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Pipeline Generation

How do I ask my investor for an intro to a CRO?

The investor warm-intro ask

Your seed and Series A investors will make warm intros for you — but only at certain frequencies and only when the ask is operationally easy for them. The most common reason investor intro flow dries up: founders ask too broadly, too often, and too ambiguously.

What to say

Subject line: 'Quick intro ask — Sarah Chen / Ramp'

Body: 'Hi [Investor], I'm working on getting Boomerang into Ramp. The CRO there, Sarah Chen, was at [Prior Company] when you led their Series B — wondering if there's any warmth I can use? Our platform helps CROs convert senior-altitude pipeline through warm-intro orchestration; Sarah's team has been writing publicly about cold-outbound fatigue. If it's a fit, I've drafted a forwardable email below. If it's not, no worries — just hit reply and let me know.'

The forwardable email

Below the personal note, include a third-person email the investor can copy-paste and forward to Sarah. The investor's only effort: open Gmail, paste, hit send. Anything more complicated and the ask gets buried.

Cadence

Bundle asks into one quarterly email per investor. Send 3-5 specific account asks per quarter. Investors respond well when the cadence respects their time and the asks are specific. They stop responding when the asks become 'help me with sales generally.'

What to do when they go quiet

If an investor stops making intros, the diagnostic is usually that you stopped reporting back on outcomes. Close the loop after every intro — 'You introduced me to X, here's what happened' — and the next quarterly ask lands much better.

Common follow-ups

Boomerang is the operational warm-intro orchestration layer for B2B sales teams. Learn more or book a demo.

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