The LegalTech Fund Playbook: Customer Intros

At The LegalTech Fund, we find ourselves talking to lots of people in and around the legal system who can help our portfolio (this includes 150+ formal and informal advisors that are general counsels, decision makers at law firms, heads of business units, CEOs, PE / VC’s, CIO’s, CTO’s, etc.). Our goal is to make as many mutual connections as possible to both help our advisors and our portfolio companies achieve their goals. To be sensitive to everyone, we aim for double opt-ins which helps us make 100+ of these connections a week.

Our goals:

• Facilitate an intro as quickly and directly as possible

• Make sure that the parties are aware of what the other does

• We can simply pushing forward on an email when enough context is provided

  
  

Quick example below, all of which needs to be tailored. Every word counts, so this should take a few minutes to craft.

This template, we've found, works best:

Zach [or whomever is making the intro],

We would love for the opportunity to chat w/ [INSERT WHO THE INTRO IS/ OR GENERALLY THE TEAM] at [INSERT COMPANY NAME]. We think that this could be interesting for [REASON 1, 2, 3]. Please find a few summary bullets below to provide a quick overview of [INSERT YOUR COMPANY NAME] designed to help facilitate an intro.

Best,

Insert Name

• Our company helps do X, Y & Z.

• We are being used by customers X, Y & Z and have found that when using our company these are the results.

• One more relevant bullet.

• Please also find attached more info.

  
  

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About The LegalTech Fund We invest in companies transforming the world of law. This article is written by Zach Posner. Follow us on LinkedIn.