A broad portfolio is a must for investors. They’ll want to hone in on certain sectors, but also have enough deals to look over to allow them to build a portfolio and minimize risk.

Where offline events would put your investor network in front of a select number of deals, an online approach opens the door to an entire ‘dating pool.’ 

With access to an entire pool of opportunities, how do you grab their attention? 

Find a platform that allows you to add all the information investors would need to a deal profile – traction, team, supporting financials, valuations. 

Make sure it’s all there before presenting deals to investors and update that information regularly.

A second issue for investors in the traditional model is ready access to information on deals. After taking part in offline pitch events, investors are only left with a brochure and a short pitch to go by.

It’s hard to make a decision on a company on the spot, so investment relations managers need to be proactive in asking investors what caught their eye.

Choose a digital platform that provides advanced filtering options as well as smart matching to allow investors to easily zero in on those opportunities which are most suited to their preferences.
Like a dating app, an online investment platform allows for smoother communication and the ability to ask and answer questions and quickly update information in real time.

Previously reliant on pitching events that feature only a handful of companies, investors know that showing interest in a deal will result in a lot of conversations they may not be prepared to have.
If they want more information on a deal, they have to contact the network or company directly and be bombarded with follow up calls.
As a result, many will walk away unless they’re 100% sure they want to invest the time and effort in a company.

With a digital platform, they can start looking into a deal without having to proclaim their interest. They can go online at their leisure, read about the opportunity and interrogate the companies’ business plans. They can then go on to ‘follow’ deals as companies post updates.

Online platforms will allow you to see which deals they’ve visited and which they’re following, and want more information on.

We built our network platform, Envestry, with these features in mind. We know that peeking investors’ interest in your companies is a difficult job, so we’ve built a tool that does the job for you.