Send an email campaign to investors

A 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).

Before you start, connect a mailbox.

Create a campaign

1. Go to Inbox in the sidebar, then the Campaigns tab.
2. Click + New campaign. A draft opens with three ready-made emails.
3. Work through the three steps: Recipients, Sequence, and Senders & launch. Click Save draft at any time.

Step 1: Recipients

Choose a list to email:

• Match runs: investors from one of your recent match runs.
• Pipeline: your whole pipeline board, or one stage of it.
• BYO lists: a list you uploaded.
• Team unlocks: every investor your team has unlocked.

Each investor shows whether their email is ready:

Label	Meaning
Unlocked by …	Someone on your team already unlocked this email.
From your list	The email came from your BYO list. It's free to use.
1 credit	The email exists but needs unlocking first.
Skipped	We don't have an email for this investor.
Do not contact	This person has opted out. They won't be emailed.
In another campaign	They're already in a running campaign.

To include investors marked 1 credit, click Unlock emails. Unlocked emails are shared with your whole team, so nobody pays for the same investor twice. Click Skip locked to leave them out instead.

Step 2: Sequence

1. Give the campaign a name.
2. Write the first email and its subject.
3. Click + Add follow-up to add more emails (up to 8 in total). For each follow-up, set how many days to Wait … if no reply. Follow-ups are sent in the same email thread.
4. Click a variable to insert it. Each one is filled in for every investor:

Variable	Filled in with
{{first_name}}	The investor's first name
{{name}}	The investor's full name
{{firm}}	Their firm
{{title}}	Their job title
{{company}}	Your company name
{{raise_amount}}	Your raise amount
{{raise_stage}}	Your raise stage
{{sender_first_name}}, {{sender_name}}	Your name

If a detail is missing for an investor, a sensible fallback is used (for example "there" instead of a first name). Use the preview panel and click Next › to see how each email will look.

Other tools:

• ✦ Write with AI drafts an email for you from a short brief.
• Send test to me sends the email to your own address so you can check it.
• The opt-out checkbox (on by default) adds a line inviting the investor to reply "unsubscribe".

Step 3: Senders & launch

1. Under Send from, pick one or more of your connected mailboxes. Emails rotate between them.
2. Under Schedule, choose when to start, the hours to send, and which days. Leave Start empty to begin as soon as you launch.
3. Set Max new investors emailed per day. Follow-ups don't count toward this.
4. Check the summary and click Launch campaign.

Launching a campaign needs an active trial or paid plan.

Manage a running campaign

Open a campaign from the Campaigns tab to see who's been emailed, who replied, bounces, and unsubscribes.

• Pause / Resume: stop and restart sending.
• Add recipients: add more investors.
• Edit: change the emails or schedule.
• Send due now: send anything that's due, within your sending hours and limits.
• Delete: removes the campaign and its history. Emails already sent stay in Gmail.

Replies

When an investor replies:

• their sequence stops straight away, in this campaign and in any other campaign your team is running,
• the reply appears in your Gmail as usual, and in Inbox → Email replies.

Answer replies in Gmail. The thread is already there.

Anyone who replies "unsubscribe", or whose email bounces, is never emailed by your team again.