Fundraising Agent

Your round, pipeline and data room

Remit

Owns the investor pipeline and round readiness. Watches stage movement, warm investors, cheque totals, data-room gaps and deck feedback.

Data sources

Investors Meetings Communications Tasks Data Room Knowledge Base Investor Q&A intake Round Plan Commitments Term Sheets Closing Checklist Connectors Intro Requests Diligence Data Room Access Investor Updates Nautilus Responses Subscribers

Rule-based engine: answers are computed from live records, not generated. Add a server-side API key to enable LLM reasoning. Chat history is stored in this browser only.

Workspace