📝 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.

🗺️ Located on the ‘Network Analysis’ tab All Connections: View all first-degree connections Intro Paths: See mutual connections between your network and target investors Click any connector or investor (or use Command+K) to see their intro paths Note: "Intro Path" means a first-degree connection and target investor are LinkedIn-connected at minimum. We enrich this with economic relationships (e.g., portfolio founder status) when possible. Updating Relationship Strength This is best practice. Once done, you can sort the ‘All Connections’ sub-tab by people you and your team actually know (by filtering for relationship strength) Search first degree connections and update relationship status in bulk on the ‘Activate’ sub-tab Then view the ‘All Connections’ tab and update relationship strength by selecting the correct value within the “Circle” column of the table for a given connection Network Value It takes into account the number and quality of relationships they have with target investors, and the overall utility of that connection’s network for your fundraise  Viewing Intro Paths from a Connector Detail Page Jump to a Connection Detail Page by clicking on a first degree connection from the ‘All Connections’ sub-tab or using Command+K Navigate to the ‘Intro Paths’ sub-tab to see all the target investors they’re connected with Automatically Requesting Intros From any Connector Detail Page → Intro Paths sub-tab → select investors → click "Request Intros" to generate a pre-populated LinkedIn message

🗺️ Located on the ‘Investor Pipeline’ tab Note: you must open a round on the ‘Round Planner’ tab to use the pipeline Adding Investors to your Pipeline We recommend adding investors to the ‘Engaged’ stage of the pipeline once you’ve gotten in touch with them (directly or through a connection) Investors, not Firms, can be added to the Pipeline. You can do so by opening a Target List and bulk selecting investors to add, and clicking the “Add to Pipeline” button that appears You can also do so from the Investor Detail Page or Firm Detail Page - on the left side is an “Add to Pipeline” button. If on a Firm Details Page, you’ll be prompted to choose the investor to add to the Pipeline As a reminder, you can use Command+K to jump to an Investor or Firm Detail Page and add them to the Pipeline Customizing your Pipeline Pipeline Stages: Click the “Customize Pipeline” tab in the top right corner to customize stages to match your preferences Custom Labels:  Click the “Customize Pipeline” tab in the top right corner to tag investors in your pipeline with custom labels such as “Lead” and “Follower” View Options: Toggle between table and kanban views with the icon selectors next to the filters. Either way you can drag and drop between stages Status Updates: Keep your pipeline current by clicking on the pencil icon on the right side of each row to update the status when an investor commits or passes Select a pre-filled pass reason, add additional context in the form fill, and mark whether or not they’re a fit for the next round

🗺️ Located on the ‘Investor Meetings’ tab Connecting your Google Calendar allows Flowlie to track investor meetings and automatically analyze your calls. Connecting Your Calendar Go to the Investor Meetings tab Click Connect Calendar (top right) and authenticate Once connected: Upcoming investor meetings are tracked automatically The AI note taker is enabled for all future meetings You can remove it from any individual meeting if needed Viewing Meetings & Analyses After a call, meetings appear in the Meetings sub-tab of each Fund Detail Page Access fund detail pages from anywhere in Flowlie or via Universal Search Use the Meetings tab to view: All calls with the fund Investors met Transcripts and call analyses Summary stats (total meetings, highest-ranked investor) Call Analysis & Next Steps For each investor call, Flowlie automatically generates: A call summary and firm-specific insights Sentiment analysis (interest, concerns, pushback) Clear next steps agreed upon in the meeting Next steps are aggregated at the fund level so you can manage follow-ups in one place.

Flowlie's All-In-One Fundraising Hub – Product Demo (December '25)