Managing your raises

Go 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.

Create a new raise

You can start a raise in either of two ways:

• On the Raises page, click + New raise (or the Start a new raise card). This opens the same guided setup you saw when you signed up. See Set up your first raise.
• Go to Match Runs and describe your raise there. This creates a raise and generates matches in one go. See Generate investor matches.

What each raise card shows

• Active raises: company and stage, raise type, target amount, a progress bar, and up to four of your sectors.
• Draft raises: how many sectors are selected. Drafts aren't used for matching.
• Closed raises: listed in a table at the bottom of the page.

Where your raise is used

• Investors: use the fit vs. selector at the top to choose which active raise the Fit scores are calculated against.
• Pipeline: each active raise has its own pipeline board. See Track investors on your pipeline.
• HeyIntro: ranks investors in your network and drafts messages from your active raise.
• BYO Lists: scores your uploaded contacts against your active raises.
• Email campaigns: fill in {{company}}, {{raise_amount}}, and {{raise_stage}} from your raise.