Agentic fundraising CRM: the portal the team ran its round from
A pre-seed round, no tool that fit. I built a full portal: a Kanban pipeline, a daily action queue, a scored investor list, the team's combined network and a news feed, all fed every morning by an engine that reads Slack, meeting notes, calendars and the web. The agent proposes, the team decides, the agent never sends.
Example data. All names and figures in this demo are illustrative.
- read_messages
- meeting_notes
- meeting_briefs
- discover_funds
- news_ingest
- recheck
- conflict_check
- action_generator
- digest
Investor Pipeline
P1 strong fit · P2 partial · P3 weak · OUT excluded · HOLD on hold · OUT out at the stage last reached · cards sorted by fit · date = last contact · drag a card to change its stage, click for details
Action Center
The daily front door: one review queue across every update stream. The agent proposes, a human decides, the agent never sends.
Investors
The full list with strict column ownership: agent fields are read-only, only the team-decision fields are editable.
Contacts · our network
| Name | Source | Category | Company | Role | Known by |
|---|
News & changes feed
Every event the engine found, deduplicated by hash, with a rule-based “so what” against the pipeline.
| Date | Type | Fund | Headline | So what |
|---|