Your evidence comes first.
Supply your company facts, financials and investor records as JSON. Investor sources and dates travel with the records. Everything supplied remains marked unverified until you check it.
A fundraising workspace for your AI assistant
Build your round.
Keep the facts.
From the first funding brief to the final closing checklist. Structured thinking, transparent maths and concise email drafts, in the MCP client you already use.
Free during pilot · Access by request · Drafts only
Email, end to end.
First contact, written diligence, recaps and follow-ups. Short, respectful drafts with an opt-out. No phone or video invitations. No social automation. The server never sends email.
Know what ran.
Calculations run on the server. Writing tools return precise prompts for your assistant to execute. There is no hidden model call, live investor search or promise of replies.
The toolkit
Six stages. Forty-eight focused tools.
Open any tool for its purpose and illustrative input/output. The raise tool runs all 48 deterministic steps and assembles their writing specifications in order. It does not execute an LLM or complete a funding round for you.
Prep
raise_briefDefine the round
Write a one-page decision brief: company, customer, evidence, instrument, target, minimum viable round, closing date, allocation and unresolved decisions.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
round_sizeCalculate funding needed
Explain gross and net burn, target runway, one-time costs, buffer and current cash. Show the funding gap, assumptions and sensitivity to burn.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"net_monthly_burn": 50000,
"cash_runway_months": 2.0,
"zero_burn": false,
"funding_gap": 912000.0,
"currency": "EUR"
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
instrumentCompare financing instruments
Compare SAFE, convertible note and priced equity for the supplied jurisdiction. Cover conversion, maturity, interest, dilution and governance. Do not recommend a contract without counsel.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
use_of_fundsAllocate the round
Build a budget by workstream, amount, accountable owner and measurable milestone; reconcile the total to the raise and separate recurring from one-time spend.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
milestonesDefine what the round buys
Create 3-5 measurable milestones with baseline, target, deadline, owner, cost, evidence and a stop-or-adjust criterion.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
timelinePlan backwards from close
Work backwards from close date: readiness, first email, written diligence, terms, counsel review, signatures and wire confirmation. Flag dates already passed.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"close_date": "2027-02-01",
"days_remaining": 83,
"proposed_checkpoints": {
"readiness": "2026-12-07",
"first_email": "2026-12-21",
"written_diligence": "2027-01-04",
"terms": "2027-01-18",
"signatures": "2027-01-25"
}
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
data_roomOrganize diligence materials
Return a folder manifest covering corporate, finance, cap table, product, customers, IP and team; specify document, owner, freshness, access level and missing items. Do not claim files were created.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
cap_tableModel ownership and dilution
Explain priced equity dilution and the simplified single pre-money SAFE scenario. Separate ownership before and after financing; disclose exclusions and never equate this to a legal cap table.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"post_money": 5000000,
"new_investor_ownership": 0.2,
"existing_ownership": 0.8,
"simplified_pre_money_safe": {
"conversion_price": 3.0,
"safe_shares": 33333.333333333336,
"round_price": 3.8709677419354835,
"capitalization_convention": "Fixed pre-money includes converting SAFE; cap denominator excludes SAFE; discount solved simultaneously",
"founder_ownership": 0.7741935483870968,
"safe_ownership": 0.025806451612903226,
"new_ownership": 0.19999999999999998
}
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Story
one_linerExplain the business in ten words
Produce three alternatives of exactly ten whitespace-separated words, using company, customer, problem and outcome. Count words for each. Do not invent traction.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
deckOutline twelve evidence-led slides
Return 12 slides: title, problem, customer, solution, product, why now, traction, market, competition, business model, team, ask. Each needs headline, evidence, suggested visual and missing proof.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
memoOutline a two-page investor memo
Write a roughly 800-word memo: summary, customer pain, solution, proof, market, economics, competition, team, round, risks and use of funds. Attach source references to factual claims.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
why_nowExplain the timing
Separate structural shifts from temporary trends. For each timing claim give supplied evidence, date, implication and what would disprove it.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
tractionPut measurable progress first
Summarize supplied metrics with units, periods, definitions and evidence; distinguish revenue from bookings, users from active users and growth from retention. Never extrapolate without labeling scenarios.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
market_sizeBuild bottom-up market estimates
Calculate customers times annual spend; distinguish TAM, serviceable segment and reachable share. State pricing, geography and customer-count assumptions.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"annual_tam": 1200000,
"currency": "EUR"
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
competitionMap real alternatives
Compare only supplied competitors and the status quo by buyer, use case, price evidence and tradeoffs. Mark unknowns instead of claiming no competitors.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
demo_scriptPrepare an asynchronous product walkthrough
Write a five-minute annotated screen walkthrough or written demo: customer problem, input, key action, output, evidence and limitations. No live session invitation.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Investors
fund_finderFilter supplied fund records
Rank supplied fund records by sector, stage, geography and ticket compatibility. Distinguish stated thesis from evidence of recent deployment; show source URL/date and gaps for each.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
angel_finderFind fits among supplied angels
Filter supplied angel records; explain operator relevance, investment evidence, check fit and uncertainty. Never infer an email address.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
family_officesMap supplied family-office records
Filter supplied family-office records; distinguish direct investing from manager allocation, governance, mandate, geography and evidence. Do not infer private wealth or contacts.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
thesis_matchScore thesis alignment
For each supplied record explain sector, stage, geography and ticket matches. Show transparent matched criteria, missing evidence and reasons to deprioritize.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
deploy_signalInspect recent investment evidence
Use dated supplied deal evidence to identify investments within the last 30 days. Announcements are not proof of remaining capital. Never infer activity from an undated portfolio.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
partner_pickSelect relevant supplied partners
Use supplied named partners and supporting evidence; distinguish board leadership from participation and explain sector fit. Leave partner unknown when not supplied.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
cheque_sizeCompare ticket evidence
Show supplied minimum and maximum ticket, currency, source and observation date. Do not confuse fund size with investment size or convert currencies without a supplied rate.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
conflictsIdentify supplied competing bets
Compare supplied portfolio and competitor names; flag potential overlaps for human review. Do not allege a conflict without evidence.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Outreach
intro_writerDraft a concise first email
Draft subject and first email under 120 words: sender identity, verified reason for fit, one supplied proof point, round context, and ask permission to send a short memo by email.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
warm_pathMap permission-based email introductions
Use only supplied mutual relationships. List person, known relationship, evidence and permission needed; draft a short email asking permission for an introduction. Never invent connections.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
forwardableDraft a forwardable email note
Write a self-contained 90-word note with company, customer, supplied proof, round and one email reply request. Do not imply the intermediary endorses the company.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
follow_upDraft the next three email touches
Write three distinct concise follow-ups, each adding supplied evidence or a useful clarification. Final email closes the loop. Stop immediately on reply, objection to contact, or opt-out.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"proposed_email_dates": [
"2026-11-10",
"2026-11-15",
"2026-11-22",
"2026-12-01"
],
"stop_on": [
"reply",
"bounce",
"opt_out"
],
"timezone": "date-only; recipient local time must be chosen before sending"
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
get_seenPlan useful email-first visibility
Create a pre-send relevance checklist from supplied public evidence and a short useful email insight. No social automation, fake engagement, bulk blasts or invented familiarity.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
teaserDraft a three-line summary
Write exactly three substantive lines: customer/problem, supplied evidence, round and permission-based email next step. Put identity and opt-out in a separate footer.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
update_emailDraft a factual investor update
Write a monthly email with reporting period, supplied wins, misses, metrics, runway, next priorities and one specific ask. Distinguish existing relationships from first contact.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
sequenceSchedule respectful email follow-up
Use the computed relative dates. Draft an initial email and three follow-ups; stop on any reply, bounce or opt-out. Avoid tracking pixels and fabricated urgency.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"proposed_email_dates": [
"2026-11-10",
"2026-11-15",
"2026-11-22",
"2026-12-01"
],
"stop_on": [
"reply",
"bounce",
"opt_out"
],
"timezone": "date-only; recipient local time must be chosen before sending"
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Written conversations
call_briefPrepare an email-thread brief
Summarize only the supplied thread: participants, facts, unanswered questions, investor thesis evidence and next written response. This legacy name never means a voice interaction.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
question_bankPrepare fifty written diligence questions
Produce exactly 50 numbered questions across customer, product, market, traction, economics, distribution, team, competition, financing and risk; attach evidence needed for each answer.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
objectionsDraft evidence-based written answers
For each supplied objection: acknowledge it, answer with supplied evidence, name the weakness, and suggest a test or document. Never conceal a material risk.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
mock_vcRun a written investor Q&A
Act as a skeptical investor in writing: ask one evidence-seeking question at a time, evaluate supplied answers, and maintain an unresolved-evidence list. No voice interaction.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
recapSummarize a written investor exchange
Extract decisions, unresolved questions, document requests, owners and dates from the supplied thread. Draft a short email recap; never claim agreement absent from the thread.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
next_stepAgree the next written action
Propose one small email next step, owner, due date and required evidence. Ask for written confirmation, not a synchronous session.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
pipelineClassify supplied investor progress
Classify hot only with written diligence or terms, warm with substantive reply, cold otherwise. Report next action and age of last activity; do not infer intent from opens.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
momentumCommunicate genuine progress
Use only dated written commitments and real deadlines. Separate verbal interest, written interest, signed commitment and cleared funds. Draft a factual email without pressure.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Close
term_sheetExplain supplied terms
Create a clause table from supplied terms: meaning, economic effect, founder risk, missing context and question for counsel. Cover preference, participation, control, anti-dilution, pro rata and exclusivity when present.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
valuationModel supplied valuation scenarios
Use only supplied low/high pre-money estimates and raise amount; show dilution endpoints and explain what operating evidence supports each. This is scenario arithmetic, not a fair-value opinion.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"dilution_low": 0.16666666666666666,
"dilution_high": 0.25
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
diligence_qaOrganize written diligence answers
For each supplied question give a fact-grounded answer, source document, owner, confidentiality and unresolved gap. Never claim documents exist without evidence.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
lead_hunterQualify supplied lead candidates
Rank supplied investors by explicit lead evidence, ticket fit, thesis fit and decision process; do not assume a fund leads because it participated previously.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"investors: supply sourced records; this service does not discover or fetch them"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
allocationReconcile round commitments
Show target, signed commitments, cleared funds and remaining allocation separately; count only supplied signed commitments in committed allocation. Flag over-allocation.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {
"signed": 0,
"cleared": 0,
"remaining_to_sign": 1000000,
"over_allocated": 0,
"remaining_to_clear": 1000000
},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
legal_briefPrepare a brief for counsel
Summarize jurisdiction, entity, round, instrument, ownership, supplied terms, deadlines and questions for counsel. Identify absent facts and documents without generating binding legal language.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
close_planTrack signatures through cleared funds
Create a closing checklist with owner, dependency and evidence for counsel signoff, approvals, signatures, payment instructions independently verified by an approved secure method, receipt and ledger reconciliation.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
announceDraft an accurate funding announcement
Draft a short announcement only from cleared funding facts and approved investor names. Flag consent, unclosed amounts and confidential terms. Return a draft, never publish it.
Example input · fictional company
{
"company": {
"name": "ExampleCo (fictional test fixture)",
"description": "Inventory planning software for independent shops",
"sector": "SaaS",
"stage": "seed",
"geography": "Europe",
"customer": "independent retailers"
},
"metrics": {
"monthly_burn": 50000,
"cash": 100000,
"customers": 1000,
"annual_spend": 1200,
"one_time_costs": 20000
},
"round": {
"amount": 1000000,
"pre_money": 4000000,
"currency": "EUR",
"months": 18,
"buffer": 0.1,
"start_date": "2026-11-10",
"close_date": "2027-02-01",
"valuation_low": 3000000,
"valuation_high": 5000000,
"safe_amount": 100000,
"safe_cap": 3000000,
"shares": 1000000,
"discount": 0.2
},
"investors": [],
"thread": "Example only: an investor requested revenue definitions by email. No commitment was made.",
"questions": [
"How is revenue measured?"
],
"terms": "Example only: 1x non-participating liquidation preference."
}Example output
{
"mode": "deterministic_and_prompt",
"computed": {},
"records": [],
"missing": [
"evidence: source-backed claims for the writing task",
"sender.name",
"sender.organization",
"sender.postal_address"
]
}The full response also includes markdown, a tool-specific writing prompt, assumptions and warnings.
Bring your own MCP client
A secure connection.
A familiar workspace.
Endpoint: https://capital.thinginn.com/mcp
Transport: Streamable HTTP. Authentication: an individual, revocable bearer key.
Claude Code
Set FUNDRAISING_API_KEY using your secure local credential mechanism. Never paste a key into chat or commit it.
claude mcp add --transport http fundraising-os https://capital.thinginn.com/mcp --header "Authorization: Bearer ${FUNDRAISING_API_KEY}"Client configuration example
This JSON uses Claude-compatible conventions. Other MCP clients must support Streamable HTTP and custom headers; adapt environment expansion to your client.
{
"mcpServers": {
"fundraising-os": {
"type": "http",
"url": "https://capital.thinginn.com/mcp",
"headers": {
"Authorization": "Bearer ${FUNDRAISING_API_KEY}"
}
}
}
}Download example configuration · Setup guide for your assistant
Verify the connection
Initialize the MCP connection, list 49 tools, then invoke raise_brief with your company name and description. A successful response contains markdown, structured JSON and mode: deterministic_and_prompt.
Free during pilot
A thoughtful raise starts here.
Request an individual API key. There is no self-service issuance yet. Your request is stored privately for operator review. This form sends no email.
We collect your name, contact email and use case only to review access. Do not include confidential financials or investor records. Ask the operator to remove your request when no longer needed.
Honest limits
This pilot accepts structured JSON, not file uploads. Convert CSV rows and document excerpts in your client first. It does not fetch investor data, verify email deliverability, send messages or guarantee responses. Calculations assume one currency. The SAFE model supports one simplified pre-money SAFE and excludes option-pool changes and other convertibles.
Valuation, instrument and legal outputs are decision support, not legal or financial advice. Review actual documents with qualified advisers. No tool makes compliance automatic. MCP payloads are processed in memory; application access logs are disabled. Access requests and hashed key records are stored privately. Hosting infrastructure may retain connection metadata.