Import your own investor list

BYO 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.

Before you upload

Your list must be a .csv file with up to 5,000 contacts and no larger than 10 MB. Click Download Template in the upload window for an example.

Include as many of these columns as you have: investor name (or first and last name), company, email, LinkedIn, website, investor type, sector, stage, and location. You need at least one of name, company, email, or LinkedIn.

Including Sector and Stage, and a LinkedIn URL or Email, gives the best matches and fit scores.

Upload a list

1. Go to BYO Lists in the sidebar and click Upload CSV.
2. Drag your file in, or click Browse File.
3. Check how your columns map to HeyInvest's fields. HeyInvest guesses the mapping. Change any that are wrong, or choose Don't import. Click Next.
4. Review how many contacts were found and matched, and name your list.
5. Tick the box to confirm you have the right to share these contacts with HeyInvest, then click Import.

Matching and fit scores

HeyInvest matches each contact to its investor database by email, then LinkedIn URL, then name. Matched contacts are marked MATCHED.

When you open a list, HeyInvest scores every contact against your active raises, from 0 to 100, and labels them High, Medium, or Low fit. Hover over a score to see which raise it fits best and why. Keep the page open while scoring runs. If you leave, click Resume when you come back.

You need an active raise for scoring. If a contact shows Not enough data, add a sector or stage column, or a LinkedIn URL or email, and upload again.

Use the tabs to show High fit, Medium fit, Low fit, or Unmatched contacts.

Use your list

• Click + Pipeline on a contact, or Add all High fit to pipeline, to add them to your pipeline.
• Use the list as recipients for an email campaign. Emails from your own list are free to use.

To rename or delete a list, click ⋯ next to it on the BYO Lists page. Deleting a list can't be undone.