What is a raise?

A raise is a fundraise you're running: for example, "Acme's $3M seed round" or "a $10M multifamily fund." Everything in HeyInvest is built around your raises. When HeyInvest matches investors, it matches them to a specific raise.

Raise fields

Field	Required?	What to enter
Company	Yes	The name of the company or fund raising money.
Raise Type	Yes	How the investment is structured: Equity — priced round, SAFE, Convertible note, Preferred equity, LP fund interest, or Debt.
Stage	Yes	Pre-seed, Seed, Series A, Series B, or Growth.
Sectors	Yes (at least one)	The industries you operate in. Matching is based on this field. The number next to each sector shows how many investors in the database focus on it.
Offering Type	No	The securities exemption you're raising under (Reg D 506(b), Reg D 506(c), Reg CF, Reg A+). If you're not sure, leave it as "I'll determine with counsel."
Target Raise	No	The total you're raising, as a range (for example $1m - $5m).
Check Size Range	No	The typical amount you want from each investor.
Geography	No	Where you're raising: USA, UK, Canada, EU, or Other.
Traction Signals	No	Anything that shows momentum: revenue, users, notable customers, previous investors.

Tips for better matches

• Sectors matter most. Add every sector that genuinely applies. An investor's match strength depends heavily on how many of your sectors they focus on.
• Be specific, then broaden. If you get too few matches, add adjacent sectors.
• Fill in the optional fields. The AI uses them when it ranks investors and explains why each one fits.

Raise statuses

• Active: in market. Your matches are based on active raises.
• Draft: saved but not used for matching yet.
• Closed: finished.

See Managing your raises.