Frequently asked questions

Quick answers about HeyInvest, investor data, credits, billing, and matching.

About HeyInvest

What is HeyInvest? A platform that matches people raising capital with investors whose stated focus fits their raise. You describe your raise, HeyInvest ranks investors for it, and you unlock contact details to reach out. See What is HeyInvest?

Does HeyInvest raise capital for me? No. HeyInvest helps you find and contact investors. You run the conversations and close the deal yourself, directly with the investor.

Can I invest through HeyInvest? No. HeyInvest never holds or moves investor money.

Is HeyInvest a broker-dealer or funding portal? No. HeyInvest is a discovery and introduction tool. It never holds investor capital, never takes success fees, and is never paid based on whether a deal closes. HeyInvest is not a broker-dealer, funding portal, or registered investment adviser.

Does HeyInvest give investment advice? No. Match scores and reasons are AI-generated from public profile data and are informational only. Final diligence and decisions are yours.

Investor data

Where does the investor data come from? From public sources such as regulatory filings, news, and firm websites. Each investor profile has a Sources tab that shows where its information came from.

Is every investor accredited?

Can I import my own investor list? Yes. Upload a CSV on the BYO Lists page. Importing is free. See Import your own investor list.

Can someone ask not to be contacted? Yes. Anyone can ask HeyInvest to remove their profile or stop all outreach to them through the privacy request form, linked as Privacy requests in the site footer. Once they do, nobody can email or message them through HeyInvest.

Credits and billing

What do credits pay for? Only for unlocking contact details: 1 credit for an email, 9 for a phone number. Searching, matching, HeyIntro, email campaigns, and viewing profiles are free. See How credits work.

Am I charged if an investor has no email or phone on file? No. If we don't have a detail, there's nothing to unlock and no charge.

Do unused credits roll over? No. Credits reset to your plan's allowance each time your subscription renews.

Do I need a credit card for the free trial? No. The trial gives you 100 credits for 7 days, with no card required.

What happens when my trial ends? Nothing is charged. You can't unlock more contact details, use HeyIntro, or send email campaigns, and some parts of HeyInvest are locked until you choose a plan. See Plans and the free trial.

What if I run out of credits? Your owner or an admin can buy a credit pack on Billing & Credits, or upgrade to a bigger plan.

How do I contact support? Email support@heyinvest.ai.

Can I cancel my plan? Yes. Go to Billing & Credits and click Cancel plan. You keep full access until the end of the billing period. See Manage your subscription and invoices.

Does my team share credits? Each person on a paid plan gets their own monthly credits. Credit packs are shared by the whole team. Anything one person unlocks is unlocked for everyone in the workspace, so nobody pays twice.

How do I add my team? Go to Team, enter their email, and copy the invite link to send them. See Invite your team.

Does HeyInvest post or send anything from my LinkedIn without me? No. HeyIntro reads your connections to find investors. You review and send every first message yourself. Automations only send the follow-ups you turned on.

Matching

Does generating matches cost credits? No. Match runs are free.

Why did I get few or no matches? Matching is based mainly on your sectors. Add more sectors, including adjacent ones, and run it again.

Why is a match reason missing? Reasons that could read like investment advice are hidden automatically. The score is still shown.