Session 5 Preview: Investor Targeting Research

The following is an extract from Session 5 of the Copilot for FDI Attraction Toolkit Course.

"Are you ready to 10x your investor research strategy?  

In Session 5, I’ll show you how to go from manual slog to strategic superpower using Gen AI.  

We’re talking about transforming your Investor Targeting Research Workflow with Copilot — turning hours of digging through data into minutes of sharp, AI-driven insight.  

You’ll learn how to use Copilot Chat to find and prioritize both known and unknown investors with high global expansion potential — in a fraction of the time.  

Imagine instantly pulling together a company’s profile, real-time expansion signals, and a laser-focused pitch — all without breaking a sweat.  

You’ll discover how to map decision-makers, uncover pain points, and optimise your hooks for outreach - no more trawling, just precision moves and prize catches.  

And the best part? You’ll learn how to engage before your competitors even see them coming — because with Copilot, you’re not just researching... you’re predicting.  

This session is for anyone in investment promotion — whether you're scouting leads, shaping strategy, or crafting the perfect pitch.  

So if you're serious about modernizing your approach and making your outreach land with real impact — now’s the time.  

You’re not just chasing leads—you’re building strategic intelligence. Copilot is your research partner, and you’re the driver of smarter, faster FDI attraction.  

Dive into Session 5 now to unlock an AI-powered toolkit that will redefine your investor targeting. Your next big win starts here.  

In Session 5 Part 1 I will show you how to map Copilot end uses across six investor targeting research workflow processes.   

In Session 5 Part 2 I will provide you with Copilot coaching tips for each of the five FDI Gen AI perception profiles enabling you to play to your strengths, mitigate your weaknesses and enhance collaboration.  

In Session 5 Part 3 I will teach you how to deploy Copilot prompt engineering best practice in each of the six workflow processes. This will help you to save time, rapidly expand your pipeline, achieve higher quality leads, gain deeper insight and optimise engagement.  

In Session 5 Part 4 I will guide you through how to deploy Copilot Researcher to identify high global expansion potential targets before they announce their plans to go global.  

In Session 5 Part 5 you will read the transcript for the next episode of the FutureBuilt podcast called “Copilot and the 10x FDI Leap” in which our co-hosts Jay and Talia interview a former lawtech entrepreneur now turned IPA investment director. " 

IPA In-market Business Development Manager Persona Extract

The following is an extract for an audio clip from Session 5 of the Copilot for FDI Attraction Toolkit Course.

"Let’s hear from Emma, who is an in-market business development manager for a national IPA. She’s one of a select number of elite Copilot super users helping to shape the future of Gen AI deployment in her agency.  This is an MS Teams voice note she’s produced for her Software and IT services team colleagues."

“Hi everyone. It's Emma. Hope you're good! Grab a coffee. Here's a quick story about how I’ve been using Copilot to level up our investor targeting game.  

There's thousands of companies out there, but figuring out who to focus on why and where to start can feel like trying to solve a jigsaw puzzle with half the pieces missing. Not much fun!  

So I turned to Copilot. I asked it to help me review global and US software industry trends, our IPA’s past wins, CRM data, fundraising exports, and recent news. Within minutes, I had a shortlist of high-growth segments—AI enterprise tools, cloud-native SaaS, and cybersecurity- matched with areas where our country has a proven track record.  

Then I asked Copilot to recommend target profiles. It gave me detailed summaries: business activities, expansion signals, key markets, challenges, and support needs. It even ranked them by expansion readiness. Honestly, it was like having a full research team working overnight.  

Here’s what I gained:  

Days of manual research, gone.  

New leads I’d never have found manually.  

Higher quality leads with real momentum and clear needs.  

Now, I know some of you are still cautious about AI. I get it. I’ve been there. Back in 2023, I used ChatGPT at my previous IPA- it was the wild west. And I was shocked at how some colleagues were uploading CRM data into public platforms. If that had happened in my consultancy environment, people up to partner level would’ve been fired for letting that slip. Careless, right?  

But now? With Copilot, we’re in a secure enterprise environment, backed by governance frameworks that protect our data and reputation. It’s not just safer - it’s smarter.  

I see Gen AI as the next evolution of search. It’s not magic - it’s method. But I’m clear on one thing: every insight Copilot gives me gets manually verified. AI helps me think faster, not skip thinking.  

So here’s my call to action: give it a go. Pick a segment, upload your data, and let Copilot help you find your next investor. The more you experiment, the sharper your results. Let’s build smarter pipelines."  

Book a Demo Call Today with Greg Rogers, the Course Trainer to find out how the Copilot for FDI Attraction Toolkit Course will help your agency to attract more high value FDI faster.

Get in touch with Greg at: info@marketentryleaders.com