Build an evidence-linked investor target queue, personalized drafts and follow-ups with an AI investor outreach agent. It uses the role criteria, source files and approval rules you choose, then saves the filled output in a named Google Drive folder. This keeps the workflow repeatable without handing your judgment to the agent.
Turn an approved fundraising thesis into an evidence-linked investor target queue, personalized outreach drafts, follow-ups and a current fundraising pipeline. The agent keeps the steps, checks and output consistent, while you keep every decision.
Picture tomorrow's handoff.
"Hello, find investors that match this fundraising thesis"
| Investor | Thesis match | Evidence | Draft | Approval status | |
|---|---|---|---|---|---|
| Mira Shah (Vertex Peak) | Seed, vertical SaaS, $500k-$1M checks | Led 3 recruiting-tools rounds; thesis post mentions hiring automation | Draft: intro referencing her hiring-automation thesis + our 312 weekly active teams | Ready for review | |
| Daniel Okafor (Northline) | Pre-seed, B2B workflow, first check | Portfolio has no HR tooling; co-invested with Vertex Peak twice | Draft: short note with MRR and burn multiple, asks for 20 min | Needs your intro line |
Sample data. Your agent fills the file from the sources you approve and flags anything it cannot verify.
Three files. One complete workflow.
skill.mdThe full job, evidence rules, output checks and stop points.
setup-prompt.txtCreates the tools, named Drive folder and sample-data test.
usage-prompt.txtThe short request you reuse whenever the job comes up.
Working in three steps
It checks access, creates the folder and builds the output file.
Use Google by default, or the Microsoft or Zoho alternative.
Unknowns and next decisions are shown instead of guessed.
Where the agent stops
- It does not invent missing facts or hide weak source evidence.
- It does not send, publish, spend, schedule or make a human decision without approval.
- It flags blocked work and tells you exactly what is needed next.
Put this job on a repeatable workflow.
Instant download · Keep the files forever · One-time $19
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