Clay: How To Find Common Investors

A great play to get higher in accounts!

👋 Hey, Claymakers!

Things have been heating up in the Kiln. Claymation has grown to 500 subscribers strong!

In other news, I’ve been working on some fun customer projects. Some examples are:

• Using Clay to break into a new TAM (Unicorn cybersecurity company).

• Partnering with a major credit card company to enhance one of their products.

• Helping a public SaaS company improve segmentation to map messaging and improve conversions.

Needless to say, this is a lot of fun and keep finding new use cases for Clay.

In today’s newsletter - I want to show you a step by step guide to creating a table that automates the following:

1. Finding all of the investors of company

2. Cross checks that list to see if you have a mutual investor

3. Figures out what partner at the common investor backed the target company

This is a great way to get higher in an account. Let’s dive in.

P.s. you can also copy the table here.

How to Find Common Investors with Clay

Step 1: Create a Custom Table

This will give you a column that will be named “Company Name”. You can delete all of the others columns.

Once you have this table set up, you’ll then be able to add companies 1 by 1 or upload a list to the table to check many accounts at once.

Step 2: Add Find Domain Enrichment

This simply uses a 2 part waterfall (Clearbit & Google Search) to find the domain for that company. You’ll see it already added in the image below. We’ll use the domain to then use the Owler Enrichment to find the funding data that includes the list of investors.

Step 3: Add Owler Enrichment

First, reference the domain as an input. Then scroll down to the bottom where you’ll find the field for “Investor Names”. Flip the switch. We’ll now have a column broken out that has a list of all the investors.

Step 4: Create a Formula Column (for the cross-check)

This will be used to output the names of investors that your company has in common with the target company. Note: you’ll obviously want to put in your investors here.

You can see the formal I described below. Take out “Sequoia, Boldstart, etc.” and add yours in. Btw. I love this Formula Generator - use natural language to describe what you want and have Clay generate it for you. This is useful in A TON of different scenarios and doesn’t take credits

When done, you’ll get this column that shows you the matches.

Step 5: Finding the Partner who Invested

We’ll be using Claygent for this one. (Check out my previous post on how to use Claygent to find and analyze 10k reports.)

This is what the prompt looks like:

If you want to improve your prompting, check out my 11 prompt engineering tips (good and bad examples) post on LinkedIn. (Add me as a connection while you’re at it 😉)

Step 6: Final Table

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