Warm Intro Request Templates

INTRO PHILOSOPHY

Why Warm Intros Matter

WARM INTRO PHILOSOPHY

WHY WARM INTROS ARE CRITICAL:
☐ 80%+ of deals come from warm intros
☐ Cold outreach rarely works
☐ Intro quality affects first impression
☐ Connector endorsement matters
☐ Relationship leverage is everything
☐ Social proof accelerates process

INTRO PRINCIPLES:

1. MAKE IT EASY
   ☐ Write the forwardable blurb
   ☐ Keep it brief
   ☐ Make connector look good
   ☐ Don't create work for them

2. BE SPECIFIC
   ☐ Name the partner you want
   ☐ Explain why they're right
   ☐ Show you've done research
   ☐ Make the connection clear

3. SHOW RESPECT
   ☐ Acknowledge their time
   ☐ Offer easy out
   ☐ Be grateful
   ☐ Close the loop

4. DON'T BURN BRIDGES
   ☐ Only ask when ready
   ☐ Don't over-ask
   ☐ Maintain relationship
   ☐ Thank regardless of outcome

INTRO SOURCE QUALITY:
☐ Tier 1: Portfolio founder = strongest
☐ Tier 2: Co-investor, partner friend
☐ Tier 3: Mutual friend, advisor
☐ Tier 4: Loose LinkedIn connection
☐ Tier 5: Cold outreach (rarely works)

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INTRO REQUEST TEMPLATES

Standard Intro Request

STANDARD INTRO REQUEST TEMPLATE

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EMAIL TO CONNECTOR
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Subject: Quick intro request - [Partner] at [Firm]

Hi [Connector name],

Hope you're doing well! I'm reaching out because
we're raising our [Stage] round and I'd love an
intro to [Partner] at [Firm].

[Why they're a fit - 1-2 sentences]:
They've invested in [similar company] and have been
writing about [your space]. I think our [specific
thing] would resonate with their thesis on [topic].

Would you be comfortable making an intro? I know you're
busy, so I've drafted a forwardable blurb below that
you can edit or use as-is.

No pressure at all if it's not a good fit or you'd
prefer not to - completely understand!

Thanks so much,
[Your name]

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FORWARDABLE BLURB (Attached Below)
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Hi [Partner],

I wanted to introduce you to [Founder name],
founder/CEO of [Company].

[Company] [one sentence description - what they do].

A few highlights:
- [Traction point 1 - e.g., "$X ARR, Xing MoM"]
- [Traction point 2 - e.g., "X customers including..."]
- [Team credibility point]

They're raising a [Stage] round of [$X] and I thought
it could be a fit given your work with [similar company]
and interest in [relevant thesis area].

I'll let [Founder] follow up with more details.

Best,
[Connector name]

Scenario-Specific Templates

INTRO REQUEST VARIATIONS

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PORTFOLIO FOUNDER INTRO
═══════════════════════════════════════

Subject: Fellow founder intro request

Hi [Founder name],

Hope [Company] is crushing it! Quick ask - I'm raising
our [Stage] round and would love to chat with [Partner]
who led your round.

I've heard great things about working with them and
think we could be a good fit given [specific reason].

Any chance you'd be comfortable making an intro? Happy
to share more context or jump on a quick call first
if helpful.

[Forwardable blurb below]

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WEAK CONNECTION (Softer Ask)
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Subject: Quick question re: [Firm]

Hi [Name],

Hope this finds you well! We connected [how/when]
and I wanted to reach out with a small ask.

I noticed you know [Partner] at [Firm]. We're raising
our [Stage] and they seem like a strong fit.

I know it's a lot to ask given we don't know each
other well - but if you're comfortable, would you
consider making an intro? I've drafted a blurb below.

Totally understand if it's not a good fit - appreciate
you even reading this!

[Forwardable blurb]

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SECOND-DEGREE (Bridge Request)
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Subject: Connection to [Target name]?

Hi [Bridge name],

Hope you're well! I'm reaching out because I'm trying
to get connected to [Target] at [Firm] and I believe
you might know [Mutual connection].

Would you be open to making an intro to [Mutual
connection] so I could ask them about [Partner]?

Happy to explain more about what we're building if
helpful.

Thanks!

Follow-Up Templates

FOLLOW-UP COMMUNICATION

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GENTLE NUDGE (5-7 days, no response)
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Subject: Re: Quick intro request - [Firm]

Hi [Name],

Just wanted to bump this up in case it got buried.
No pressure at all - completely understand if timing
isn't right or if it's not a comfortable ask.

Thanks again!

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AFTER INTRO MADE (To Connector)
═══════════════════════════════════════

Subject: Re: [Intro subject line]

[Connector name] - thank you so much for the intro to
[Partner]! Really appreciate you taking the time.

I'll reach out to them today and keep you posted on
how it goes.

Thanks again,
[Your name]

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POST-MEETING UPDATE (To Connector)
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Subject: Update on [Firm] meeting

Hi [Connector name],

Wanted to close the loop on the [Firm] intro you made.

[If positive]: Great news - meeting went really well!
They're interested in a partner meeting next week.
Will keep you posted on progress. Thanks again for
making this happen!

[If neutral]: Had a good chat. They're thinking about
it and we'll see. Thanks for making the connection!

[If pass]: They decided to pass, but it was a great
conversation and I learned a lot. Thanks so much for
making the intro regardless.

Best,
[Your name]

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IF THEY FUNDED (Final Thank You)
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Subject: We closed - thank you!

Hi [Connector name],

Wanted to share some exciting news - we just closed
our [Stage] round with [Firm] leading!

I couldn't have done it without your intro. That
single connection made all the difference.

Thank you so much. If there's ever anything I can
do to return the favor, please don't hesitate.

Best,
[Your name]

Intro Request Tracker

Connector	Target	Ask Date	Response	Status	Follow-up
				☐ Pending ☐ Made ☐ Declined
				☐ Pending ☐ Made ☐ Declined
				☐ Pending ☐ Made ☐ Declined

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