Enterprise / Fundraising

Run investor discovery and outreach as one reviewable system.

Investor Co-Pilot helps founders discover thesis-fit investors, research firms, score reachability, prepare deal briefs, and approve personalised outreach from one fundraising command center.

Investor Co-PilotPilot
Fundraising pipeline with investor discovery, fit scoring, and approved outreach

Pilot: Target outcomes from an active pilot — not yet fully in production.

4

Discovery modes

Founder-approved

Outreach

6+ tools

Connector hub

End to end

Audit trail

The challenge

Fundraising teams assemble target lists, research, introductions, outreach, and follow-up across disconnected databases and spreadsheets. Context gets lost, personalisation becomes generic, and autonomous outreach can damage hard-won relationships.

How it works

A coordinated set of agents discovers and enriches investors, compares them with the company profile, drafts deal briefs and outreach, and moves approved contacts through a visible pipeline. Thresholds, send limits, suppression controls, and human review constrain every consequential step.

Outcomes

  • Investor candidates ranked by thesis fit, recency, and reachability
  • Research, introductions, outreach, replies, and pipeline status stay connected
  • Founders approve drafts before sending in the default co-pilot mode
  • Every automated action is recorded with configurable thresholds and limits

Capabilities

Investor Scout

Finds and enriches investors from web, directory, Apollo, and Apify sources.

Fit & reachability scoring

Ranks candidates against sector, stage, check size, thesis, recency, and warm access.

Deal Brief workspace

Builds structured company research and investment memos from URLs and pitch documents.

Guarded outreach

Drafts personalised messages with approvals, thresholds, suppression checks, and daily limits.

Workflow

  1. 1

    Profile

    Define the company, raise, thesis, geography, and target investor.

  2. 2

    Discover

    Search, enrich, and rank candidates against fit and reachability.

  3. 3

    Review

    Accept qualified investors and prepare cited deal context.

  4. 4

    Engage

    Approve personalised outreach and track replies through the pipeline.

Platform stack

Agent workersGoverned web researchpgvector retrievalHITL approvalsConnector policiesAudit logging

Deployment: Private pilot with SSO, encrypted connector credentials, and optional NeuroCluster-hosted inference.

Start with one operational problem.

You do not need a finished brief. Bring the problem — we will work out the next step together.

Or book a call with the team