To find your best path to a warm conversation with potential investors, founders can leverage the Visible integration with Village.do (please reach out to our support team directly if you'd like to test out this beta integration).
Step One: Navigate to Pipelines and either select an existing pipeline or click + New Pipeline to add a new pipeline.
Click Pipelines from your navigation bar. Then select an existing pipeline or choose to add a new pipeline.
Step Two: Click into an existing investor or click +New Investor to add a new investor to your pipeline. Then click Intro at the top right of your screen.
Click into an investor or create a new one. Next click Intro at the top right of your pane. You can also utilize Visible Connect to search for potential investors.
Step Three: Click Continue to connect Visible to Village.
Select Continue to allow the integration between Visible and Village.
Step Four: Verify your email address with Village.
Click continue with Google to continue using the integration.
Step Five: Authorize the integration.
Click Authorize to authorize the integration.
Step Six: Sync Village with your data sources. You'll receive an automated email from the Village team once the data sources have been connected.
Sync Village with your data sources. You'll then receive an email from Village once the data sources have been connected.
Step Seven: Once your data sources have been confirmed by Village, re-click the Intros button.
Now that the data sources have been fully connected, re-click the Intros button.
Step Eight: Click View paths to see where an introduction could be made.
Click view paths to see where a warmer conversation could start.
Step Eight: Select Preview intro to see a drafted email.
Click Preview intro to draft and send an email requesting an introduction from your connection.
Step Nine: Edit the drafted and email and send it directly to your connection to request an introduction.
Edit and send an email to your connection requesting an introduction to to your potential investor.
Let us know if you have any questions using the Village integration.