Investor Outreach Consultant

Investor Outreach Consultant

Engagement: 3-Month Strategic Contract

Reporting to: Founder & CEO

Role Context

Platonix is a spirituality-centric OTT and AI-enabled wellness platform focused on SoulMindBody integration. The Investor Outreach Consultant was engaged to support early-stage fundraising efforts across European, Indian, and US markets, with a focus on mission-aligned angels, wellness-focused VCs, and impact investors.

Core Mandate

To design and execute a structured investor outreach strategy that:

• Identified high-probability investor targets aligned with wellness, tech, SaaS, and conscious capital sectors
• Initiated professional investor engagement
• Built a qualified funding pipeline
• Created repeatable systems for ongoing fundraising

Key Responsibilities

1. Investor Research & Targeting

• Mapped angel networks, VCs, family offices, and impact funds aligned with wellness, spirituality, SaaS, and media-tech.
• Analyzed portfolio patterns, cheque sizes, stage preference, and geographic focus.
• Built a curated database segmented by investor type and likelihood of fit.

2. Strategic Outreach Execution

• Drafted customized cold outreach emails and LinkedIn messaging sequences.
• Positioned Platonixs unique value proposition (AI-guided journeys + content partner marketplace + spiritual positioning).
• Managed structured follow-up cadence across multiple touchpoints.

3. Pipeline & CRM Management

• Built and maintained a fundraising tracker with:
• Contact status
• Stage of conversation
• Follow-up timelines
• Warm introductions required
• Provided weekly reporting on:
• Outreach volume
• Response rates
• Meeting conversion metrics

4. Meeting Coordination & Pre-Screening

• Secured introductory calls with aligned investors.
• Conducted initial qualification conversations where appropriate.
• Coordinated scheduling across time zones.

5. Pitch Refinement Support

• Provided feedback insights from investor responses.
• Identified recurring objections and positioning gaps.
• Suggested refinements to pitch deck narrative and investor one-pager.

Outcomes Delivered During Contract

• Created a structured global investor target list across EU / India / US.
• Initiated multi-channel outreach campaigns.
• Secured qualified investor introductions.
• Built a repeatable outreach playbook for continued fundraising.
• Strengthened Platonixs investor positioning narrative.

Competencies Demonstrated

• Understanding of early-stage venture dynamics
• Strategic alignment with conscious capital / impact ecosystem
• High-level written persuasion skills
• Fundraising pipeline structuring
• Confidentiality and professional discretion
• Analytical reporting and optimization mindset