Lesson 02 · Find investors Discovery tools Recommended process Go deeper into Investor Search and its filters →
Investor Discovery
Start with the founder’s stage, sector, geography, round size, and investor preferences. Metal uses this company context to surface investors that are more likely to fit.
Four ways to build the investor list
- AI SearchSearch using the company and round criteria that matter most.
- New FundsFind recently launched funds that may be actively deploying capital.
- Market SignalsUse current activity to uncover investors worth reviewing.
- Similar CompaniesSee who has invested in companies related to the founder’s business.
Build the first list
- Open Investor SearchStart in the Investor Search area after the founder’s company and fundraising settings are complete.
- Choose a search methodUse the global search bar to describe the ideal investor in natural language, or set precision filters for stage, sector, geography, cheque size, and activity.
- Open an investor cardReview the full Investor Profile, including investments, thesis, valuation ranges, lead or follow behaviour, and introduction pathways.
- Add the investor to a pipelineSelect Add to Pipeline and choose an initial stage such as Identified, Researching, or Outreach Pending.