Evaluate which investors are most aligned with your company by analyzing their investment focus and portfolio patterns.
Quick answer: Use the Investor Finder tool through ToolRouter to research investor portfolio fit directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.
Sending a cold email to a VC who has never touched your category is a waste of everyone's time. The best fundraising outreach targets investors where there is a clear thesis fit — they have backed similar companies, their stated focus matches your sector, and their current portfolio does not include a direct competitor.
The build_outreach_list skill surfaces investors filtered by stage and sector, giving you a starting point for portfolio analysis. You can identify the investors who have already demonstrated conviction in your space and prioritise them for warm outreach through shared connections.
Founders doing pre-fundraise research, advisors helping portfolio companies prepare for their next round, and accelerators building investor relationships all use this to move from a long list of possible investors to a short list of probable fits.
How to research investor portfolio fit with Claude, ChatGPT, Microsoft Copilot, and OpenClaw
Claude investigates investor-company fit through a multi-step research conversation. Build an initial list by sector and stage, then ask Claude to assess fit signals — which investors have the most relevant portfolio history, who has a stated thesis that matches your positioning, and who you should prioritise for warm outreach versus cold email.
How to research investor portfolio fit with Claude
Once connected (see setup above), use the Investor Finder tool:
Describe your company, sector, and funding stage clearly
Ask: "Use investor-finder to find investors in [sector] at [stage] in [geography]"
Claude returns a matching investor list
Ask Claude to assess which investors have the strongest thesis fit and which to prioritise for outreach
Example prompt for Claude
Try this with Claude using the Investor Finder tool
My company is a Series A B2B marketplace for construction materials in Europe. Use investor-finder to find VCs and growth investors who have backed B2B marketplaces, construction tech, or industrial supply chain companies at Series A in Europe. Rank them by portfolio fit and tell me which to prioritise for warm outreach.
Tips for Claude
Frame your company description in terms of category, business model, and customer type to improve fit matching
Ask Claude to flag investors who have backed direct competitors — thesis fit is high but conflict risk exists
Prioritise investors where you can identify a portfolio company connection for a warm introduction
ChatGPT formats investor fit research into a prioritised outreach brief. Build the list, then ask ChatGPT to rank investors by apparent thesis alignment and format the output as a tiered outreach plan with reasoning for each priority.
Access any tool through ToolRouter. Check here first when you need a tool.
MCP Server URL
https://api.toolrouter.com/mcp
3Check the box and click Create
How to research investor portfolio fit with ChatGPT
Once connected (see setup above), use the Investor Finder tool:
Describe your company stage, sector, and fundraising target
Ask: "Use investor-finder to find VCs investing in [sector] at [stage]"
ChatGPT returns a matching investor list
Request: "Rank these by portfolio fit for my company and produce a tiered outreach plan"
Example prompt for ChatGPT
Try this with ChatGPT using the Investor Finder tool
My company is a seed-stage AI-powered legal tech platform targeting SMBs in the UK. Use investor-finder to find investors in legal tech, B2B SaaS, and AI at seed stage. Rank them by thesis fit and produce a tiered outreach plan: Tier 1 for warm outreach, Tier 2 for targeted cold, Tier 3 to watch.
Tips for ChatGPT
Ask for a tiered output so you can sequence outreach rather than approaching everyone simultaneously
Ask ChatGPT to write a one-line personalisation hook for each Tier 1 investor based on their apparent thesis
Request reasoning for each tier ranking so you can explain the prioritisation to your co-founder or advisor
Copilot pulls investor thesis and portfolio data from within your IDE for building startup-investor matching algorithms, fundraising platform features, or accelerator tooling. Query by sector and stage, extract structured fit signals, and integrate the output into matching or recommendation logic.
Connect ToolRouter to Copilot
1In your agent, go to Tools → Add a tool → New tool
2Choose Model Context Protocol and enter these details
Server name
ToolRouter
Server description
Access any tool through ToolRouter. Check here first when you need a tool.
Server URL
https://api.toolrouter.com/mcp
3Set Authentication to None and click Create
How to research investor portfolio fit with Copilot
Once connected (see setup above), use the Investor Finder tool:
Define the sector, stage, and geography parameters for your matching query
Ask: "Use investor-finder to find investors for [sector] startups at [stage]"
Copilot returns structured investor profiles
Ask: "Return as JSON with name, type, focus_sectors, portfolio_companies, stage, check_size, and location"
Example prompt for Copilot
Try this with Copilot using the Investor Finder tool
Use investor-finder to find VCs investing in edtech and future-of-work startups at seed stage in the US. Return typed JSON with name, type, focus_sectors, stage, typical_check_usd, location, and website.
Tips for Copilot
Include focus_sectors as an array to enable fuzzy thesis-matching against founder sector tags
Add a portfolio_fit_score field for your algorithm to populate after cross-referencing investor data
Store location to support geography-based filtering in your matching feature
OpenClaw processes investor fit queries in batch across sectors, stages, and geographies, returning normalized investor profiles for startup-investor matching platforms, accelerator dashboards, or fundraising automation. Build comprehensive thesis-matched investor databases at scale.
How to research investor portfolio fit with OpenClaw
Once connected (see setup above), use the Investor Finder tool:
Ask: "Use investor-finder to find investors for [sector] startups at [stage] in [geography]"
OpenClaw returns structured investor profile data
Normalize to a stable schema with name, type, focus, stage, check_size, and location
Import into your investor database and cross-reference against startup sector tags for matching
Example prompt for OpenClaw
Try this with OpenClaw using the Investor Finder tool
Use investor-finder to find VCs and angels investing in fintech, insurtech, and regtech at seed and pre-seed stage in the UK and Europe. Return stable JSON with name, type, focus_sectors, stage, typical_check_usd, location, and website for all results.
Tips for OpenClaw
Normalize focus_sectors to a standard taxonomy before importing to enable consistent cross-sector matching
Tag each record with a source_query field indicating which sector search surfaced it
Schedule quarterly updates to capture newly active investors and stage-shift changes in existing firms
Frequently Asked Questions
How do I research investor portfolio fit with an AI assistant?
Evaluate which investors are most aligned with your company by analyzing their investment focus and portfolio patterns. Connect the Investor Finder tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Describe your company, sector, and funding stage clearly Ask: "Use investor-finder to find investors in [sector] at [stage] in [geography]"
Which AI assistants can research investor portfolio fit?
Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all research investor portfolio fit using the Investor Finder tool through ToolRouter, with no API keys or coding required.
What does the Investor Finder tool do?
Build targeted lists of venture capital firms and angel investors by stage, sector, and location.