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Lesson 04 · Build investor access

Accessing Investors

Metal helps founders find credible paths to target investors. The goal is to choose the strongest connector and make a clear, easy-to-forward introduction request.

Access routes

Three routes to an introduction

01

Portfolio founders

Find founders who have already raised from the target investor and may be able to introduce the company.

02

Existing investors

Use current backers and their co-investor networks to create a credible path to new investors.

03

Network paths

Use connected relationship data to identify relevant mutual contacts and possible routes to the investor.

Next action

Turn the path into a meeting

  1. Open the target Investor ProfileGo to Access → Portfolio Founders to see founders connected to that investor.
  2. Filter through current backersSelect existing investors to find portfolio founders who can be reached through the founder’s current investor network.
  3. Review other pathsUse the Access area and connected network data to check mutual contacts and other introduction routes.
  4. Track the requestRecord the connector, introduction request, response, and next action in the pipeline.
Go deeper into investor access paths →