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Loading…Intelligence
Fundraising and deal flow shouldn't depend on scattered spreadsheets and stale contact lists. We build AI-native investor intelligence systems — enrichment, scoring, and pipeline infrastructure — that turn your network into a searchable, ranked asset.
The result: you know who to talk to, why now, and what to say — before your competitors do.
Gmail, LinkedIn, and CRM exports enriched with firmographics, signals, and warm-intent markers
Deterministic profiles that rank prospects by fit, timing, and strategic value
Attio, HubSpot, or custom CRMs configured for fundraising and investor workflows
Dashboards that show real deal velocity, not just activity
Monthly refresh of scores, signals, and top-100 prospect lists
Investor Intelligence is a system, not a spreadsheet. We take your existing contacts, enrich them with external data, score them against your specific thesis, and wire everything into a CRM or dashboard you can actually use. The output is a ranked, continuously refreshed view of who to engage, when, and why.
A typical Phase 1 audit and enrichment takes 1 week. A working CRM + scoring system is live within 2-3 weeks. Most clients see their first ranked, enriched prospect list within 5 days.
We have deep experience with Attio, HubSpot, and custom-built CRMs. We evaluate your existing tooling and recommend the best fit — sometimes that means optimizing what you have, sometimes it means migrating to something better suited to investor workflows.
Clients typically replace 10-20 hours/month of manual research with an automated system. More importantly, they surface high-fit prospects that were buried in their existing network. The value compounds as the scoring model learns and the signal data refreshes.
Book a 30-minute audit call. We'll review your current stack and recommend the first module — no generic sales pitch, no 12-page proposal.