> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Investors

> Browse and filter a curated database of investors. Bookmark firms and people, research their focus, and add them to campaigns.

Orbis includes a built-in investor database — firms and individual investors you can browse, filter, bookmark, and enroll in outreach campaigns.

## Browsing investors

Navigate to **Investors** in the sidebar to open the investor table. The database includes two kinds of records:

* **Firms** — VC funds, angel groups, and institutional investors
* **People** — individual investors, partners, and angels

Use the **Kind** toggle at the top to switch between All, Firms, and People.

## Investor profiles

Click any investor to open their profile sidebar with:

<CardGroup cols={2}>
  <Card title="Identity" icon="user">
    Name, type (VC, Angel, PE, etc.), location, and description
  </Card>

  <Card title="Investment focus" icon="target">
    Stage preference, check size range, sector focus, and geography focus
  </Card>

  <Card title="Portfolio" icon="briefcase">
    Number of investments, exits, and whether they're currently investing
  </Card>

  <Card title="Social links" icon="link">
    Email, website, LinkedIn, Twitter, and Crunchbase profile
  </Card>
</CardGroup>

Firm profiles also show fund size, fund year, and a Crunchbase link. People profiles show their company and job title.

## Filtering and search

The filter builder lets you narrow down investors by:

* **Name** — text search
* **Kind** — firm or person
* **Type** — VC, Angel, PE, Family Office, etc.
* **Stage** — Pre-Seed, Seed, Series A, B, C, Growth, etc.
* **Sector focus** — SaaS, Fintech, Healthcare, Climate, etc.
* **Location** — city, country, or region
* **Check size** — investment range
* **Geography focus** — where they invest
* **Email** — has or doesn't have an email

### Saved lists

Save any filter combination as a named list using the **Save List** button. Saved lists appear in the sidebar for quick access.

## Bookmarking investors

Select one or more investors using the checkboxes, then click **Save Selected** to bookmark them. Bookmarked investors are saved to your personal list and can be filtered separately.

## Adding investors to campaigns

To enroll an investor in an outreach campaign:

1. The investor must have an **email address** on file
2. Click the investor's row action menu and select **Add to Campaign**
3. Orbis creates a contact record from the investor's data and adds them to the selected campaign

<Note>
  Converting an investor to a contact is a one-way operation — it creates a new contact in your CRM with the investor's details so they can receive campaign emails.
</Note>

## Data source

The investor database is curated and maintained by Orbis. You cannot create, edit, or delete investor records directly — the data is read-only. Use bookmarks, notes, and tags to organize investors for your own workflows.