It's faster to schedule meetings with executives at target accounts when you can get a mutual introduction. Especially when it's from an investor.
In this Claybook, I’ll show you how we use Clay to find mutual investors, identify the partners who led the investment, and break into accounts by leveraging shared interest.
What you can do with this Claybook:
- Find all of the investors of a specified company
- See if you have mutual investors with them
- Find the partner(s) who backed the company
Steps
Step 2:
Replace with your investor names
This template includes a pre-built formula with example investor names.
Simply swap the names in the formula for your actual investors.
Step 3:
Add your target accounts
Create a new row and type the name of your target account(s).
You will see the results automatically created by leveraging Clay integrations such as Clearbit and Owler.
Clay uses waterfall enrichment to help you maximize data quality and coverage. You'll search sequentially across multiple providers until you find the right data.
Step 4:
Find and contact mutual investors
Finally, we'll use Claygent to find the names of actual partners at the firm who led the investment.
You can leverage this information to ask for a referral from your executive team to the partner (who can make an intro to your target account).
Good luck!
Copy the template
Copy this template to research your mutual investors and ask for a warm intro.
You will save time and book meetings with less effort.
Need help?
Ask for help in Slack or schedule time with a Clay expert.
I'm also personally available to help troubleshoot. You can send me, Alex Lindahl, a message on LinkedIn. I also share advice on how to use Clay in my free Claymation newsletter.
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