Hello!

If you’re looking to find angel investors and their contact details, read on.

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Step-by-Step Guide to Finding Angel Investors

Here’s how you can use Clay to find angel investors programmatically, focusing on decision-makers in India. Follow these steps carefully:

1. Sign Up for Clay

Start by signing up for Clay using this link. As mentioned, you’ll get a 14-day free trial, giving you ample time to explore its features without any upfront cost. When you upgrade, you get 3,000 extra credits for free. These are worth $229 on their lowest plan.

2. Navigate to “Find People” in Quick Start

Once you’re logged in, click on “Find People” in the Quick Start menu. This option allows you to define your search criteria and locate potential contacts. Here’s what the interface looks like:

Clay Quick Start Menu – Find People Option

3. Define Your Search Criteria

You’ll see a popup or modal where you can configure your search. This is where you specify the criteria for finding angel investors. Here’s how to set it up:

• Job Title: Select decision-making roles such as Founder, Co-Founder, CEO, President, Vice President, Director, or Head of a department. These are the individuals most likely to have the authority and interest to invest as angel investors.

  

  Clay Job Title Filter

4. Add Bio Keywords

Under the “Bio” section, add the following keywords to narrow down your search:

• “Investor” in the headline (e.g., “Angel Investor” or “Investor” in their LinkedIn headline).

• Other direct-to-consumer (D2C) or relevant industry terms in the “About” section (e.g., terms related to startups, venture capital, or entrepreneurship).

5. Specify Location

Under “Location,” select “India” in the “Include countries” field to focus your search on angel investors based in India.

6. Preview Your Results

Once your criteria are set, click the “Preview People” button. You’ll see the first 50 results matching your search. If you hover over “100+ results,” wait a few seconds, and Clay will display the total number of people meeting your criteria.

Here’s an example of what the preview might look like:

Clay Search Results Preview

7. Import Your Results

When you’re satisfied with your search criteria and results, click “Import” > “Import to new table.” Under the free plan, you can import up to 50 or 100 results at a time, depending on your credit balance.

8. Tidy Up Your Results

After importing, you can filter, sort, and delete entries to refine your list. Remove any profiles that don’t align with your goals (e.g., individuals who aren’t actively investing or aren’t relevant to your industry).

9. Enrich Profiles (Optional)

To gather more data, you can enrich the profiles further using Clay’s data enrichment features. This might include finding email addresses, phone numbers, or additional LinkedIn details. For angel investors, I recommend reviewing their LinkedIn profiles manually, then sending a connection request with a personalized note.

10. Find Contact Details

If you need email addresses or phone numbers, you have several options:

• Set up a data enrichment “waterfall” within Clay to automatically source this information.

• Use Apollo’s free Chrome extension to find emails directly from LinkedIn profiles: Apollo Chrome Extension.

• Use the LinkedIn profile URL in the email-finding template I shared in a previous post: Find Emails Template.

This template, which I’ve made freely available, leverages a combination of tools to validate and source emails in under 10 seconds, making it ideal for cold emailing campaigns.

Additional Tips for Finding Angel Investors

• Narrow Your Criteria: If your results exceed 100 profiles, add stricter filters (e.g., specific cities in India) to keep the list manageable.

• Automate Email Discovery: Plug multiple LinkedIn URLs into the email-finding template mentioned above to automate the process.

• Personalize Outreach: For raising investment, craft personalized emails or LinkedIn/Twitter messages to build rapport with potential investors.

• Explore Other Potential Investors: Beyond the criteria above, consider targeting successful entrepreneurs, executives in related industries, or members of angel networks. Use Clay to define new criteria and repeat the process.

You can also find phone numbers using Clay, further expanding your outreach options.

Why This Method Works

This approach leverages Clay’s advanced search and enrichment capabilities, combined with LinkedIn’s vast network of professionals.

By focusing on decision-makers with “investor” in their bio and targeting specific locations like India, you increase your chances of connecting with individuals who have both the means and interest to invest in early-stage ventures.

Challenge for Readers

Who else, besides the profiles identified above, do you think might be interested in becoming an angel investor? Define your own target audience, set up the criteria in Clay, find the people, and follow these steps. Share your findings or questions in the comments below—I’d love to hear your insights!

Conclusion

Finding angel investors programmatically doesn’t have to be overwhelming. With Clay and a structured approach, you can identify and connect with potential investors in minutes.

Tools mentioned in this post (complete list)

• Clay (3000 FREE credits upon upgrade): Boost meeting bookings with AI-driven, personalized outreach that leverages diverse data sources for highly targeted campaigns.

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Hello!

Last month I started a long conversation with a lead that came in via Relay.app.

They wanted to eliminate a manual job of extracting information from 100s of PDF files to run a monthly rent roll report.

This is a short story of how I helped them eliminate one mundane, but laborious job using AI.

Or did I make it easier?

Let’s find out.

If you don’t like the content I share anymore, please hit the unsubscribe button.

Tools mentioned in this post (complete list)

• Relay.app

• Claude by Anthropic

• OpenAI

• Google Suite (Google Drive, Google Sheets, Google Apps Script)

Problem statement

The company processes 100s of Housing Assistance documents every month for a list of 2,500 rental properties.

The job involves:

• scanning the PDFs to save them digitally

• manually extracting information like the new rent, the effective contract starting date, new HAP, etc. along with identifying the rental property it is applicable for

• renaming the PDFs to indicate who they belong to

Goal

I had to find a way to automate this process using AI and automation to minimize manual involvement.

Solution

1. We designated a folder on Google Drive to house all the PDFs.

2. I set up an automation in Relay.app to extract the information using AI.

   1. Trigger: New file added to a Google Drive folder

   2. Actions:

      1. Extract information using AI and OpenAI/Anthropic.

      2. Find the rental property the said file belongs to.

      3. If found, add the extracted information in the row.

      4. If not found, add the extracted information in a new row.

3. For any PDF where the right rental property was not found, we manually update the search key to make it easier the next time, and map the unmatched row to the correct rental property.

4. We set up a formula to create the new name for the PDF.

5. Rental properties that had new data were then filtered into a new sheet.

6. A custom Google Apps Script then renamed these files.

Challenges

Coming up with a prompt to extract the data in the desired format was the biggest challenge. The fact that these PDFs were sent by different agencies and were therefore in different formats didn’t make it easy.

The second challenge was to come up with a structure of the Google Sheets workbook to accommodate for cases where the rental properties were not identified correctly because of bad scans of the PDFs.

Another challenge was to understand if we should use a single automation tool for all the steps in the process, living with the constraints of the platform, or use Google Apps Script wherever it made sense.

If you think this would help a friend, consider forwarding this email to them.

If you were forwarded this email, and if you find this useful, consider subscribing to my newsletter.

If you’re interested in the video, here it is.

But if you’re interested in a gist of this video, here it is.

But, at any point, if you don’t like the content I share anymore, please hit the unsubscribe button.

A Simple Setup for Scaling Outbound

B2B sales can be streamlined without needing complex strategies.

To reach out to a large number of leads efficiently, start by identifying the right lead sources based on your industry. For general B2B leads, consider Apollo or Ocean.

Store Leads is recommended for e-commerce, while Clay’s Google Maps Source is ideal for finding local businesses. If targeting specific individuals within companies, use Apollo, LinkedIn Sales Navigator, or Clay's integration for people searches.

Once you have your leads, there are three primary outreach methods: cold email, cold calling, and LinkedIn outreach.

- Cold Email: Set up sender domains that differ from your main domain to protect its reputation. Keep emails concise, focus on a compelling offer, and use tools like Clay to scale personalization. Instantly and SmartLead help you set up email infrastructure for cold emailing.

- Cold Calling: Personalize scripts based on your research and use an AI dialer like Orum for high-volume outreach. This method is particularly effective for high-priority leads.

- LinkedIn Outreach: This mirrors email outreach but with a focus on the social platform's lower message limits. Tools like HeyReach and La Growth Machine can automate LinkedIn connection requests and follow-up messages.

I have documented the basic landscape of what you can do with Clay.

For scaling and automating these processes, tools like Clay can help with data enrichment and personalized outreach at scale. To maximize outreach efficiency and effectiveness, consider integrating these tools into your strategy.

Special thanks to Patrick from The Kiln for sharing this brief.

Tools mentioned in this post (complete list)

• Clay (3000 FREE credits upon upgrade): Boost meeting bookings with AI-driven, personalized outreach that leverages diverse data sources for highly targeted campaigns.

• Apollo: Discover, engage, and convert leads with our platform, offering access to 250 million contacts at over 60 million companies.

• Instantly: Instantly helps you scale your outreach campaigns through unlimited email sending accounts, unlimited warmup, and smart AI.

• SmartLead: Boost your outreach with unlimited mailboxes, AI-powered warm-ups, and advanced rotation to maximize deliverability and avoid spam filters.

• Heyreach: LinkedIn automation platform for lead gen agencies and recruiters

• La Growth Machine: Streamline your sales process with automated, multi-channel outbound outreach.

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Understanding the NoCode Landscape

I contribute to communities a lot.

Usually on Reddit.

I often find myself using this handy list of NoCode platforms.

It is to help answer questions from other users about choosing the right platform.

I thought you would find this handy in the future.

I have also mentioned some perks, some of them exclusive next to each.

So bookmark it, maybe?

Cheers,
Amit Sarda

PS: All these tools are neatly organized in this directory.

NoCode Platforms to build Mobile Apps

• Draftbit for React native mobile apps, open source, with code

• Flutterflow for native mobile apps

• Adalo for native mobile & web apps

NoCode Platforms to build Web Apps

• Bubble for advanced SEO-friendly web & mobile apps

• WeWeb [10% off, 12 months] for scalable business web apps & SaaS

• Xano [10% off] & Backendless [15% off (PROMO15)] for backend for WeWeb & Bubble

NoCode Platforms to build Internal business apps

• Glide [15% off, 1yr (AMIT15)] & Noloco

• Retool [20% off for 6 months] for internal, developer-friendly business apps

• NotionApps to build apps on top of a Notion database

NoCode Platforms to build Simple SEO-friendly directories

• Ycode for websites, directories with Airtable

• Spreadsimple for ecomm stores

• Softr for directories & simple landing pages

NoCode Platforms to build Websites with Blog/CMS

• Framer [3 months FREE (partner25proyearly)] & Webflow (older than Framer, but with more features) for beautiful, SEO-friendly websites

• Automattic (Wordpress) to build scalable, SEO-friendly, self-hosted websites and blogs

• PageCloud for high performing websites, AI-powered content, custom forms, analytics

• Versoly for SEO-friendly complete websites

• Dorik for inexpensive website/landing page + blog builder

• Feather to publish an SEO-friendly blog via Notion

NoCode Platforms to build Landing Pages

• Carrd is inexpensive & fast

• InstaPage for customizable LPs for marketing campaigns

• Unbounce (20% off 3 months or 35% off 1 year) for LPs that work well with paid advertising

• LeadPages for sales pages

• Unicorn Platform [20% OFF (viafirst20)] for landing pages, basic directories

NoCode Platforms to launch e-Commerce stores

• Shopify is the most popular online shopping platform

• Tradly & ShareTribe for marketplace shopping apps

NoCode Platforms to launch Courses

• Teachable, LearnWorlds, PluralSight, GraphyCreator to create & sell online courses

• Thinkific, Podia for creating, marketing, selling courses, digital products, communities

• Passion to launch mobile & web apps for creators, coaches

Boilerplates if you’d like to use custom code

• Shipfast, Builder Kit, RocketLaunch

Hello!

This email is about Clay (a tool to scale your outbound efforts).

If that’s something you’re not interested in, you can skip this email.

Jordan Crawford’s talk blew my mind.

One person in the session said he is there because he is Jordan’s fan.

Well now they are not alone.

So I thought it would be good to share something from the talk.

Table of Contents

• 6 Clay.com flows from Jordan Crawford’s talk

  • 1. Competitor Analysis Flow

  • 2. LinkedIn Post Monitoring Flow

  • 3. Personalized Outreach Flow

  • 4. Financial Document Analysis Flow

  • 5. Website Analysis Flow

  • 6. Thought Leadership Tracking Flow

• Common theme across the flows

6 Clay.com flows from Jordan Crawford’s talk

Following are some of the detailed flows he mentioned during the talk.

1. Competitor Analysis Flow

• Use a Claygent to find the company's website

• Scrape the company's "About" page

• Use AI to identify the company's niche and key competitors

• Scrape reviews for the identified competitors

• Summarize the company's strengths and weaknesses compared to competitors

• Generate an email highlighting the analysis

2. LinkedIn Post Monitoring Flow

• Set up a webhook to receive new LinkedIn posts

• Use a Claygent to extract key details like the post URL and author

• Run a prompt to assess if the post is relevant (using criteria like no emojis, fewer than 300 characters, etc.)

• If the post is deemed relevant, use a more expensive AI model to validate the assessment

• Merge the results and push the validated, relevant posts to Slack

3. Personalized Outreach Flow

• Use a Claygent or Google search to find the prospect's website and job title

• Scrape information about the company's priorities and challenges

• Use AI to compose a personalized message highlighting how the product/service can help with those priorities

4. Financial Document Analysis Flow

• Extract text from 10-K/10-Q filings using PDF parsing

• Use AI to identify key information like company priorities

• Relate the extracted priorities to the prospect's role and needs

• Compose a personalized outreach message based on the analysis

5. Website Analysis Flow

• Use a Claygent or Google search to find the specific web page of interest

• Take a screenshot of the page

• Use AI to analyze the page and identify the presence/location of specific elements (e.g., "make a payment" button)

• Summarize the findings in a concise way

6. Thought Leadership Tracking Flow

• Identify key executives at the target company

• Construct a Google search query to find recent thought leadership content from those executives

• Use AI to summarize the key points and insights from the content

Common theme across the flows

• Breaking down complex tasks into smaller, manageable steps

• Leveraging web scraping, Google search, and AI analysis at each step

• Iterating on prompts and workflows to improve reliability and accuracy

• Packaging the insights into personalized, valuable outputs for the end user

If you have any feedback, please drop me a note by replying to this email.

Best,
Amit Sarda
AmitSarda.xyz | Tools Directory | LinkedIn | Twitter