Name the account and person, explain the buyer problem and show why the investor may have a connection. Relevant sources include current board roles, operating history and professional relationships the investor confirms.
Do not assume access to every portfolio company or limited partner. Some relationships are sensitive or unsuitable for commercial introductions.
Provide a brief editable note and a clear next step. Ask whether the investor prefers to seek the recipient's permission first. Keep requests focused and respectful of the investor's own priorities.
Track approved requests, introductions sent, responses, held meetings and accepted opportunities. Follow up proportionately and send appropriate outcome updates to the connector.
An investor introduction may create access without creating a buying project. Apply the same qualification discipline you use elsewhere.
Orbb can support target-person research and coordination across investor and advisor networks. The investor retains control over whether and how to make each introduction; a data graph should not imply that their reputation is an unlimited sales resource.