If they are raising a small angel round, the conversation might go something like this:
“I am very interested in investing. I also run a syndicate on Ventari, and I’d love to be able to offer this opportunity to my LPs. I could help you fill your round, while keeping your cap table clean, as our investment will still only be one entity on your cap table. If you have other angels you’re talking to with smaller cheques they could possibly be wrapped up into the same entity as well.”
If they are raising a pre-seed or larger round, the conversation might go like this:
“I would love to invest. My cheque size is [$xxxxx], however I also lead a syndicate on Ventari. I have about [100+] investors in my LP list and we typically fill anywhere between [$130k-$250k], so it would be great to get an allocation in your round of up to [$xxx,xxx].”
Once they’ve said yes, you’ll need to sign* an Allocation Agreement with them to confirm the allocation is secured. You may want to follow that up by saying something like:
“Great, I’m very excited to share this deal with my LPs! To ensure I can launch the deal on Ventari, I’ll just get you to sign a letter confirming we’ll be entitled to an allocation up to that amount. I’ll send that you shortly”
...
*See email template for sending founder Allocation Agreement