A cold email is one of the most convenient ways of reaching out to potential investors. However, the real challenge is to make it convincing so that the investor you’re targeting reads your investment email. A bigger challenge is standing out in the sea of cold emails that land in your investor’s inbox.
In this article, you’ll learn how to write an email to investors that gets a response. We’ll also share 9 of the best investor email templates that can increase your chances of getting noticed.
Tips for Writing the Best Investor Emails
Writing an impactful email that piques the interest of your investor, does not sound redundant, and effectively conveys everything you want to say can be tricky. Don’t underestimate the process — it can be nerve-wracking. Not all of us are born writers!
That said, writing the perfect cold email or letter to potential investors is something you can master with some practice and patience. Get started as soon as possible so that you can put some thought into it rather than waiting until the last minute and scrambling to write something generic and sloppy.
Here’s how you can perfect the art of writing emails to investors:
1. Study Your Investor
Before you start writing, learn as much as possible about your investor. When you know their preferences, it is easier to write an email that is relevant and appealing to them.
Most people focus on pitching their business idea or funding request without regard for the investor. That’s a big mistake because your investor receives hundreds of these emails every day.
Knowing them and understanding their experience and expertise can help you craft a personalized pitch that is bound to appeal to their preferences. It also tells you if your need is aligned with their investment goals. If not, save your time and move to the next prospect because even the most well-written email will not work.
2. Perform Due Diligence
Study your business or startup to understand where it’s headed. There’s nothing worse than emailing a potential investor without understanding where your business stands. Perform an audit to understand if your business is ready for growth and, therefore, funding, how much funding it needs, and what the money should be allocated to.
Once you know what you want, it’s easier to plan a worthwhile pitch for your cold investor email.
3. Create a Rough Draft
Once you have all the information, start drafting your email. Keep it short but factual and use a conversational tone – this works well in both warm and cold emails.
It’s important to write a rough draft of your email. Don’t worry if it’s not perfect – you can always improve it later.. At a minimum, your rough draft should have:
- A strong subject line that’s attention-grabbing but also makes your intent clear.
- A short but informative introduction that tells your investor who you are and what your business is about.
- The purpose of your startup/business. Your investors do not have the time to wade through a sea of text just to learn what you do.
- Use data to convince them that your business or startup is worthy of investment. Provide market research, sales figures, and other relevant metrics to prove your point.
- Tell them what you expect from them without mincing words.
That’s all the essential information you need to include in an investor email if you want a response. Do not add too much copy, as doing so risks information overload. You can revise the rough draft to cut out fluff and improve your content.
4. Add a Call to Action
You need to explicitly state what you want if your investor reads your email. Always add a call-to-action (CTA) that clearly states if you would like to schedule a call or meet over coffee to discuss your proposal in greater detail.
Avoid generic CTAs like “reply to the email if interested.” Instead, add a call link that your investors can use to schedule a meeting.
5. Attach Your Pitch Deck
Most importantly, attach your pitch deck to the email. If your email interests the investor, then they can browse your pitch deck to get an intimate look at your business.
Please note that the body of your email should not try to sell your business/startup to the investor. It should urge them to take action regarding your investment request.
The pitch deck should tell them what you sell and how you sell. That’s why you should share it as an attachment instead of adding it to the body of the email.
9 Investor Email Templates to Get You Started
While you can write different types of emails to your investors, we will focus on cold emails that you can send to prospective investors up to the seed funding stage of your business/startup.
Let’s check out a few email templates that can help you draft your next investor email with relative ease.
1. Introducing Yourself to New Investors (Cold Outreach)
If you have never spoken with an investor and they’re unaware of your existence, you need to write a cold introduction email to them. Instead of directly making a fund appeal, break the ice with an introductory email, especially since they don’t know you yet.
Here’s a template you can follow:
Hello {{Name}}, I’m {{Your Name}} from {{Your Company Name}}, and I’m currently building {{Product Name}}, an iOS app for dog parent(s). {{Product Name}} is an app designed to help {{Target Audience}}. New parents often struggle with walking their dogs while caring for their newborns or toddlers. Parenting is a demanding job, and despite their best efforts, they may not be able to provide as much time and attention as they should to their dog(s). Studies have shown that pet dogs are often surrendered to local shelters or develop behavioral problems when their owners get busy with their newborns. My app, {{Product Name}}, offers a unique solution to new parents with one or multiple pets. The app connects parents with verified dog walkers for last-minute emergencies. Customers can select the profile of dog walkers they like the best and send them a “woof” on the app. The “woof” or the message notifies the chosen dog walker along with relevant details of the dog, its breed, location, and more, so that they can show up on short notice. There is no need for calls or coordination because once confirmed, the dog walker will show up without fail. All the dog walkers on the app are certified dog handlers with years of experience. Currently, no solutions match {{Product Name}}’s offerings. But I need your help to make it the best offering in the market. I am seeking {{Investment Amount}} to make {{Product Name}} a success. Your current portfolio of investments and interests tell me this would be an opportunity worth your time. I’ve also attached a pitch deck for your perusal. I’d be glad if you could spare some of your valuable time to take a look at it. If you wish to continue this conversation further, you can reach me at {{Your Email Address}} or {{Your Phone Number}} Thanking you in anticipation, {{Your Name}} |
2. Introducing Yourself to Investors You Know (Warm)
If you attend networking events or have already worked with investors on different projects, you may still need to introduce yourself and your business. However, the email approach will differ in such cases.
Here’s a template you can follow:
Hello {{First Name}}, I’m {{Your Name}} from {{Your Company Name}}, and we met at {{Conference Name}}). At the time, we briefly discussed an app I wanted to build for pet parents. Good news — that dream is now a reality! I have launched {{Product Name}} and would like to talk to you about it. {{Product Name}} is an app uniquely designed to help new parents struggling to walk their dogs while taking care of their newborns. The app connects parents with verified dog walkers who can show up on short notice, depending on their immediate requirements. To make {{Product Name}} the best offering in the market, I need your help. I am seeking to raise {{Investment Amount}} to make {{Product Name}} a success. Your current portfolio of investments and interests tell me this would be an opportunity worth your time. I’ve also attached a pitch deck for your perusal. If you’re interested in {{Product Name}}, let’s get on a call! Click here to schedule a call at your convenience: {{Schedule Link}} Excited at the prospect of connecting with you once again. Thanking you in anticipation, {{Your Name}} |
3. A Detailed Pitch Email for Angel Investors
While short and simple is the way to go with your investor emails, you should also prepare a detailed email pitch in case they want to know more without getting on a call. You can include elements from your pitch deck in this email and use visual cues, as this will be a content-heavy email.
Such emails are crucial for startups still in the pre-seed stage, especially if you’re approaching angel investors.
Here’s a template you can follow:
Hello {{First Name}}, I’m {{Your Name}}, and I’m currently building {{Product Name}}, an iOS app for dog parents to find verified dog sitters, dog walkers, and trainers on short notice. Sounds like a solution for an unusual problem? You’d be surprised to know that it’s not. Five years ago, I found myself in a pickle — my wife and I had just welcomed our daughter, we were in the middle of a lifestyle change that was alien to us, and we had four energetic pups needing our attention. It was pandemonium in the Russell household. We struggled to find trustworthy dog sitters, and the ones we liked were booked out. That’s when I thought of creating an app for dog parents in crisis. I surveyed 500 dog parents in 10 different states and found a major problem with no solution. You can read the findings of the survey here. So, I went ahead and created {{Product Name}}. {{Product Name}} is an app uniquely designed to help new parents struggling to walk their dogs while taking care of their newborns. The app connects parents with verified dog walkers who can show up on short notice, depending on their immediate requirements. The app works on a subscription model, and we have 50 subscribers. If the initial response to the app is any indication, then {{Product Name}} is a high-growth product. Currently, it has no competitors and immense potential for growth. Although currently bootstrapped, I need your expertise and financial help to scale {{Product Name}} and make it a success. Your current portfolio of investments and interests tell me that it would be an opportunity worth your time. I’ve attached a pitch deck for you. If you’re interested in {{Product Name}}, let’s get on a call! Click here to schedule a call: {{Schedule Link}} Talk to you soon, {{Your Name}} |
4. First Follow-up Email
Whether you know your investor or not, you will most certainly need to send a follow-up email. Your investors are always short on time, and unless you’re persistent, your email may go unnoticed or be forgotten in their inbox.
So here’s a template you can use for following up:
Hey {{First Name}}, It’s {{Your Name}} from {{Your Company Name}} again! I emailed you about my app {{Product Name}} a week ago and haven’t heard from you since then. I wanted to follow up to bring the investment opportunity for {{Product Name}} to your attention again. I need your expertise and experience to make {{Product Name}} the next big thing in the app market. I’m sure you must be very busy, given your commitments, so I will make this quick. Please find my pitch deck attached to learn more about {{Product Name}}. Please review my proposal at your convenience. Meanwhile, I will be waiting for your call. You can reach me at {{Your Phone Number}} between 10:00 AM and 4:00 PM, Monday through Friday. In hopeful anticipation, {{Your Name}} |
5. Second Follow-Up Email
If your follow-up elicits a response, then you’re lucky. But what if it does not? You send a second follow-up email while creating a sense of FOMO for your investor. Achieving that without compromising the integrity of your email can be a tricky balancing act.
Here’s a template that can help:
Hey {{First Name}}, I have been trying to catch your attention regarding a unique investment opportunity for my app, {{Product Name}}, but I haven’t been successful so far. Are you interested in {{Product Name}}? I would like to finalize my investors for this round by {{Investment Deadline}} and have been able to get two of my dream investors on board. But my advisory board is incomplete without your presence in it. So, I’d like to make one last attempt at connecting with you. You can refer to the attached pitch deck for all relevant details. Should it make you curious, please feel free to write back to me. Hoping for the best, {{Your Name}} {{Your Job Title}} {{Product Name}} (Product/service) |
6. Requesting For Seed Funding
But what if you have successfully raised enough money for your pre-seed stage and want to move on to bigger things? You need to write yet another cold email to yet another investor, with additional details. Here’s how you can get started:
Hello {{First Name}}, My name is {{Your Name}}, and I founded {{Company Name}}, an app-based digital D2C marketplace that connects brick-and-mortar thrift shops with their customers. {{Company Name}}’s pre-seed round was funded by none other than the prominent businesswoman and venture capitalist Irene Adler, and it helped with the national launch of my app in October 2022. Since then, {{Company Name}} has helped over 25 traditional thrift chains connect digitally with their customers and increase their sales by a whopping 10% on average. Learn more: {{Press Release Link}} Now, {{Company Name}} is ready to move on to bigger and better things. To do that, I’m currently raising seed funding for my startup, and who better to approach than you? I have been following your journey for years, and I’m confident that this would be an interesting investment opportunity for you to add to your impressive portfolio. I would love to connect with you over a video call to discuss my proposal in greater detail. Please to schedule a call: {{Schedule Link}} I know you’ve given wings to many dreams. Would you consider doing that for me, too? I promise you that {{Company Name}} is worth your time and investment. I look forward to hearing from you, Yours, {{Your Name}} {{Your Job Title}} |
7. Introductory Email to Venture Capitalists
Cold emails also vary according to the type of investor you’re targeting. We have already discussed generic introductory emails, but you need a different template when connecting with venture capitalists. For VCs, the email pitch should focus on the growth potential of your business and its long-term viability.
So, cold emails to VCs are more technical in nature. Here’s a VC email template that can help you get started:
Hello {{First Name}}, I’ve been closely following your investments for the past five years — in the hopes that someday I can have a business worthy of discussing with you. I’m happy to share that I have created a cloud-based SaaS that helps digital marketing agencies with automated lead generation and nurturing. The software is a niche offering that works on the high-risk, high-profit model. Since its debut, it has registered a 15% year-on-year growth, and according to the latest analysis, the business will grow at a CAGR of 8.7% until 2030. I’m currently seeking {{Investment Goal Amount}} in funds for product development, omnichannel marketing, sales enablement, and acquiring key partnerships. View our prospect sheet: {{Link to Prospect Sheet}} Would you be interested in contributing to my current goal? We can discuss the details over a call. If interested, to schedule a call with me: {{Schedule Link}} I’m very eager to collaborate with you. In anticipation, {{Your Name}} {{Job Title}} {{Company}} |
Source: https://influno.com/cold-email-to-investors/
8. Introductory Pitch to P2P Lenders
Although it’s most common for startups to work with angel investors and venture capitalists, you could also reach out to peer-to-peer investors for funding. P2P lending, or crowd or social lending, is a hassle-free, quick, and easy option for taking loans, even though you have to pay a higher interest rate than market value.
But if you just want funds without the significant involvement of the investors, you can approach P2P investors.
Here’s how you can write an email pitch for P2P investors:
Hello {{Name}}, I’m {{Your Name}}, the developer and sole proprietor of {{Your Company Name}}. It’s a smart water bottle for athletes powered by patented technology. My business has started to make a profit, but I need more funds for sales and marketing. Learn more: {{Product Link}} I would love to have you as the lead investor in my business. You can make great returns on such a high-growth product. Would you consider meeting me for an intimate discussion over brunch to discuss the matter in greater detail? I hope we can work together to make {{Company Name}} a huge success. I look forward to meeting you, {{Your Name}} {Job Title}} of {{Your Company Name}} |
9. General Email for Building Rapport
Apart from cold emailing your chosen investors for funding, you should also try to maintain rapport with them once you are acquainted. It’s always good to congratulate them on their successes and stay on top of their minds.
Not sure how to write such emails? Take a cue from the template below:
Hello {{Name}}, Congratulations on securing yet another promising startup! I hope your new partnership becomes yet another successful venture in your repertoire. I must admit that I have been an ardent follower of your work and continue to marvel at your portfolio! I would love to know more about your work and what goes into these investment decisions. If you could spare some time, let’s catch up over a call. Best wishes, {{Your Name}} {{Job Title}}, {{Company Name}} |
Dos of Investor Emails
Still wondering how to reach out to investors? When you start writing your next investor email, make sure you do the following:
✅ Write a Smashing Subject Line
Instead of being generic, target the bull’s eye with your subject line. Remember that many others are vying for the attention of your investors. So, a generic subject line like “Incredible Investment Opportunity for A Dynamic Startup” will not do anything for you. Be specific, hinting at what you want from the investor.
A good subject line goes a long way to show that you mean business. If well-written, it can impress your investor from the get-go.
✅ Keep it Short and Simple
Your cold email should break the ice and inspire curiosity in your prospective investor. It should convey only as much as it needs to without giving too much away or boring the reader. It’s a delicate balance to achieve!
The best way to get it right is to keep your investor email short and simple. Make the content scannable — use paragraph breaks and visual elements to make your email interesting. It’s going to win over your investor’s heart.
✅ Be Mindful of Your Language
Even if you’re sending a cold email, you should not make it sound impersonal. As we suggested earlier, make your emails friendly and conversational. When your investors read the email, they should feel like they’re having a one-on-one chat with you. Be mindful of the language you’re using while drafting emails to investors.
However, remember that your investor is not your next-door neighbor or childhood friend, so maintain a professional tonality without overdoing it.
Refer to the templates we have suggested to better understand the tone and language you should adapt while drafting your investor emails.
✅ Let Numbers Do the Talking
Whenever you make a claim or statement, back it up with research and metrics. When you back up your claims with data, it establishes credibility and inspires trust. Both are non-negotiable in business partnerships, especially when it involves funding.
✅ Send a Test Email
Once you have revised your rough draft and created the final copy of your email, it’s time to schedule a test. This should act as your final layer of quality control before it lands in your prospect’s inbox. The last thing you want to do is send an email with typos, bad grammar, or strange formatting!
Don’ts of Investor Emails
There are a handful of things you should avoid when drafting investor emails. Do away with:
❌ Lengthy Emails
Sending an investor email is comparable to going on a blind date — you should make an impression, but it has to be a calculated move because you never know what can turn them off. The last thing you want to do is to go overboard, or in this case, spam them with information.
So, hold yourself back from writing a novel in your email.
Write only what you need to clearly convey your message.
❌ Generic Copy
If you make the mistake of mailing investors en masse with the same copy, you will regret it for the rest of your life. Investment decisions are subjective choices guided by an individual’s preferences. A run-of-the-mill email will fail to impress any investor worth their salt.
Don’t do it, no matter what.
❌ Aggressive or Pushy Tonality
While your investor email should help you make an impression, it should not come on too strong. You should avoid an aggressive, ‘salesy’ tonality just as much as you should avoid being pushy. Your first-ever email should initiate a conversation instead of appearing like a red flag to your investor.
Key Takeaways
When writing a sample email to investors, put yourself in their shoes. Would you read the email you’re drafting if it landed in your inbox? If the impartial answer is yes, then keep at it and refine it. But don’t expect your investor to click on the email if it fails to impress you.
That’s all you need to do to get started. For the rest, refer to our tips and take cues from the templates we have curated for you.
With enough practice and perseverance, you will succeed.