
Lead Research & Enrichment for Investor Target List
Upwork
Remoto
•2 hours ago
•No application
About
We’re looking for a skilled researcher to help enrich a curated list of target accounts (individuals and firms) for a capital raise. The project involves taking a raw list of names and organisations (with partial LinkedIn links provided) and enriching it into a structured dataset that can be used for outreach and account-based marketing. What You’ll Deliver: A completed spreadsheet with the following fields: For Individuals: • Full name (verified spelling and preferred name if applicable) • Current title / role • Current employer (clarify multiple roles if relevant) • LinkedIn URL (provided in most cases, just confirm) • Verified email address (work and personal if relevant) • Phone number (direct or office) • Location (city, country) • Short professional background (3-5 lines career highlights) • Relevance to capital allocation (decision-maker, influencer, gatekeeper) • Notes (e.g. board seats, angel activity, sector focus) • Connection mapping between us to them (shared contacts etc) • Investing history • Recent updates or changes at their firm • Recent news articles/coverage For Firms (Family Offices, Funds, Wealth Managers, etc.): • Firm name • Website • HQ location + regional offices if relevant • Firm type (e.g. Family Office, Super Fund, Private Investment Office, Wealth Manager, Fund Manager) • Assets under management (AUM) – estimate or range if exact is unavailable • Investment focus (stage, sector, geography) • Notable investments or portfolio highlights • Key decision-makers (cross-referenced to individuals on list) • Recent news / activity (fund launches, exits, leadership changes) • Contact channels (general email, phone, IR contact) Strategic Enrichment: • Capital source type (HNWI, Family Office, Super, Fund of Funds, etc.) • Fit score (High / Medium / Low – based on check size, stage, sector) • Relationship status (existing connection, warm intro available, cold) • Recommended next step (e.g. “Invite to LP event”, “Monitor until next fundraise”) Deliverable Format: • Google Sheet or Excel file • Cleanly structured columns for each field • Notes section for qualitative context What We’re Looking For: • Experience in lead research, investor relations research, or financial services prospecting • Ability to find and verify contact details (email, phone) • Understanding of the investment / capital raising landscape (family offices, super funds, wealth managers, etc.) is a plus • High attention to detail and ability to deliver clean, structured data Budget & Timeline: • This is a fixed-price project (please propose your rate) • The initial list is ~60 accounts / individuals • Delivery required within 7–10 days How to Apply: Please provide: • Examples of similar research projects you’ve completed • A brief note on how you typically source/verify investor contact information • Your proposed cost and timeline