Outreach Desk

Outreach Desk is a free finance-networking site that ranks the people you should email by how likely they are to reply, based on what you have in common (school, clubs, high school, hometown, role, and how junior they are), and writes a personalized email for each one. It also keeps an Emailed section of everyone you've contacted, flags anyone who hasn't replied after 7 days so you can follow up, and reminds you to send a thank-you after a coffee chat.

Log in to see your contacts and tracker.

Outreach Desk

Your profile

Separate entries with commas. Background is optional: add hometown, high school, first generation, transfer, or other ties you want to match.

Target roles

Match scores update as you edit. Shared school and clubs count the most.

Suggested for you

Ranked by how likely a reply is. By default you only see people from your own school, since they are the likeliest to reply.

Emailed

Everyone you have emailed. If someone has not replied after 7 days, they are flagged here and at the top of every screen so you remember to follow up.

Add contacts

Load the list of people you have already emailed, or paste new rows from a spreadsheet or club roster.

Load your sent list

Choose my-outreach-list.csv. Everyone in it lands in the Tracker as Sent or Replied, with their send date, so follow-ups show up when they are due. Loading it twice will not make duplicates.

Or paste new people. Columns, in this order

name, firm, role, group, school, clubs (separate with semicolons), high school, email

role is one of IB, S&T, Wealth, PE, ER

Optional columns: programs, activities, background, exit. Add them after email, or use a header row with named columns in any order. Use semicolons inside a cell, or quote comma-separated values. The CSV file loader accepts these columns too.

Sending is not connected yet. A later version opens each draft in your Gmail so you press send.

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