Build a VC / investor list

Paste a list of firms and Octopi fills investment focus, stage, website, a notable portfolio company and a contact — each with a source.

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How this template works

STEP 1

List the firms

Add the VC firms or investors you’re researching, one per row.

STEP 2

Octopi researches each

Focus, stage, website, portfolio highlights and a contact, from public sources.

STEP 3

Get a sourced sheet

Every field links to its source — ready to prioritize and reach out.

Firm	Focus	Stage	Contact
Acme Ventures	B2B SaaS	Seed–A	partner@acme.vc valid
North Peak	Fintech	Series A–B	hello@northpeak.vc src

Example: an investor research sheet.

Why it works

FUNDRAISING-READY

The fields founders need

Focus, stage, portfolio and a contact — to target the right firms.

AUDITABLE

Source on every cell

Check each value against its source.

PRIVATE

On your Mac

Your list stays local.

EXPORTABLE

Into your pipeline

Export or push into your CRM.

Questions

What can it research per firm?

Investment focus, stage, sectors, website, a notable portfolio company and a contact — plus anything else you describe.

Where does it get the data?

Public sources (firm sites, portfolio pages) and any providers you connect; each value is source-cited.

Can it find a contact?

Yes — it can add a work email where one is discoverable and verify it.

Is my list private?

Yes — your list stays on your Mac; Octopi never uploads it.

Build your investor list

Download Octopi and research a VC / investor list — free, sourced, on your Mac.

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