How to Use CrunchBase to Find Investors

If you are looking for a clear path on how to use CrunchBase to find investors, this guide shows a simple workflow that starts with smart filters and ends with a short, personal video pitch. You will get step by step instructions, ready to copy scripts, and a template you can use today. As a result you can move from research to meetings faster.

Filter investors on CrunchBase by industry, stage, check size, and recent activity. Next export a short list. Then score each investor for fit. After that turn those insights into a simple script. Generate a 60 to 90 second video. Finally send it with the investor’s CrunchBase profile to get a meeting.

What you will need

First, set up access to CrunchBase Pro. In addition, gather your company facts, traction, and a clear ask. You will also need a place to write your script and store clips. For research, a focused CrunchBase investor search keeps your list clean. Finally, a camera or an AI video tool helps you produce fast.

Step 1: Set up Crunchbase Pro for research

Start with a clean workspace. Then confirm your target market, round, and timeline. CrunchBase Pro provides advanced filters, saved searches, and alerts. As a result you move from a vague idea to a focused list. If you do not have CrunchBase Pro, begin with the free tier and log your choices carefully.

Filter recipe to try

• Industry or keyword signals, for example B2B SaaS or climate tech
• Location and check size range
• Fund stage focus such as Seed or Series A
• Activity in the last 12 to 18 months
• Lead versus participant preference

Step 2: Build a clean investor list

Now run a Crunchbase investor search with the recipe above. Next open 20 to 40 promising profiles. Then note partner interests, portfolio overlap, and geography. After that export the list or copy it to a sheet. Keep only investors who match your stage and model. Finally tag each entry with a short reason to reach out.

Step 3: Score and segment prospects

First, assign a simple score from 1 to 5. Consider stage fit, sector fit, check size, and recency. Then segment by priority, for example A, B, and C. As a result your time goes to the best matches. Similarly, group by thesis so you can tailor lines in your script later.

Step 4: Create a video pitch template

Here you turn research into story. Start with a one line hook. Then tie your proof to the investor’s focus. After that make a clear ask and next steps. Use this video pitch template to speed up the process.

Video pitch template

1. Hook. In one sentence state the problem and your audience.
2. What changed. Share the market shift that makes your timing right.
3. Solution. Describe your product in plain words.
4. Proof. Give one metric, one logo, or one user quote.
5. Fit. Mention why this investor cares, based on Crunchbase data.
6. Ask. State round, amount, and use of funds.
7. Close. Invite a 15 minute call and share a calendar link.

Examples and scripts
For clarity, here are three ready to use scripts. You can paste them into your tool and record today.

30 second script
Hello [Name]. I build [Product] for [Audience]. In the last six months we reached [Proof]. I noticed your investments in [Portfolio]. Given your focus on [Thesis], I think this is a fit. We are raising [Round and Amount]. Can we schedule a 15 minute call this week

60 second script
Thanks for taking a look. The problem is [Problem] and teams lose time and money. Our product solves it with [Simple Solution]. Customers like [Logo] see [Outcome]. You invest in [Sector] and have led [Round]. That match stood out on Crunchbase. We are raising [Round and Amount] to scale [Plan]. If this aligns, which day works for a short intro call

90 second script
Let me give a bit more context. First, the market shifted because [Change]. Next, we built [Product] to ride this wave. Then we proved demand with [Metric, Logo, or Case]. I saw your investments in [Portfolio] and your notes on [Thesis]. Therefore I recorded this short clip to show the fit. We are raising [Round and Amount] to fund [Use]. Finally, if this is interesting, please reply with a time for a quick call. I will send a calendar link right away.

Step 5: Personalize your investor outreach video

Next turn the script into a short clip. You can record on camera, or you can use an AI presenter. Either path works if you keep it human and brief. Personalize your investor outreach video with the investor name, one portfolio mention, and a reason to talk now. Crunchbase Pro helps you find that reason in seconds.

Step 6: Distribute, follow up, and track

Send the investor outreach video by email and LinkedIn. First lead with a short line that mirrors your hook. Then paste a thumbnail that links to the full video. After that include one CrunchBase link that proves the fit. Finally follow up three times over two weeks. Track replies, watch time, and meeting rate. Consequently your message will improve each round.

Common mistakes to avoid

• Lists are too wide. Do not run a broad CrunchBase investor search without stage and recency filters.
• Scripts are vague. Always tie one line to the investor thesis.
• Videos run long. Keep the core clip under 90 seconds.
• No ask. State the round and the meeting request clearly.
• Poor tracking. Without notes you repeat the same pitch to the wrong people.

Conclusion

You just saw how to use CrunchBase to find investors with a simple, repeatable workflow. First you narrow the list. Then you score fit. Next you turn insights into a short story. After that you record and personalize a clear investor outreach video. Finally you send it with a proof link and track responses. If you want a faster path from script to screen, register for VidAU today. You can generate a polished video pitch template, create tailored clips in minutes, and book more first meetings with confidence.