Build your opportunity profile

The fundraising portal connects founders who are raising with investors who use OmniLead. Founders describe their round in an opportunity profile. Investors describe what they back in an investment thesis. OmniLead scores every pairing and lets either side request an introduction.

Your profile also powers the match scores you see when you search the Investors lens, so it's worth filling in even if you only plan to email investors you find through SEC filings.

Choose Raising or Investing

Each workspace is in one of two modes. You picked one during onboarding if you chose the Investors lens. You can change it at any time.

• Raising: you're a founder looking for investors. You build an opportunity profile, see investor matches and request intros.
• Investing: you're an angel, a fund or a syndicate. You save a thesis, browse published opportunities that fit it and respond to intro requests.

1. 1

   Open the fundraising portal

   Click Fundraising in the sidebar.

2. 2

   Check the mode

   The mode shows at the top of the page. To change it, click Switch to Investing or Switch to Raising.

3. 3

   Confirm

   Click Switch mode. Your profile or thesis is kept, so you can switch back without losing work.

Build an opportunity profile (Raising)

1. 1

   Start your profile

   In Fundraising, open the Opportunity profile tab and click Edit profile.

2. 2

   Describe the company

   Fill in Company name, Website and Country. Add a one-line Headline, for example "Freight audit software for mid-size UK retailers".

3. 3

   Write your pitch

   Use Pitch for three to five sentences: the problem, your product, who pays and why now. Add Traction separately: revenue, growth, customers or pilots, with dates.

4. 4

   Set the round

   Choose your Stage (Pre-seed, Seed, Series A, Series B, Series C or Growth), enter the Raise amount and pick the Currency.

5. 5

   Pick sectors

   Add up to five Sectors. Put your main sector first: it counts for more in match scores.

6. 6

   Link your deck

   Paste a Deck link, such as a DocSend, Google Drive or Notion link. Set its sharing so investors can open it without requesting access, or use a link that tracks views.

7. 7

   Choose visibility and save

   Choose a Visibility (see below) and click Save profile.

Choose who can see it

Whatever you choose, your email and your teammates' contact details are never shown on the profile. Investors see the company, pitch, round and deck link. Contact details are shared only when you accept an intro, or when an investor accepts yours. See Request and accept intros.

You can make a profile private again at any time. It disappears from investors' lists immediately; intro requests already sent stay in place.

Save an investment thesis (Investing)

Investors describe what they back so OmniLead can rank opportunities for them.

1. 1

   Open your thesis

   In Fundraising, open the Investment thesis tab and click Edit thesis.

2. 2

   Describe your focus

   Enter a Name (your fund or your own name) and a short Thesis in plain words.

3. 3

   Set the criteria

   Choose the Stages you invest at, your Sectors (or Generalist), your Geographies (countries, US states, regions such as EU or DACH, or Global) and your Check size range.

4. 4

   Publish if you want founders to find you

   Turn on Visible to founders to appear in founders' match lists and receive intro requests. Leave it off to browse privately.

5. 5

   Save

   Click Save thesis.

Published opportunities that fit your thesis appear under Opportunities, highest match score first.

Use your profile in investor search

When your workspace is in Raising mode and your profile has a stage and sector, every result in the Investors lens shows a match score. Sort by Match score to see the best-fitting funds first, and click a score to see the breakdown. Investors in search come from SEC Form D filings and fund websites, so most of them aren't OmniLead users: you contact them with a sequence rather than an intro request.

What's next

• How match scores workThe five weighted factors, with a worked example.
• Request and accept intros
• Find investors with the Investors lens