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AI agent for founders

Fundraising Pipeline Follow-up Agent

No missed investor follow-ups and a clear view of round progress

CommunicationExecutives and strategy
See how it worksGet access
Fundraising Pipeline Follow-up Agent: what goes in, what the agent does and what you get

What it does

A fundraise means talking to dozens of investors at different stages, and follow-ups slip when the founder is busy. This agent keeps the investor pipeline, logs each meeting, and records what each investor asked for, such as a financial model, references or data room access. It drafts a follow-up with the requested items attached and sets the next step. Before the draft reaches the founder, it checks that every attached file is the latest version; if an old deck or model is attached, it swaps in the current one and redrafts. Every few days it scans for investors with no activity past the set number of days and drafts a short nudge. It ranks investors by stage and fit so the founder knows where to spend time. The founder approves and sends every message. Edge case: two partners from the same fund are in the pipeline, so the agent merges them under one fund record.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Investor meeting ends 2 USES A TOOL Log notes, requests and stage in the pipeline 3 USES A TOOL Collect the requested materials from the data room 4 USES A TOOL Draft follow-up with requested materials 5 CHECKS THE RESULT Are attached materials the latest versions? If not: swap in current files and redraft. Back to step3. 6 YOU APPROVE Founder approves and sends 7 DOES Scan for investors idle past the set days 8 CHECKS THE RESULT Is each idle investor in the same fund as an activecontact? If not: merge records under one fund before draftingnudges. Back to step 7. 9 USES A TOOL Draft nudges for idle investors 10 RESULT Pipeline updated with next steps
Read the steps as a list
  1. Investor meeting ends
  2. Log notes, requests and stage in the pipeline
  3. Collect the requested materials from the data room
  4. Draft follow-up with requested materials
  5. Are attached materials the latest versions?If not: swap in current files and redraft. Back to step 3.
  6. Founder approves and sendsThe agent waits here for your OK.
  7. Scan for investors idle past the set days
  8. Is each idle investor in the same fund as an active contact?If not: merge records under one fund before drafting nudges. Back to step 7.
  9. Draft nudges for idle investors
  10. Pipeline updated with next steps

How it decides

It ranks investors by stage and fit and flags those idle past the set days.

  • Idle over 7 days triggers a nudge draft
  • Same-fund contacts merged
  • Investors who passed are archived with reason

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Idle days before nudge
  • Pipeline stages
  • Materials folder
  • Email tone

What keeps you in control

It always asks you first

  • Sending any message to investors
  • Sharing the data room

Hard limits

  • Never sends messages
  • Keeps term discussions out of drafts unless the founder adds them

It stops when

  • Done: round closed
  • Stop: founder pauses the raise

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter a June 4 call, Harbor Lane Ventures asked for the model and two customer references. The draft attached the March model, but a June version existed in the data room, so the version check failed. The agent swapped in the June file and redrafted. On its Friday scan it found three investors idle for 9 days and drafted nudges. The founder approved two and paused one.

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