Build the investor list from your thesis, reach partners on LinkedIn and email from the founders’ own accounts, follow up until they answer, and report the raise every week from one set of numbers.
Up to 50% off lifetime deal, limited seats
The problems we fix for IR teams.
- “We reached 300 funds and can’t say who engaged and who went quiet.”
- “A partner said ‘after our Q3 close’, and nobody wrote back after Q3.”
- “Every Monday we rebuild the investor tracker by hand for the founders.”
- “Two of us emailed the same partner at the same fund in one week.”
Run the whole raise by chatting with Claude.
Connect Claude, attach your investor list and describe it: “Reach the partners at these funds for Kova’s seed round. Connect from Ines’s account, two follow-ups, then an email.” Claude imports the people, sets up the steps, spreads the work across the founders’ accounts, and asks before anything starts.
- Then the weekly check-in from the same chat: “Which partners replied this week?” “Who asked for the deck?” “Draft answers to today’s interested replies.”
- Nothing goes out from a founder’s account until someone says yes.
Turn your targeting thesis into an investor list.
Start from the funds that match the round: stage, sector, cheque size. Paste them one per line with the titles you want to reach, and the people inside each fund are found for you.
- Partners, principals, investment directors: you choose the titles, so the deck reaches someone who can take it to the partnership.
- Add LinkedIn and Sales Navigator searches, or your own CSV, and file everyone under the company raising, with a tag for the round.
- Re-importing the same people updates them instead of adding them twice, so the list stays one list across rounds.
Reach investors from the founders’ own profiles, with one voice per fund.
Investors answer founders. Each founder signs in with a link you send, so you never hold a password, and one campaign shares the investor list between their accounts and your mailbox.
- Same sender as before: an investor stays with the founder who last spoke to them, so nobody at the fund hears two pitches.
- A reply to anyone stops every follow-up to that investor, on LinkedIn and by email, and cancels anything queued.
- Each founder’s account sends in their own working hours and time zone, so messages land when the founder would really write them.
“Come back after our close” gets a follow-up after the close.
Most investors don’t say no, they say not yet. AI tags every reply by intent with a one-line summary, and a “Not now” can become a task, a stage or a place in your quarterly update campaign in one click.
- Interested replies and questions become a task, due in 4 hours, so a partner asking for the deck gets it the same day.
- Turn a “not now” into a dated task for whoever owns the relationship, or re-enrol the investor in your quarterly update sequence.
- Ask Claude “Which investors asked us to come back this quarter?” and get the list, with a draft for each.
Track every investor’s stage and every pitch meeting in one pipeline.
Set your own stages for the raise and move investors along from the reply. When one books a call with the founders, the pipeline updates itself.
- A booking through the founder’s Calendly or Cal.com link moves the investor to your Meeting stage and stops their follow-ups.
- Call tasks put a phone call on someone’s list, with the number from your list and an outcome for each call: connected, voicemail, no answer.
- Export any stage as CSV for the Monday meeting, from the same numbers the founders see.
Advising several raises? Give each founder their own view.
On Scale and Enterprise, each company raising is a client with its own investors, founder accounts, campaigns and reports. Your analysts switch between raises in one click, and each founder sees only theirs.
- A client portal for each founder, with their own investor replies and results. On Enterprise it carries your firm’s brand and domain.
- Limit an analyst to the raises they work on. They only see those clients’ investors and conversations.
- Reports for each raise, so the weekly update covers one company, never another’s investors.
Full data access Early access
Put the raise in the dashboard the founders already open.
Every report the app shows is one API call away: the funnel from first message to meeting, replies by intent, meetings booked. Pull it into Google Sheets, Notion or the board deck, with the same figures the app uses and a read-only key. Public API on Enterprise.
Founders’ accounts keep sending for the whole raise.
A founder’s profile is their reputation with investors. Each account ramps up gradually, sends only in the founder’s working hours, and slows down on its own if anything looks wrong.
How we keep accounts healthy3 LinkedIn accounts on Scale: $207 / month$69 per account, billed monthly. 10% less billed quarterly, 20% less billed yearly. Up to 50% off lifetime deal, limited seats.
No per-user fees: analysts and founders are free. AI and proxies included, no separate email tool, with a client for every raise.
Investor relations questions
Can the outreach go from the founders’ own LinkedIn accounts?
Yes, and it should: investors answer founders. Send each founder a sign-in link and they log in themselves, from their own country, so you never see their password. Their account keeps its own safe daily limits, and they can end the session at any time.
Where does the investor list come from?
From your thesis and your own lists. Paste a list of funds and the titles you want inside them (partner, principal, investment director), a LinkedIn or Sales Navigator search, the people who engaged with a post, or upload a CSV. Re-importing the same people updates them instead of duplicating them.
Can we email investors as well as message them on LinkedIn?
Yes. Connect a Gmail, Outlook or any IMAP mailbox and add an email step to the same sequence, for example for anyone who hasn’t accepted a connection request in two weeks. LinkedIn and email replies arrive in the same inbox.
How are pitch meetings tracked?
Give each founder a booking link from Calendly or Cal.com and use it in replies. When an investor books, they move to your Meeting stage, their follow-ups stop, and the meeting shows in the funnel. A call task step puts a phone call on someone’s list, with an outcome recorded for each call.
We advise several companies. Can each raise stay separate?
Yes, on Scale and Enterprise. Each company is a client with its own investors, founder accounts, campaigns and reports. Analysts can be limited to the raises they work on, and each founder can see their own replies and results in a client portal.
Will investors know it’s automated?
Messages go from the founder’s own account, in their working hours, spaced out like a person, with each investor’s name, fund and details you choose. AI-drafted lines go out only after someone approves them, and nobody gets a follow-up after they’ve replied.