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Investor outreach We run the whole process.

Targeting, the approach, preparation, the pipeline and the investor updates. You choose whether we take the first calls or you do.

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Clients spectup has run outreach for

Companies and funds whose investor conversations we ran.

PopMeals logo
“The outreach generated 44 investor meetings and saved me countless hours of unqualified calls.”
Jonathan Weins, Founder and CEO of PopMeals, a spectup investor outreach client Jonathan WeinsFounder and CEO, PopMeals
$18MRaise
44Investor meetings
Series BRound

Investors we booked meetings with, including

Collaborative FundSandbox IndustriesAlpha JWCSeaya VCTau VenturesLeverVCGTM FundSparkLabs

See the transaction
be logo be
CreatorIQ logo CreatorIQ
PopMeals logo PopMeals
GORD logo GORD
KLAYD logo KLAYD
OnePulse logo OnePulse
BREATHE logo BREATHE
Perplexity logo Perplexity
Viktor AI logo Viktor AI
Lane Health logo Lane Health
Imperative VC logo Imperative VC
+150 more
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Why issuers hand outreach to spectup

Every raise has the same shape. A long list, a great many first conversations, and a small number of investors who were ever going to move. The work is finding out which is which, and it lands on the person who can least afford the time.

$760M+raised, placed and advised across the firm
440+direct investor and LP relationships, out of closed transactions
150+mandates run since 2022, across capital raising and M&A
/ 03

Who the investor outreach service reaches, for whom

VC outreach, LP outreach and a debt process are three different rooms, and a fund manager raising a vehicle needs none of what a company raising equity needs. Say which one you are in.

I am

    Everyone who writes an equity cheque at your stage. Reached through all five channels, not only the ones we already know.

    The five channels
    / 04

    Five investor outreach channels, running at once

    Most advisors run one. We run five, and the channel that opens a given door is rarely the one you would have guessed. Together they are what capital introduction looks like when it is run as a process.

    01

    The network

    440+direct relationships
    • Investors we have placed with before, who take the call because of who is asking
    • LPs from closed fund mandates, sorted by what they actually allocate to
    • Their co-investors on the deals we ran, one ring further out
    • Partners who moved firm and took the relationship with them
    How far it reaches
    02

    The technology

    80+triggers watched
    • A fund closes, and the partners writing your cheque size are approached that week
    • A company in your sector raises from a fund we track, so that fund is warm
    • A partner moves firm and arrives with a fresh mandate and nothing in it
    • An investor reads your data room twice in a week without replying
    The signal engine
    03

    In person

    12investors at one dinner
    • You give us the city and the dates, we build the week around them
    • Investors who are physically there, not the ones who would take a video call
    • Dinners hosted in your name, twelve investors in one evening, every guest briefed before they sit down
    • Conference weeks, where the whole room is already in one place
    • Every meeting briefed 48 hours before it happens
    How a trip gets filled
    04

    Advisory network

    Regionaladvisors on the ground
    • Advisors who cover a market we do not sit in, and who are known there
    • An introduction from inside a region beats an approach from outside it
    • They carry the relationship, we run the process behind it
    • Used most on cross-border mandates and on GP to LP
    05

    Our own media

    25,000+reached across three owned channels
    • The Raise or Die Letter, our own newsletter, out every two weeks
    • 8,000+ on the podcast and 15,000+ on LinkedIn
    • A mandate is placed in front of that audience directly
    • Investors who arrive this way arrive already warm
    A closed round every one of them feeds the same pipeline, and the pipeline is the raise
    / 05

    Where the technology takes investor outreach next

    Two systems we built in-house, not a third-party tool: a signal engine and our own investor database.

    01

    Capital introduction, timed to the allocation

    A fund closes. A mandate is published. A partner moves. An exit frees capital.

    80+triggers watched, continuously
    02

    VC outreach and LP outreach, written per name

    Our own database holds what each name has actually written cheques into, so a VC approach and an LP approach are two different letters. One template covers neither.

    3channels worked in parallel
    03

    The meeting lands while the decision is live

    An introduction in the week the trigger fired gets answered. A quarter later it does not.

    $120Mraised
    A worked example

    Pick a trigger.

    The signal
    How we approach it
    What goes out
    Run this on your raise

    Both run from week one of the mandate, on every outreach channel at once.

    / 06

    What spectup brings as a capital introducer: 440+ direct relationships

    440+ direct investor and LP relationships, every one out of a closed transaction. Here is exactly how far that reaches.

    spectup
    Ring I · personal
    40+

    Inner circle

    Investors we know personally and meet regularly. Introductions happen at the relationship level.

    Where they sit

    What type

    Past the third ring the relationship ends. Most investor outreach ends with it. Ours is only getting started there.

    / 07 · The in-person experience

    Virtual opens the conversation.
    The room closes it.

    • Tell us where you are going

      We match your travel window against our investor network in that city, then book the meetings that fit your mandate.

    • In person converts at a higher rate

      Lead investors commit after they have sat across from you. Most outreach services never touch this lever.

    • No wasted travel days

      Every city becomes a fundraising week of briefed meetings, back to back, with nothing in the calendar that did not ask to be there.

    • A dinner, if the week earns one

      Optional, where the room justifies it. We choose the venue and the guest list; the costs are yours, billed at cost.

    Discuss your raise
    / 08 · Investor relations

    Every investor sits in a bucket, and every bucket gets talked to

    Every investor who has seen anything hears from you every 30 days, in an update we write and you approve.

    01

    Targeted

    On the list because thesis, ticket and stage match.

    60
    02

    Approached

    Sequenced across three channels, timed to a signal.

    24
    03

    Deck opened

    We see which pages were read, and for how long.

    14
    04

    Call taken

    Qualified and logged. Every objection written down.

    7
    05

    In diligence

    Data room open, questions tracked, terms in the room.

    3
    Month 1 of 6 Update sent to every bucket

    ExampleAn illustrative update. The company, the figures and the counts are made up.

    Same month, four buckets
    Fromyou@yourcompany.com
    To34 investors · Approached
    SubjectMonth 3: ARR up 41%, and the pilot converted

    Hi Anna,

    Quick month three note. The number I gave you in January was $2.1M ARR by summer. We are at $1.74M, four months in.

    Traction
    ARR $1.74M, up 41% on the quarter. Net retention 118%.
    Commercial
    Two signed, one in pilot, four in procurement.
    Team
    VP Sales started in February. That was the gap you asked about.
    The ask
    An introduction to two operators in logistics. Not money yet.

    Best,
    Marta

    31 opened 9 replied 2 asked for a call Drafted by us from the pipeline and your numbers. Sent when you approve it.
    • Different buckets get different updates. An investor who took a call gets their own objection answered. One who only opened the deck gets the page they stopped on.
    • It builds a record. Four updates in, they have watched you hit four forecasts before diligence even starts.
    • Written by us, signed by you. Drafted from the pipeline and your numbers, sent the moment you approve it.
    • Opens are tracked. An investor who reads every update and never replies is warmer than one who took a call and went quiet.

    Bring the round and spectup will build this same pipeline against your list.

    Discuss your raise
    / 09

    A briefing before every call. A record after every call.

    We write both, and the pipeline is yours from day one.

    BriefingGrowth fund · Thursday 10:00
    Who
    Partner, leads at your stage. Sits on four boards.
    Backed
    Nine cheques at your stage, four in your sector.
    Will push on
    Payback period. Answer is on slide 11.
    Why this week
    Fund IV closed eleven days ago.

    You walk in knowing the objection before it is put to you.

    CallDecided per mandate
    14Thu Growth fund, partner 10:00 – 10:45 · Video · NDA signed
    • We take it Qualified against your mandate, NDA signed and the data room open before anything reaches you.
    • You take it Booked straight into your calendar, and nobody is booked who has not asked for the meeting.
    Pipeline Kept by spectup · updated today
    InvestorStageNext stepOwner
    GFGrowth fund, US In diligence IC on 21 March spectup
    ILInstitutional LP, UK Call taken Second reference You
    CVCorporate venture Passed Stays on the update spectup
    + 57 more in the room

    Kept in the client room you have open from day one. Illustrative, not a client pipeline.

    / 10

    Two ways we run the outreach

    Same targeting, same preparation, same pipeline, same updates. What changes is who is in the conversations, and what it costs.

    Option A · most mandates

    We run the whole conversation

    Strategy, materials, every first call, the pipeline and the terms. You hear about an investor once they want the next step.

    What is included
    1. Raise strategy: amount, instrument, mix of funding
    2. Which investors, in which order, and why
    3. Readiness: deck, model, data room, kept current
    4. We take every first call, in full, in your name
    5. NDA signed and the data room opened by us
    6. Every objection back into the materials
    7. Pipeline, updates, and terms through to close
    Fees Retainer plus a success fee on capital raised, set in the mandate
    Option B

    We open the door, you take the call

    Outreach, preparation, pipeline and investor updates are ours. The conversations, and the close, are yours.

    What is included
    1. Targeting and the approach, across all five channels
    2. Every meeting prepared, briefed to you 48 hours before
    3. Nobody booked who has not asked for the meeting
    4. Pipeline kept: notes, objections, next steps
    5. Investor updates every 30 days, to every bucket
    6. You take the calls and lead them to close
    7. Strategy and materials available, not included
    Fees Retainer plus a success fee on capital raised, set in the mandate

    Why option A converts. An opportunity brought by an advisor is read as an opportunity. The pitch is run by a desk that runs it every week. And a fifth pass in a row is your company, but our Tuesday.

    Talk through which one fits
    / 11

    What an investor outreach service costs

    Monthly retainer+Success fee

    Kickoff Close
    Mandate term

    Six monthly retainers while the outreach runs, then one success fee on capital raised.

    01 The retainer

    Targeting, the approach across every channel, the first calls and the pipeline behind them. Flat for the term.

    02 The success fee

    A percentage of capital raised, capped in the mandate. Paid only on capital that closes.

    Both are written into the mandate before the first investor is approached. There is no rate card: the figures depend on the instrument, the size and the jurisdictions, and you have them after the first call.

    Get a mandate proposal
    / 12

    Raises we ran the investor outreach on

    Open a row for the channels used, the meetings booked and what closed.

    Materials and positioning
    $40M
    CreatorIQ

    Series D. Creator marketing software.

    Series DCreator marketing softwareUnited States
    44 investor meetings generated
    $18M
    PopMeals

    Series B. FoodTech.

    Series BFoodTechAsia
    74 investor meetings generated
    $12M
    Artly AI

    Series A. Robotics.

    Series ARoboticsUnited States

    Different sizes, different instruments, different jurisdictions. The same desk on every one.

    / 13

    What issuers say once the round has closed

    Meng Wang, CEO of Artly AI
    “From chaos to pipeline. Every intro hit our target list, every meeting was prepped.”
    Meng WangCEOArtly AIRobotics
    4.9 / 5 Top Capital Market Consulting Company 2026
    17 verified Clutch reviews
    / 14

    Who we work with, and who we turn down

    An outreach mandate is months of one desk's attention, so we take a small number at a time.

    Where we work
    • AI
    • Fintech
    • Healthtech
    • Infrastructure
    • Deep tech
    • B2B SaaS
    • Robotics
    • Industrial
    • Real estate

    Companies with revenue, and fund managers with a track record an LP can diligence. Sector is rarely the deciding factor; what follows is.

    We take the mandate We pass×

    A company with revenue and a defined use of proceeds.

    Pre-revenue and pre-product. That is a different job and we are not the right firm for it.

    A fund manager raising a vehicle, a continuation fund or a co-invest sleeve, with a track record an LP can diligence.

    No defined use of proceeds. If the raise has no shape, no investor gives it one.

    A timeline that allows a real process, and materials we can get to diligence standard.

    A raise that has to close in weeks. We would be taking a fee to fail.

    A mandate to run the process: targeting, the approach, the pipeline and the updates, through to close.

    An introduction-only arrangement. We run processes; we are not a contact list.

    A transaction where it is clear which side we are on, and we are paid by that side.

    Both sides of the same transaction. We are mandated by one side and paid by that side only.

    A retainer alongside the success fee, because the work that produces a term sheet starts months before one exists.

    Success fee only. A desk paid solely on close cannot afford the months of targeting, briefing and follow-up that get you there, and the ones who accept it are not the desks you want.

    Not sure which column you are in? That is what the first call is for.

    Discuss your raise
    / 15

    Investor outreach questions we answer on every first call

    Thirteen that come up on almost all of them.

    01What is investor outreach?

    Investor outreach is the process of identifying the right investors for a specific raise, approaching them, and converting that approach into meetings. Run as a service it covers targeting, the approach across several channels, the first conversations, the pipeline that records them, and the updates that keep every investor warm until they commit.

    02What is capital introduction, and is it the same thing?

    Capital introduction is the narrow version: a prime broker introduces a fund manager to allocators it already covers. Investor outreach builds the list from scratch, works for companies as well as funds, and stays in the process after the introduction.

    03What is a capital introducer?

    A capital introducer brings a company or a fund manager in front of investors it already has relationships with, rather than handing over a list to work yourself. spectup does that out of 440+ relationships from closed transactions, and runs the targeting before the introduction and the pipeline after it.

    04What does an investor outreach service actually deliver?

    Meetings, briefed. The list is yours to keep, but it is not the deliverable: a name you have to work yourself is a cost, not an asset.

    05Who takes the first investor conversation?

    Your choice, and it can change mid-mandate. Either spectup takes every first call, qualifies it, gets the NDA signed and opens the data room before anything reaches you, or the investor goes straight into your calendar and you are briefed first.

    06How is the investor target list built?

    From 440+ direct investor and LP relationships out of closed transactions, then filtered by a signal engine watching 80+ triggers for the moment capital becomes allocatable: a fund closes, a mandate is published, a partner moves, an exit frees capital. The list is built for this raise, not pulled off a shelf, and you approve it before anyone is approached.

    07Do you do VC outreach and LP outreach, or only one?

    Both, as separate mandates, because they are separate rooms. VC outreach targets equity investors for a company. LP outreach targets allocators who commit to a fund, and an LP takes the meeting because of who is asking.

    08What happens to investors who pass?

    They stay on a 30-day update cadence. A pass this quarter is often a lead two quarters later.

    09Does the outreach stop once a meeting is booked?

    No. A partner attends the call when you want one there, and stays in through terms, valuation and structure.

    10What does an investor outreach service cost?

    A monthly retainer plus a success fee on capital raised, both written into the mandate before the first investor is approached. No rate card: the figures follow the instrument, the size and the jurisdictions.

    11What does the client keep at the end?

    The target list, the pipeline with every note and objection, and the relationships. It all lives in a shared Notion room you have open from day one, so there is nothing to hand back.

    12Can you book meetings around travel we already have?

    Yes. Send the cities and the dates, and the outreach targets investors sitting in them.

    13Do you need a licence to do this, and is spectup a registered broker-dealer in the US?

    spectup’s U.S.-related activity runs under SEC Rule 15a-6, through a chaperoning arrangement with a U.S. registered broker-dealer that is a FINRA and SIPC member.

    Something not here? Send it over and we will answer it on the first call.

    Ask us something else
    spectup

    Investor outreach, run end to end.

    We take the calls, or we book them and you do. One conversation covers which of the two fits, and what it costs.

    01

    Raise parameters and materials

    02

    A 30-minute call on fit and coverage

    03

    Written mandate proposal