Agents
Fundraising analysts that answer questions from your live Raise Room data. Deterministic and evidence-based: every answer cites the records it was computed from.
Fundraising Agent
Your round, pipeline and data room
Owns the investor pipeline and round readiness. Watches stage movement, warm investors, cheque totals, data-room gaps and deck feedback.
Uses: investors, meetings, communications, tasks, repository…
Follow-up Agent
Who is owed what, and by when
Makes sure no investor conversation goes quiet. Lists follow-ups due, communications with no next action, and promises made in meetings that are not yet tasks.
Uses: investors, communications, meetings, tasks, intake…
Communications Agent
Drafts emails and updates for you to send
Drafts investor emails, warm intro requests, post-meeting follow-ups and investor updates from approved data. Summarises meetings. Never sends anything.
Uses: meetings, communications, intake, tasks, investors…