Generate investor matches

Match 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.

Run a match

1. Click Match Runs in the sidebar.
2. Type a short description of your raise in the message box and press Enter.
3. HeyInvest replies with a Company Information card. Click it to open the details panel.
4. Fill in your raise details: company, raise type, stage, and at least one sector. See What is a raise? for what each field means.
5. Click Generate Matches.

HeyInvest works through three stages (understanding your raise, analyzing investor preferences, generating your leads). This can take a little while.

See your results

When it's done, you'll see Investor Matches with the number of investors found. Click the Investor Matches card to open the list.

• Each row shows the investor, their type, and their match strength.
• Click a row to see Investor Details: location, type, sectors, the match score out of 100, and Why this match, a one-sentence explanation.
• Click View Investor Details to open the investor's full profile.

See Understanding match scores.

Save as a draft instead

If you're not ready to generate matches, click Save as draft. The raise is saved to your Raises page as a draft.

Next steps with your matches

• Click Add to pipeline on an investor, or Add all High fit, to start tracking them. See Track investors on your pipeline.
• Email them: every match run is saved, so you can pick it as the recipient list for an email campaign.
• See which ones you can reach through people you know in HeyIntro.

Good to know

• Each run creates a new raise. If you run the same raise twice, you'll see it twice on the Raises page.
• The chat starts over if you refresh. Your run is still saved for email campaigns, and your raise's matched investors are on the Investors page and the Dashboard.
• Follow-up questions in the chat aren't available yet.
• Reading pitch decks and websites isn't available yet, so enter your raise details by hand.