Investor Pipeline
Track investors, prep for meetings, and manage your fundraise
Overview
Stay on top of your fundraise. AI agents research investors before meetings, prep per-investor briefings, track follow-up cadence, and update pipeline status. Founders focus on the pitch, not the spreadsheet.
Agent Setup
- Research agent preps meeting-prep.md with per-investor briefings
- Agent tracks follow-up cadence from investors.csv
- Agent tailors pitch angles using pitch-context.md
- e.g. Claude, Cursor, Perplexity, or any MCP-compatible agent
Included Files
This use case includes 3 example files. Click to preview.
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