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Get warm introductions to target accounts from mutual investors

Get warm introductions to target accounts from mutual investors

Schedule meetings faster by getting a warm introduction from a mutual investor.

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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.

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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. 

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What you can do with this Claybook: 

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  • 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

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Information
Follow the step by steps here in Clay
Download the free template
1

First, duplicate the exact Clay table we use to find common investors.

2
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.

3
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.

4
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! 

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