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.
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
Profile
Define the company, raise, thesis, geography, and target investor.
- 2
Discover
Search, enrich, and rank candidates against fit and reachability.
- 3
Review
Accept qualified investors and prepare cited deal context.
- 4
Engage
Approve personalised outreach and track replies through the pipeline.
Platform stack
Deployment: Private pilot with SSO, encrypted connector credentials, and optional NeuroCluster-hosted inference.
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