Set up your first raise

Right after you sign up, HeyInvest walks you through Raise setup. It takes a couple of minutes and ends with your first list of matched investors.

A "raise" is your fundraise: who you are, what you're raising, and which sectors you're in. HeyInvest uses it to decide which investors to show you. See What is a raise? for details on every field.

Step 1: Upload pitch deck

You'll see a welcome screen with an option to attach a pitch deck or enter your website.

Click Continue to move on.

Step 2: Review the extracted fields

Fill in your raise details:

1. Enter your Company name.
2. Choose your Raise Type (for example SAFE or Equity — priced round) and Stage (for example Seed or Series A).
3. Add at least one Sector. This is the most important field: matching is based on it. Add every sector that genuinely applies.
4. Optionally, add your Target Raise, Check Size Range, Geography, Offering Type, and Traction Signals.
5. Click Generate my 50 matches.

HeyInvest saves your raise and shows "Finding your matches…" while it works. This can take a little while.

Step 3: Reach out to investors

A panel opens with up to 50 investors ranked for your raise. Each row shows the investor's name, type, and match strength.

• Click the lock icon on any row to open that investor's profile.
• Click Go to Dashboard when you're done.

Your raise is saved, so you can come back to these investors any time from the Investors page.

Skipping setup

Click Skip to dashboard at any step. You can set up a raise later from Raises → + New raise.

If no investors appear

If you see "No investors match these sectors yet," try adding more sectors. Broader or adjacent sectors usually find more investors.