Strategy & Research · Research & Synthesize
Name the fund. Get every portfolio company, with the right contact.
Selling to a fund’s portfolio, sourcing co-investments, or running a partner motion off a VC relationship? Doe maps the entire portfolio, finds the right buyer at each company, verifies the email, and keeps the list current as the fund makes new investments, with a source on every row.
Works acrossDoeWeb ResearchGoogle SheetsHubSpot
What you get.
Name an investor, a fund, or a thesis, and Doe maps the full portfolio into a verified, contactable list: every company the fund backs, the right buyer at each, and a deliverable email, with the source on every row. It reads portfolio pages, announcements, and public filings the way an analyst would, dedupes against what you have, and qualifies each company against your ICP. Re-run it whenever you need the portfolio refreshed to fold in the fund’s latest investments.
A portfolio page is a wall of logos you can’t work from.
Portfolio-based motions are some of the warmest there are: an intro through a shared investor, a sponsor selling its whole portfolio a tool, a fund mapping who else backs its companies. But the starting point is always the same dead end: a portfolio page that’s a grid of logos with no people, no emails, no structure. Turning it into something you can work means clicking every logo, finding the company, hunting for the right buyer, verifying an email, and copying it into a sheet. Forty times, for one fund, and it’s stale by the time you finish because they announced two new investments last week.
And logos are only the easy half. Funds back companies that never made the public grid, lead through SPVs, and add new ones constantly. A one-time scrape gives you a partial, decaying snapshot of something that changes every week, so the motion runs on a list that was wrong the day it was built.
What changes.
- 01Starting pointBefore · A grid of logos with no people or emailsWith Doe · A structured list with the right buyer per company
- 02CoverageBefore · Only what’s on the public logo wallWith Doe · Public grid + announcements + filings, with sources
- 03ContactsBefore · Hunt and verify each one by handWith Doe · Right persona found, email verified on output
- 04Staying currentBefore · A one-time scrape, stale in a weekWith Doe · Re-run any time to fold in new investments
From a logo grid to a verified, current contact list
- 01Maps the fund’s portfolio from public sourcesWeb ResearchDoe read the fund’s portfolio page, announcements, and public filings and assembled the full list of companies it backs, including ones not on the logo grid, the way a research analyst would, with the source for each
- 02Qualifies each company against your criteriaDoeThe Judge scored every portfolio company against your ICP or thesis with a reason (stage, sector, size), so you can work the relevant subset instead of all 200 logos indiscriminately
- 03Finds the right buyer at each companyDoeUsing its native people search, Doe found the person who matches your target persona at each qualified company, the right title for what you sell or the intro you want rather than a generic contact
- 04Verifies contacts and dedupes against what you haveDoeDoe verified each email on output and checked the list against your CRM, so you don’t pitch a company a colleague already owns or chase an address that bounces
- 05Delivers the structured list and keeps it currentGoogle SheetsDoe wrote a clean list (company, fit reason, contact, verified email, source) to a sheet and your CRM, ready to work and ready to refresh as the fund invests
Start with the right source material.
- 01Add your library and toolsAdd or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
- 02Describe what you need“Map the full portfolio of this fund: every company it backs, from the portfolio page, announcements, and filings. Qualify each against our ICP, find the [VP Eng / Head of Ops / founder] at the relevant ones, verify the email, dedupe against our CRM, and refresh it whenever you need the latest investments folded in.”
- 03It runs on scheduleRun it whenever you need the portfolio mapped or refreshed; it comes back verified and current.
Before you delegate.
- 01Can Doe find portfolio companies that aren’t on the public logo grid?Often, yes. Doe goes past the portfolio page to read funding announcements and public filings the way an analyst would, which surfaces companies a fund has backed that never made the marketing grid. Coverage depends on what’s public, and every company comes with the source it was found in, so you can see how it was identified.
- 02Can I map by thesis instead of by a single named fund?Yes. You can point Doe at a specific fund, at several funds at once, or at a thesis like "seed-stage climate companies backed by tier-1 investors," and it will assemble and qualify the matching set. The Judge scores each company against your criteria with a reason, so a broad thesis still returns a worked, relevant list rather than everything.
- 03Whom does it find at each company, and can I control the persona?You set the target persona and Doe finds that person at each qualified company using its native people search: the founder for a partnerships intro, the VP of Engineering if that’s your buyer, and so on. It returns the right title for your motion, with a verified email, instead of a generic "info@" or whoever happens to be listed.
- 04Are the contacts verified, and where does the data come from?Verified on output: Doe runs a verification waterfall and flags anything risky rather than including it. Company and contact data comes from Doe’s native search and enrichment plus public web sources; nothing is pulled from behind a login or against a platform’s terms, and the source of each field travels with the row for auditability.
- 05How does it stay current as the fund makes new investments?As a Loop, Doe re-checks the fund on a schedule (weekly is typical) and adds newly announced portfolio companies, finds and verifies their contacts, and skips everything already on your list. So instead of a snapshot that’s stale in a week, you keep a living map of the portfolio that grows as the fund does.