# From fundraising brief to investor shortlist

An editable worksheet from CofoundAlly. No investor in this example is a real directory record, and no introduction, funding or available contact is implied.

## Write the brief first

Example: a seed-stage software company selling to small retailers in Nigeria and the United Kingdom.

Replace the example with your actual sector, stage, customer geography, incorporation geography, target round and currency. A fund's headquarters is a different fact from where it invests.

## Compare mandates before saving records

| Fictional mandate | Fit question | Decision in the example |
| --- | --- | --- |
| Seed software; invests in Nigeria and the UK | Does its stated cheque size fit the round, and is its mandate still current? | Investigate further before saving |
| UK headquarters; US-only growth-stage investments | Does the company meet its actual geography and stage requirements? | Exclude from this seed shortlist |
| Africa-focused; sector not stated | Does a current first-party source confirm investment in retail software? | Keep unresolved until checked |

## Save one reason and one source

For every real candidate, record the investor/firm name, the firm's source URL, review date, stage, sector, investment geography, currency/cheque range if stated, one concrete fit reason and the next question to verify. Do not fill missing details with guesses. Use available contact details only for relevant, appropriate outreach.

Directory: https://cofoundally.com/investors