Flowlie User Guide

🗺️ Located on the ‘Investor Research’ tab Use ‘Search’ sub-tab to conduct searches Use ‘Imported’ sub-tab to import investors you’ve already researched outside of Flowlie (click the black “Import” button in the top right corner) Two Ways to Discover Investors Automatic Search: Our ML-powered recommendation engine surfaces investors or firms who are the best fit for your company (investors with a high “Fit Score”) We use information scraped from your website during onboarding to fine tune the Fit Score - you can always update this information on the ‘Investor Research’ tab Manual Search: Use advanced search filters to narrow down investors based on specific criteria like stage, sector, geography, industry, and more Note: whether you are using an automatic search or a manual search, you will be prompted to conduct either an investor or firm search If you click on a fund or investor in the search results, it will open up their detail page, allowing you to navigate from a firm to the investors at that firm or vice versa Importing Previous Research Use ‘Imported’ sub-tab to import investors you’ve already researched outside of Flowlie (click the black “Import” button in the top right corner) Universal Investor or Firm Search Use Command+K as a quick shortcut to search for any investor or firm, and navigate directly to their detail page

🗺️ Located on the ‘Investor Research’ tab To get to a firm or investor detail page, click on a firm or investor in the search results table after conducting a search Firm Pages Each firm page provides comprehensive insights to help you evaluate potential investors: Fit Score: Shows where your startup spikes against a fund or investor’s thesis Portfolio Analysis: Review each firm's investment tendencies and get a breakdown of their portfolio by geo, industry, business model, and more Team Directory: Browse all investors at a firm Portfolio: Explore portfolio companies that the firm has backed, sorted by similarity to your startup Pro Tip: Use Command+K from anywhere to quickly view a firm or investor detail page

🗺️ Located on the ‘Investor Research’ tab Target Lists live on the ‘Your Target Lists’ and ‘Curated Target Lists’ sub-tab Why Target Lists Matter Target lists help you organize and prioritize the investors you want to reach. They're the best place to organize your research Founders often create different target lists for specific geographies (Series A NY Investors), types (Series A VCs, Series A Family Offices), and industries (Series A Cyber Investors, Series A Enterprise Investors) Creating a Target List As easy as navigating to the ‘My Target Lists’ sub-tab and clicking the “+ new” button in the top right corner Adding Investors to a Target List If conducting an investor search, add investors from the search results table by checking the box next to their name and clicking “Add to Target List” button If conducting a firm search, add firms from the search results table by opening up their firm detail page (click on the firm), clicking the “Add to Target List” button, selecting the investors you want to add, and confirming which Target List Sharing Target Lists Copy the shareable link and share a Target List with team members or external parties who are willing to make introductions to show them who you’re targeting. Then they can let you know who they’re able to make intros to Curated Lists Access pre-built Curated Lists, curated by our team or partners for specific geographies, stages, and industries

🗺️ Located on the 'Activate' tab Why Network Analysis Matters Network analysis helps you find warm introductions to investors by mining the collective networks of your team. The more connections you add, the higher your chances of finding intro paths to your target investors. Connecting Your LinkedIn Start on the 'Activate' tab and connect your LinkedIn via API Then, import your connection CSV, which gives Flowlie a baseline of all first-degree connections in your network Inviting Team Members Invite anyone willing to go above and beyond for your fundraise: Co-founders Early investors CFO Lawyer Banker Advisors Ask each person you invite to do the same — this widens the network aperture significantly. One person might have 5,000 connections, but adding your full team could expand that to 25,000+ connections, dramatically increasing your chances of finding warm intro paths to investors.

🗺️ Located throughout the app via the purple "Find Intros" button Why Finding Intros Matters One of the most common workflows for founders using Flowlie is searching for warm introductions to investors. This feature pings LinkedIn's API to find mutual connections between your network and your target investors. How to Find Intros Click on any firm or investor to get to their detail page Click the purple "Find Intros" button to queue the search You can also run the intro finder on an entire Target List at once (recommended workflow) Tracking Your Searches 🗺️ Located on the 'Network Analysis' tab → 'Intro Finder' sub-tab This is where your search queue lives View manual vs. automatic searches and track what's been completed See anything currently in queue (searches won't all be immediately available) Viewing Results Once searches complete, intro paths populate in the "Intros" column for a quick view of who's connected to each investor For a more detailed view, go to the investor's detail page → 'Intro Paths' sub-tab Here you'll see all individuals in your first-degree network who have some relationship with that investor — whether it's just a LinkedIn connection or a stronger economic relationship (e.g., portfolio founder)

🗺️ Located on the ‘Investor Research’ tab Two Ways to Find Warm Introductions Manual Intro Hunting Use this approach when you already have specific investors or firms in mind. Research investors and firms Add them to a targeted list Run an intro analysis to identify who on your network can make an introduction This workflow is ideal when you are pursuing a defined outreach strategy Automatic Intro Finder Use this approach to proactively discover new intro opportunities. Flowlie deploys an agent to search for warm introductions to investors and firms that are most likely to be interested in investing right now Investors are selected based on Flowlie’s internal signals and relevance to your company You can configure: Which team members’ networks to search How many searches are run daily Once configured, the intro finder runs continuously in the background To activate: Save your settings to deploy the Automatic Intro Finder. Results will start populating automatically.