Help Center
How can we help?
Step-by-step guides for setting up your raise, finding matched investors, and managing your credits.
Getting started
- What is HeyInvest?HeyInvest helps you find the right investors for your fundraise.
- Create an account and sign inNew accounts start with a 7-day free trial that includes 100 credits. No credit card is needed to sign up.
- Set up your first raiseRight after you sign up, HeyInvest walks you through Raise setup. It takes a couple of minutes and ends with your first list of matched investors.
- Finding your way aroundThe left sidebar is how you move around HeyInvest. It's grouped into five sections.
Raises
- What is a raise?A raise is a fundraise you're running: for example, "Acme's $3M seed round" or "a $10M multifamily fund." Everything in HeyInvest is built around your raises. When HeyInvest matches investors, it matches them to a specific raise.
- Managing your raisesGo to Raises in the sidebar to see every raise in your workspace. The header shows how many are active, draft, and closed, and which plan you're on.
Investors and matching
- Generate investor matchesMatch Runs is where you describe a raise and get back a ranked list of investors who fit it. Generating matches is free. It doesn't use any credits.
- Understanding match scoresEvery matched investor gets a match strength (High, Medium, or Low) and, in most places, a score out of 100 with a short reason.
- Browse and filter investorsThe Investors page lets you explore the full HeyInvest investor database, not just your matches. Browsing, searching, and viewing profiles are free.
- Reading an investor profileClick any investor's name to open their profile. Profiles are free to view. Only contact details cost credits.
- Unlock an investor's contact detailsInvestor profiles are free to view. To see how to contact an investor, you unlock their email or phone number using credits.
- Browse companiesThe Companies page lists the companies that investors on HeyInvest have backed, with their funding, stage, and investors. Use it to research who invested in companies like yours. Browsing is free.
HeyIntro
- What is HeyIntro?HeyIntro finds investors in your LinkedIn network, up to 3rd degree, and helps you reach them through people you both know.
- Connect LinkedIn to HeyIntroHeyIntro needs your LinkedIn account to find the investors you know and to send messages for you. Messages always go out from your own LinkedIn account.
- Find and reach investors in your networkNetwork lists every investor HeyIntro found in your LinkedIn network.
- Track outreach and set up automationsHeyIntro → Outreach shows everyone you've contacted through HeyIntro.
- HeyIntro settings, limits, and privacyGo to HeyIntro → Settings.
Email outreach
- Connect a mailboxHeyInvest sends email campaigns from your own Gmail or Google Workspace account. Investors see the email coming from you, and their replies land in your Gmail as usual.
- Send an email campaign to investorsA campaign emails a list of investors from your own mailbox, with automatic follow-ups for anyone who doesn't reply. Sending emails doesn't use credits. The only cost is unlocking investor emails you don't have yet (1 credit each).
Pipeline and lists
- Track investors on your pipelineThe Pipeline board tracks each investor from first contact to commitment. Each active raise has its own board. Using the pipeline is free.
- Import your own investor listBYO Lists ("bring your own") let you upload investors you already know. HeyInvest matches them against its database and scores how well each one fits your raises. Importing is free.
Billing and credits
- How credits workHeyInvest uses credits for one thing: revealing how to contact an investor. Everything else is free.
- Plans and the free trialEvery workspace starts with a free 7-day trial. After that, choose the plan that fits how you're raising.
- Manage your subscription and invoicesGo to Billing & Credits in the sidebar. Only the workspace owner and admins can see this page. Members see a note that billing is handled by their owner and admins.
Your account
Help
- Frequently asked questionsQuick answers about HeyInvest, investor data, credits, billing, and matching.
- TroubleshootingFixes for the most common sign-in, credit, and matching problems.
- Coming soonThese parts of HeyInvest appear in the app but aren't available yet. We'll add help articles for each one as it launches.
Can't find what you need? Email support@heyinvest.ai.