How to Use SeriesA.ai
Your comprehensive guide to mastering investor outreach with AI-powered tools
What is SeriesA.ai?
SeriesA.ai is an AI-powered investor outreach platform designed specifically for Indian startups. Access 6,000+ funded founders and 5,000+ verified investors, with unlimited WhatsApp outreach, AI-generated messages, and comprehensive tracking tools.
Database
6k+ founders who raised $5M+, 5k+ investors, updated weekly
AI-Powered
Generate personalized messages with 5 AI models and custom templates
Multi-Channel
Email, LinkedIn, WhatsApp, and Twitter outreach in one platform
India-Specific
Curated data for Indian startup ecosystem with local insights
Founders Directory
Browse 6,000+ Indian startup founders who have raised over $5M in funding. Each profile includes detailed information about their company, funding history, and contact details.
Advanced Filtering Options:
By Company:
- • Industry (SaaS, FinTech, EdTech, HealthTech, etc.)
- • City (Bangalore, Mumbai, Delhi, Hyderabad, etc.)
- • Funding amount (₹5M+, ₹20M+, ₹100M+)
By Contact Info:
- • Has LinkedIn profile
- • Has phone number
- • Investor names (who invested in them)
What You Get: Full name, current company, title, funding raised, industry, location, LinkedIn profile (2 credits), and unlockable email/phone (15 credits each via Apollo search)
How to Use:
Search & Filter
Use the search bar and filters to find founders matching your criteria
View Details
Click the eye icon to see their full profile in a detailed drawer
Unlock Phone Numbers
Search for phone numbers using Apollo data enrichment (15 credits) for WhatsApp outreach
Direct Actions
Use inline buttons to email, message on LinkedIn, or WhatsApp directly from the table
Investors Directory
Access 5,000+ verified investors including VCs, accelerators, PE firms, corporate VCs, and family offices. View their portfolio companies, investment thesis, and sectors of interest.
Filter By:
- • Investor Type: VC, Accelerator, PE, Corporate VC, Family Office
- • Sectors: Technology, Healthcare, Consumer, FinTech, SaaS, etc.
- • Funding Rounds: Seed, Series A, Series B, Series C+
- • Lead Investor: Filter for investors who lead rounds
- • Location: Search by city or country
Portfolio Insights: View each investor's portfolio companies, recent investments, total deal count, and investment patterns to understand their thesis
Professionals Directory
Find professionals working at investor companies for direct outreach. Access decision-makers, analysts, and partners at VC firms and investment companies.
What You Get:
- • Full name and job title
- • Company details and funding information
- • LinkedIn profiles (2 credits to view)
- • Unlockable phone numbers (2 credits via Apollo)
- • Seniority level and role type
What Are Connections?
The Connections feature helps you find indirect paths to investors through funded founders in your network. Instead of cold outreach, leverage warm introductions for higher success rates.
How It Works:
- 1. Upload your LinkedIn connections CSV file in Settings
- 2. System matches your connections with funded founders in database
- 3. Discovers which investors funded those founders
- 4. Shows you the introduction path: You → Founder → Investor
Connection Types
Direct Connection
The investor is directly in your LinkedIn network - reach out immediately
Indirect Connection
Connected through a funded founder - request a warm introduction
Dual Contact Actions
For indirect connections, contact both the founder AND the investor:
Contact Founder (Intermediary)
Email, LinkedIn, or WhatsApp the founder to request an introduction to the investor
Contact Investor (Target)
Reach out directly mentioning your mutual connection for social proof
Filtering Options
- • Connection Type: Filter by direct or indirect connections
- • Connection Source: Filter by the founder who provides the connection
- • Search: Find specific investors or founders in your network
Pro Tip: Warm introductions have 5-10x higher response rates than cold outreach. Always check Connections first before doing cold outreach to see if you have a path to the investor.
How AI Generation Works
SeriesA.ai uses OpenAI's latest models to generate highly personalized outreach messages. The system automatically gathers context about you, your company, and the recipient to create compelling messages that get responses.
Step 1: Context Gathering
System pulls your profile (name, company, title), funding details (amount raising, use of funds, target close date), recipient information (name, company, funding history), and your preferences (messaging style, AI priorities)
Step 2: Prompt Construction
Builds AI prompt using proven cold email framework: Why them (personalized reason) → What you offer (value proposition) → Call to action (clear next step) → Proof (credibility signals)
Step 3: AI Generation
Calls OpenAI API with your selected model, applies messaging style instructions, incorporates custom AI priorities, and ensures anti-spam compliance
Step 4: Token Tracking & Billing
Tracks exact token usage (input + output tokens), calculates cost based on model pricing, deducts AI credits from your balance
Step 5: Review & Send
Review generated message, make any edits, then send immediately or schedule for later
Available AI Models
Choose from 5 different OpenAI models based on your quality and budget needs:
GPT-4o
Most capable model, best for complex reasoning and nuanced messaging
GPT-4o Mini
Balanced performance and cost, great for most use cases
GPT-5 Mini (Recommended)
Fast, affordable, and high-quality - best value for money
o1-mini
Advanced reasoning for complex scenarios
o1
Highest reasoning capability, best for strategic messaging
Messaging Styles
Choose from 6 different messaging styles for investors and 6 for founders:
Professional & Formal
Traditional business tone, respectful and polished
Friendly & Conversational
Warm, approachable, builds rapport naturally
Direct & Concise
Straight to the point, respects their time
Storytelling
Narrative-driven, engaging and memorable
Data-Driven
Focus on metrics, numbers, and results
Humble & Grateful
Appreciative tone, shows respect and gratitude
Message Customization Options
Platform
Choose Email, LinkedIn, WhatsApp, or Twitter - each optimized for platform-specific best practices
Message Length
Short (50-100 words): Quick intro, best for first touch
Medium (100-150 words): Balanced detail, most common
Long (150-200 words): Comprehensive pitch with more context
Message Intent
Connection Request: Initial outreach to connect
Reference Request: Asking for introductions or referrals
Introduction: Formal introduction with pitch
Custom AI Priorities
Set custom instructions in Settings → AI Priorities that will be given highest priority in message generation. Use this to:
- • Emphasize specific achievements or metrics (e.g., "Always mention our 300% YoY growth")
- • Include particular talking points (e.g., "Highlight our AI technology advantage")
- • Avoid certain topics or phrases (e.g., "Never use the word 'revolutionary'")
- • Customize tone beyond presets (e.g., "Be more casual and use humor")
- • Add company-specific context (e.g., "Mention our recent partnership with XYZ Corp")
Typical Cost: Most messages cost ₹5-15 in AI credits depending on the model and length. GPT-5 Mini is recommended for best value - a 150-word message typically costs ₹2-5.
Pro Tip: Complete your Funding Profile and set AI Priorities before generating messages. The more context you provide, the more personalized and effective your messages will be.
Outreach Channels
Send via Gmail integration with automatic tracking
Free with GmailDirect link to send connection requests
2 credits per viewUnlimited outreach via WhatsApp Web
Free messagingPhone Search
Apollo-powered phone number discovery
15 credits per searchPhone Number Unlock
When phone numbers aren't immediately available, use Apollo data enrichment to search for them:
Click "Unlock Phone"
Opens dialog showing 15 credit cost for phone search
Search via Apollo
System queries Apollo's data enrichment API for phone numbers
Saved for Future
Once unlocked, phone number is cached and available for all future uses
Bulk Compose & Scheduling
Send personalized messages to multiple recipients at once with intelligent scheduling.
Features:
- • Generate unique messages for each recipient
- • Schedule sends with configurable delays (1-60 minutes)
- • Queue system sends 10 emails at a time
- • Automatic retry on failures
- • Track delivery status for each message
Activity Tracking
Every action is automatically tracked in your Outreach History:
Best Practice: Use the Outreach History page to review all your activities, filter by type, and identify which contacts need follow-up.
Two Types of Credits
Outreach Credits
Fixed-rate credits for viewing profiles and unlocking data
AI Credits
Usage-based credits (₹) for AI message generation
Purchasing Credits
Buy credits separately for outreach and AI usage. Credits never expire.
5K Credits
₹2,999
10K Credits
₹5,499
25K Credits
₹12,999
50K Credits
₹24,999
Typical Usage: Phone searches cost 15 credits each, LinkedIn views cost 2 credits, and AI message generation costs ₹2-15 depending on model and length. A 10K credit package typically covers hundreds of contacts depending on your usage patterns.
Subscription Plans
Starter (1 Month)
₹9,999
- • 5,000 Outreach Credits
- • 5,000 AI Credits (₹5,000)
- • Access to 6k+ founders & 5k+ investors
- • Unlimited WhatsApp outreach
- • AI-powered message generation
- • Gmail integration
- • Activity tracking & analytics
Growth (3 Months)
₹19,999
₹6,666/month
- • 10,000 Outreach Credits
- • 10,000 AI Credits (₹10,000)
- • All Starter features
- • Priority support
- • Bulk compose & scheduling
- • Advanced analytics
Scale (6 Months)
₹29,999
₹4,999/month
- • 15,000 Outreach Credits
- • 15,000 AI Credits (₹15,000)
- • All Growth features
- • Dedicated account manager
- • Custom integrations
- • Fundraising strategy call
Payment Process
Select Plan
Choose the subscription that fits your needs
Razorpay Checkout
Secure payment via Razorpay (UPI, Cards, Net Banking)
Instant Activation
Credits added immediately, full platform access unlocked
Secure Payments: All payments are processed through Razorpay with bank-grade security. We never store your card details.
Setup Process
Go to Settings
Navigate to Settings → Gmail Integration tab
Connect Gmail
Click "Connect Gmail" and authorize with Google OAuth
Start Sending
Emails will be sent from your Gmail account with automatic tracking
Features
OAuth 2.0 Security
Secure Google authentication
Auto Token Refresh
Never lose connection
Activity Tracking
Every email logged automatically
Bulk Sending
Queue and schedule emails
Important: Gmail has daily sending limits (500 emails/day for regular accounts, 2000 for Google Workspace). Use bulk compose with delays to stay within limits.
Settings Tabs
Account Settings
Update name, email, and password
User Profile
Company info, role, and professional details
Funding Profile
Your fundraising details (amount raising, use of funds, target close date)
Credits Management
View balances, transaction history, and purchase credits
Gmail Integration
Connect/disconnect Gmail account
LinkedIn Connections Upload
Upload your LinkedIn connections CSV to discover warm introduction paths
AI Priorities
Custom instructions for AI message generation (highest priority)
Messaging Styles
Choose default messaging style for AI generation
AI Model
Select preferred AI model and see pricing
AI Priorities (Custom Instructions)
Add custom instructions that will be given highest priority in AI message generation. Use this to:
- • Emphasize specific achievements or metrics
- • Include particular talking points
- • Avoid certain topics or phrases
- • Customize tone or style beyond presets
- • Add company-specific context
Pro Tip: Complete your Funding Profile and set AI Priorities for the best message generation results. The more context you provide, the more personalized your messages will be.
Ready to Start Your Fundraising Journey?
Join hundreds of founders who are successfully raising capital with SeriesA.ai's AI-powered outreach platform.