Unlock the Power of Your Network with Getro
Getro transforms how your portfolio companies leverage professional connections, turning static contact lists into actionable business opportunities. By centralizing relationship data and facilitating warm introductions, your portfolio companies can:
Accelerate Sales Cycles by finding and connecting to ideal prospects through shared networks
Fill Key Positions Faster by tapping into extended networks for talent referrals
Build Strategic Relationships that drive business growth
Key Use Case Examples for Portfolio Companies
Unify Your Network’s Extended Contacts Database
Portfolio companies can:
Centralize contacts from their entire team in one searchable database
Invite advisors to share their networks without providing full access to the platform
Access up to 3,000 contacts for free under your VC partnership
Build Lists & Get Warm Intros
Help your portfolio companies take action:
Use the "Ask for Intros" feature to share these lists with their network (or with you!)
Identify who in their extended network can facilitate warm introductions
Customize and Automate Network Collaboration
Companies have flexible sharing options:
Team members can share contacts within their company
They can invite advisors as "allies" who share contacts but have limited search access
They can expand their reach by requesting introductions through external networks
Getting Started: Setting Up Your Portfolio Companies
Step 1: Invitation Process
Collect Email Addresses
Gather the primary email address for each portfolio company you want to invite
Share these emails with your Getro representative via Slack
Network Creation
Getro's team will create a dedicated network for each company
This process typically takes 1-2 business days
You'll receive confirmation when networks are created
Invitation Delivery
Portfolio companies will receive an email invitation with the subject line "You've been invited to join [Company Name]'s Getro Network"
Note: Advise companies to check spam/promotions folders if they don't see the invitation
Step 2: Portfolio Company Account Setup
Accept Invitation
Portfolio company representative clicks the "Join Network" button in the invitation email
They'll be directed to a signup page
Account Creation
Two signup options:
Sign up with Google (recommended for faster setup)
Sign up with email address
If using email, they'll create a password and complete a verification process
Important: The email used for signup must match the email that received the invitation
Browser Extension Installation
After verification, they'll be prompted to install the Getro browser extension. (Here's what that process looks like.)
LinkedIn Connection
After installing the extension, users will be prompted to connect their LinkedIn account
They'll need to be logged into LinkedIn in the same browser
Privacy Note: Clarify that Getro only accesses their LinkedIn first connections, not private messages or activity
Contact Synchronization
Their LinkedIn connections will begin syncing automatically
Initial sync can take 5-30 minutes depending on network size
Important: Users should keep their browser open during the initial sync
Step 3: Portfolio Team Setup
Admin Configuration
The initial user becomes the network admin by default
Admins can invite additional team members via the "Team" tab in the sidebar
Recommended: Start with core leadership team before expanding to all employees
Admin enters team member email addresses and assigns roles:
Network Admin: Full access to all features and settings
Ally: Can share contacts but cannot search the entire network
Best Practice: Include a personalized message explaining why they're being added
In the LIsts tab, click create new
Create a new companies list
Add a list of domains for your target accounts
Share the list with your allies, advisors and investors.
Companies can invite advisors as "allies" to share their networks
Advisors will only see their own contacts and those shared directly with them
Sending a shared list of Target accounts will prompt the ally to install the chrome extension, then offer intros.
Note: Advise companies to communicate with advisors beforehand about the invitation
By following these detailed steps, your portfolio companies will be able to set up and start leveraging Getro quickly and effectively. From there, your portcos can reference GetroConnect Playbooks for inspiration on workflows to create, or reach out to Getro's team at help@getro.com to schedule a call for a working session.