s Profile and investment interests.

Template #1 — Professional & Direct Introduction

Best for: Making an initial connection with an Investor whose interests appear to align with your business.

Subject/Opening: Investment Opportunity – [Company Name]

Hello [Investor Name],

My name is [Your Name], and I am the [Founder/CEO/Title] of [Company Name], a [brief description of your company and what it does].

We are currently [briefly describe your stage of business growth] and seeking approximately [$ Amount] in investment capital to [briefly explain how the capital will be used].

After reviewing your Link2Investors Profile and seeing your interest in [Industry/Investment Area], I thought our business might be worth introducing.

If our opportunity aligns with what you are currently considering, I would welcome an opportunity to connect and provide additional information.

Thank you,

[Your Name]
[Title]
[Company Name]

Template #2 — Relationship-First Introduction

Best for: When you want to establish a professional connection before immediately discussing a specific investment request.

Hello [Investor Name],

I came across your Profile on Link2Investors and noticed your background and interest in [Industry/Investment Area].

I am the [Founder/CEO/Title] of [Company Name], where we [one-sentence description of what the company does].

Based on the investment interests identified on your Profile, I thought there could be value in connecting and learning more about the types of opportunities you are currently interested in considering.

I would be pleased to introduce our company and also learn more about your investment criteria.

I look forward to connecting.

[Your Name]
[Title]
[Company Name]

Template #3 — Specific Investment Opportunity

Best for: When you have a clearly defined capital raise and believe the Investor may be a strong match.

Hello [Investor Name],

I am reaching out regarding a potential investment opportunity with [Company Name].

We are a [Industry/Type of Business] company that [brief description of product/service and customer problem being addressed].

We are currently seeking [$ Amount] in [Seed/Growth/Expansion/Other] capital to support [2–3 primary uses of funds].

A few highlights of the opportunity include:

• Business: [Brief description]
• Market: [Target market/customer]
• Current Stage: [Pre-Revenue/Revenue-Generating/Growth/Expansion/etc.]
• Capital Sought: [$ Amount]
• Use of Funds: [Brief description]

After reviewing your Link2Investors Profile, particularly your interest in [relevant investment preference], I thought this opportunity might warrant an introduction.

If there appears to be a potential fit, I would be happy to provide additional information and discuss the opportunity with you.

Thank you for your consideration.

[Your Name]
[Title]
[Company Name]

How to Personalize Your Message

Templates should be a starting point—not a substitute for personalization.

Before sending your message, identify at least one reason you selected that particular Investor.

For example:

“I noticed that your Profile identifies Healthcare Technology as an area of investment interest.”

Or:

“Your experience investing in early-stage consumer businesses is what prompted me to reach out.”

Or:

“I noticed that you are interested in opportunities located in the Southwest, and our company is headquartered in Las Vegas.”

This immediately demonstrates that you reviewed the Investor’s Profile rather than sending the same message indiscriminately.

Keep Your First Message Concise

Your introductory message should generally provide enough information for the Investor to answer:

Who is contacting me?

What does the company do?

What are they seeking?

Why did they contact me?

What do they want me to do next?

You can provide more detailed information after the Investor expresses interest.

What NOT to Put in Your First Message

Avoid overwhelming a new connection with:

• Your entire Business Plan
• Extremely long company histories
• Multiple large attachments
• Highly confidential information
• Bank account information
• Proprietary information that does not need to be disclosed initially
• Unsupported financial claims
• Guaranteed investment returns
• Artificial pressure or deadlines

Your objective is to start the conversation, not complete the entire investment process in one message.

If the Investor Responds With Interest

Your next response might be:

Hello [Investor Name],

Thank you for your response and interest in learning more about [Company Name].

I would be happy to provide additional information about our business and investment opportunity.

I can share our [Pitch Deck/Executive Summary/Business Plan/Financial Projections or other applicable materials] and would also welcome an opportunity to schedule a conversation to answer any questions you may have.

Please let me know what additional information would be most helpful.

Thank you,

[Your Name]

If You Don’t Receive a Response

Wait approximately 5–7 days before sending a brief follow-up.

For example:

Hello [Investor Name],

I wanted to briefly follow up on my previous message regarding [Company Name].

I understand you may have a busy schedule, but I wanted to see whether our opportunity might fit your current investment interests.

If so, I would be happy to provide additional information.

Thank you,

[Your Name]

If there is still no response, you may consider one final courteous follow-up approximately 7–10 days later.

Avoid repeatedly messaging an Investor who has not responded.

Before You Click “Send”

• I reviewed the Investor’s Profile.
• There appears to be a reasonable potential match.
• I addressed the Investor by name.
• I introduced myself and my company.
• I clearly explained what my business does.
• I identified my capital request, when applicable.
• I explained why I contacted this particular Investor.
• I kept the message concise.
• I avoided unsupported or exaggerated claims.
• I included a clear invitation to continue the conversation.
• I proofread the message before sending it.

Remember

A strong Investor introduction is not about writing the longest message.

It is about giving the right Investor enough relevant information to want to learn more.

Be concise. Be specific. Be professional. Be personal.

Then allow the relationship to develop through the Link2Investors Community.

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