# My Company Profile
Source: https://docs.capitalxai.com/account-support/my-company-profile

A single, smart profile that shapes how CapitalxAI finds your investors and tailors your outreach.

***

Think of your Company Profile as your fundraising command center. It's the single source of truth we use to find your perfect investor matches and personalize every interaction. This isn't a static form you fill out once — it's your living strategy document. Update any detail at any time as your campaign evolves, and watch your investor recommendations, messaging, and pipeline instantly sharpen to match your new direction.

<Frame>
  <video />
</Frame>

***

## Your Founder Identity

This is about **you**. Your name, role, and a brief bio (think "Ex-Google, Stanford CS") help us personalize introductions and match you with investors who specifically look for founders with your background and expertise.

***

## Your Company's Core Details

Here's where we get to know your business. Provide your company name and website, and our system will intelligently pull and suggest information to save you time. We'll capture your sector, stage, headquarters location, and a clear description of what you do and what makes you unique.

<Tip>This data forms the bedrock of our matching algorithm, connecting you with investors who have a proven interest in companies like yours.</Tip>

***

## Your Fundraising Strategy

This is where strategy meets execution. Tell us about your prior fundraising experience, capital raised to date, and the specifics of your upcoming round.

<CardGroup>
  <Card title="Round Details" icon="target">
    Define the stage, size, timeline, and the types of investors you want to target (VCs, Angels, etc.).
  </Card>

  <Card title="Lead Investor" icon="user-check">
    Tell us if you need a lead investor so we can prioritize accordingly.
  </Card>
</CardGroup>

These preferences act as direct filters, so every investor you see is relevant to your actual plan. As your strategy shifts, refine these preferences here to keep your target list perfectly aligned.

***

## Your Business & Traction

Share who your customers are, your business model (B2B/B2C), and your revenue status. Details on key milestones and early traction are invaluable here.

This information allows us to identify investors who invest at your specific maturity level and crafts a stronger, data-informed narrative for your outreach.

<Tip>New milestone hit? Update this section to immediately improve your fit score with top-tier investors.</Tip>

***

## How it all works together

Once your profile is set, the platform springs to life. All this information seamlessly integrates to power:

<Steps>
  <Step title="Tailored investor search">
    Surface investors who are the strongest match for your company, stage, and strategy.
  </Step>

  <Step title="Personalized communication">
    Generate outreach messages that speak directly to each investor's interests and thesis.
  </Step>

  <Step title="Actionable analytics">
    Track your pipeline with data-driven insights informed by your unique profile.
  </Step>
</Steps>

Your profile ensures every action you take is informed and strategic.

***

<Note>
  **Your most powerful feature is the "update" button.** Fundraising is a dynamic process. As you learn, pivot, and grow, simply revisit your Company Profile. Each adjustment refines your campaign in real-time, keeping your efforts focused and effective from first contact to final close.
</Note>


# My Credits & Plan
Source: https://docs.capitalxai.com/account-support/my-credits-and-plan

A simple place to run your entire fundraising process, track progress, and get more firepower when you need it.

***

## Your Usage page

Go to your <a href="https://app.capitalxai.com/usage">Usage page</a>.

Your Usage page gives you a clear, real-time view of your plan, billing details, and how your credits are being spent.

<Frame>
  <video />
</Frame>

### What you can view on this page

<AccordionGroup>
  <Accordion title="Plan & billing overview" icon="receipt">
    * See which plan you are currently on
    * Check your billing cycle
    * Confirm your plan status
    * View your next renewal date
    * See when you were last billed
  </Accordion>

  <Accordion title="Credits summary" icon="coins">
    * Your total remaining credits at a glance
    * Option to add more credits whenever you need them
    * Ability to show or hide detailed usage
  </Accordion>

  <Accordion title="Usage details" icon="chart-line">
    * Your total credits used to date
    * A breakdown of credits by action, such as AI Investor Analysis
    * A recent activity log that shows which investors you analyzed, how many credits were used, and the exact date and time
  </Accordion>
</AccordionGroup>

<Tip>This page helps you stay on top of your fundraising activity, understand your credit usage patterns, and plan your outreach with confidence.</Tip>

***

## Your plans, built around how you actually fundraise

<Tabs>
  <Tab title="Free · $0">
    ### Free

    **\$0 · 5 Credits · Valid forever**

    Start like a pro without spending a dollar. This is the cleanest way to experience the full CapitalxAI workflow — from discovery to outreach — before committing to anything.

    <AccordionGroup>
      <Accordion title="What you get" icon="check">
        * 1 user
        * 5 credits
        * Launch your campaign quickly, the way expert fundraisers do
        * Run a real process without hiring pricey consultants
        * See the ROI of the platform for yourself
        * Completely risk-free
      </Accordion>
    </AccordionGroup>

    <Tip>Best for founders, investment bankers, or startup consultants who want to test the full product before upgrading.</Tip>
  </Tab>

  <Tab title="Basic · $500">
    ### Basic

    **\$500 · 500 Credits · Valid for 3 months**

    Everything you need to research, discover, and analyze investors at scale — all from one dashboard.

    <AccordionGroup>
      <Accordion title="Core capabilities" icon="zap">
        * 1 user
        * 500 credits
        * Unlimited search and filters
        * Deep investor, company, and people discovery
        * AI helps you identify investors most likely to fund your company
      </Accordion>

      <Accordion title="Investor profiles" icon="contact">
        * Notable past investments
        * Verified contact details
        * Official apply links or submission pages
        * Investor grading for reputation, support, and founder friendliness
      </Accordion>

      <Accordion title="Outreach and messaging" icon="mail">
        * Basic AI-assisted investor messages that lead with "why them"
        * Clear view of mutual interests
        * See who they typically co-invest with
        * Proven outreach message templates
      </Accordion>

      <Accordion title="Pipeline and support" icon="chart-bar">
        * Built-in pipeline tracking and exports
        * Analytics dashboard to measure progress
        * Standard support
      </Accordion>
    </AccordionGroup>

    <Tip>Best for founders, operators, analysts, and small teams running a serious process.</Tip>
  </Tab>

  <Tab title="Pro · $700 ✦">
    ### Pro

    **\~\~$1,000~~ $700 · Save \$300 · 500 Credits · Valid for 6 months**

    <Note>**Most teams choose this.** Think of this as having investment bankers on your side — but at a fraction of the cost. You move faster, pitch smarter, and close quicker.</Note>

    *One strong investor meeting can pay for this many times over.*

    **Everything in Basic, plus:**

    <AccordionGroup>
      <Accordion title="Advanced messaging and network" icon="rocket">
        * More powerful AI messaging with deeper personalization
        * Founder-investor portfolio network
        * Clear intro pathways and relationship mapping
        * Top-tier outreach templates that consistently perform
      </Accordion>

      <Accordion title="Deep research" icon="search">
        * Detailed background and professional history
        * Guidance on the best way to approach or pitch each investor
      </Accordion>

      <Accordion title="Investor intelligence" icon="brain">
        * Find investors behind any company
        * See recent deals and activity
        * Access public quotes, essays, and interviews that reveal their thinking
        * Understand what they look for in founders
        * Spot common red flags before you reach out
      </Accordion>

      <Accordion title="Content and updates" icon="newspaper">
        * Exclusive recent articles, podcasts, and videos
        * Latest investor news and insights in one place
      </Accordion>

      <Accordion title="Pro perks" icon="star">
        * Priority access to new features
        * Priority support
        * Quarterly strategy call with the CapitalxAI team
      </Accordion>
    </AccordionGroup>

    <Tip>Best for funds, growth teams, and power users running high-velocity rounds.</Tip>
  </Tab>
</Tabs>

***

## What is a credit?

<Card icon="coins">
  Each credit unlocks **one investor**. You use credits to analyze them with AI, view detailed profiles, generate thoughtful outreach messages, and surface actionable insights.
</Card>

## Run out of credits mid-round?

Top up instantly or repurchase your plan anytime and keep your momentum going.

***

## Why teams trust CapitalxAI

<Steps>
  <Step title="No credit card required to start">
    Jump in and explore the full platform without any payment commitment.
  </Step>

  <Step title="Built by ex-YC alumni">
    The team behind CapitalxAI has been through the fundraising grind firsthand.
  </Step>

  <Step title="Constantly refreshed data">
    New funds and investors are added regularly to keep your pipeline current.
  </Step>

  <Step title="Human-verified information">
    Every data point is reviewed for accuracy — not just scraped and dumped.
  </Step>

  <Step title="Used by 100+ startups">
    Teams across SaaS, AI, and fintech rely on CapitalxAI to close rounds.
  </Step>

  <Step title="Report missing investors">
    Flag a gap and we will add the investor for free.
  </Step>
</Steps>


# Support
Source: https://docs.capitalxai.com/account-support/priority-support

Get in touch with the CapitalxAI founding team directly.

We're here for you. If you have a question, a suggestion, or just want to say hello, we love hearing from you.

## Your direct line to our founders

We built this platform because we needed it ourselves. That means we're personally invested in your success. You can reach our founding team directly at [founders@capitalxai.com](mailto:founders@capitalxai.com).

We read every email. Whether it's a technical issue, feedback on a feature, or a conversation about our white-label options, we're on the other side.

## Get help when you need it

We know that fundraising moves fast, and questions can't wait. Reaching out to this address puts you in direct contact with the people who built the product. You'll get a thoughtful, human response from someone who deeply understands your workflow.

## Partners and white-label support

For our investment banking partners and consultants using our white-label platform, this is your channel for strategic support. Have a client-specific question or an integration idea? Let's talk. We're committed to being an extension of your team.

## Help us build a better product

Your feedback doesn't just get logged; it informs our roadmap. Found a bug? Let us know. Wish something worked differently? Tell us. Found an investor we're missing? Send us their details and we'll add them for you, free of charge.

We're in this with you.

*The CapitalxAI Team*


# Secure by Design
Source: https://docs.capitalxai.com/account-support/secure-by-design

Learn about CapitalxAI's security architecture and practices.

Your fundraising strategy is built on trust. We protect it with a security-first foundation.

Every founder, banker, and consultant today needs to move fast without cutting corners. You want powerful tools, but you absolutely cannot compromise on the safety of your data and relationships. That's why security isn't a feature we added later—it's the bedrock of CapitalxAI. We designed our platform from the ground up to be a secure home for your most sensitive work.

## Security that fits your workflow

We provide a streamlined, secure environment for your entire fundraising process. Your data is protected with enterprise-grade infrastructure on trusted, industry-leading servers from AWS, Google Cloud, and Supabase. This means you get robust, reliable security without the complexity, so you can focus on what you do best: building relationships and closing rounds.

## Your data, under your control

You maintain full ownership and control of your information. We operate on a strict need-to-know basis for data processing. Our systems are built to ensure your investor lists, communications, and deal materials are used solely to power your workflow within the platform and nothing else.

## Built with governance in mind

We understand the importance of boundaries and compliance. Our architecture supports strong data isolation and clear access controls, providing a clear audit trail for every action. This disciplined approach gives you the confidence to manage your pipeline, your team's permissions, and your client information effectively, all from one secure dashboard.

## Intelligent security, inside and out

Our AI works for you securely. The platform acts as a responsible gatekeeper, ensuring information is used appropriately to qualify fits and generate insights without overexposure. Security is embedded at every layer, from how we manage access to how we protect your ongoing work.

## A commitment, not a certificate

For our team, security is a core commitment that guides how we build, operate, and evolve. It's woven into our daily practices and our platform's DNA, ensuring we proactively safeguard your trust as part of our service to you.

## A platform you can trust with your most critical relationships

<CardGroup>
  <Card title="For the Founder" icon="rocket">
    Sleep soundly knowing your investor conversations and strategy are protected as you navigate your fundraise.
  </Card>

  <Card title="For the Investment Banker" icon="landmark">
    Confidently manage multiple client engagements in one dashboard, with the ironclad separation and security required to maintain professional trust and discretion.
  </Card>

  <Card title="For the Consultant & White-Label Partner" icon="handshake">
    Deploy a powerful, branded fundraising intelligence platform to your clients, backed by a security posture that enhances your reputation and protects theirs.
  </Card>
</CardGroup>

<Note>
  At CapitalxAI, we believe that the smartest path to funding is also the most secure one. Let's build your future with confidence.
</Note>


# Deep Research
Source: https://docs.capitalxai.com/build-relationships/deep-intelligence

Move beyond the list. Build genuine investor relationships.

## Stop pitching, start partnering

Successful fundraisers don't just know who to pitch; they understand **why** that investor is a perfect partner and **how** to start the conversation. They realize that every investor has a unique pattern—a history of bets, a network of co-investors, a public philosophy, and private deal triggers. This pattern, when understood, turns a cold email into a warm introduction. It transforms your pitch from a transaction into the start of a relationship.

## Stop being a detective, start being a founder

You're spending more time researching investors than actually talking to them. Scouring LinkedIn, Crunchbase, and Twitter feeds to piece together a vague sense of who someone is and what they care about. It's frustrating because this detective work is slow, surface-level, and manual. You end up with a spreadsheet full of names but no real insight. If you don't fix this, you'll send generic, low-conviction outreach that gets ignored. You'll waste precious time pitching investors who were never a fit, simply because you didn't have the full picture. It's the fastest way to burn through your runway and your confidence.

## Your on-demand investor intelligence hub

CapitalxAI's Deep Research is your command center for investor understanding. We synthesize thousands of data points from countless sources—news, podcasts, SEC filings, interviews, social posts, and deal databases—to give you a comprehensive, dynamic profile on any investor or firm.

It's not just a static bio; it's a **living dossier** designed to help you qualify fit, craft your narrative, and build a connection long before you hit "send."

<Frame>
  <video />
</Frame>

<Tip>
  Think of Deep Research as having the most thorough associate on your team, whose only job is to know everything about your potential investors.
</Tip>

## From data to dialogue

This isn't just for building a list—it's for building relationships. Here's how you turn intelligence into action.

<Tabs>
  <Tab title="Craft Your Pitch">
    ### Speak their language

    Your pitch should feel like a continuation of their own thoughts. Deep Research gives you the script by revealing their specific priorities and pain points.

    <Steps>
      <Step title="Thematic alignment">
        An investor's profile shows a recent podcast where they said, *"The next big opportunity isn't in automation, it's in augmentation—tools that make human workers 10x more effective."*

        **Your pitch adjustment:** Frame your entire product narrative around "human augmentation," not just "automation." Your email subject line could be: *"Building the augmentation layer for \[Industry]"* and your deck's vision slide directly references the shift from automation to augmentation.
      </Step>

      <Step title="Address specific red flags">
        A VC firm's profile clearly lists under **Common Reasons They Pass**: *"Founders with no clear technical co-founder or a plan to hire one immediately."*

        **Your pitch adjustment:** If you're a non-technical founder, proactively address this. Your deck includes a "Technical Leadership" slide featuring your rock-solid CTO or detailing your precise, funded hiring plan. In the meeting, confidently say: *"I know building a strong technical foundation is a key pillar for you, so I want to detail how we've structured that..."*
      </Step>

      <Step title="Leverage geographic focus">
        An investor's profile highlights a specific preference: *"Investing in Texas-based SaaS companies."*

        **Your pitch adjustment:** Don't just mention you're based in Austin. Lead with a localized insight: *"We're building the solution to the specific logistics fragmentation problem we saw firsthand at the Port of Houston, which is why we're headquartered here in Austin. Given your focus on Texas SaaS, I thought you'd appreciate this ground-level view of the opportunity."*
      </Step>

      <Step title="Connect to their portfolio">
        The investor's **Notable Investments** include WidgetCo, a company that solves an adjacent problem to yours.

        **Your pitch adjustment:** Demonstrate ecosystem thinking: *"We see our product as the natural data layer that would make platforms like WidgetCo even more powerful. In fact, our early integration concept could unlock a new revenue stream for them. We'd be a strategic fit within your existing portfolio's ecosystem."*
      </Step>
    </Steps>
  </Tab>

  <Tab title="Build Relations">
    ### Uncover the hidden pathways

    A warm introduction isn't just about finding *any* connection—it's about finding the **right** one. Deep Research maps the ecosystem around your target investor, showing you the proven paths.

    <AccordionGroup>
      <Accordion title="The Portfolio Company Path" icon="building">
        You're targeting **Investor A**. Their profile shows they led a Series A for Sprocket.ai. You use LinkedIn to see that your former colleague from a past job is now the Head of Sales at Sprocket.

        Instead of a cold email, you ask your colleague for context on what Investor A was like as a partner and if they'd be open to an intro.

        **Your outreach becomes:**

        > *"Hi \[Investor A], I was speaking with \[Name] at Sprocket about their scaling journey, and they highlighted your valuable guidance on their GTM strategy. Given your deep experience in the AI ops space..."*
      </Accordion>

      <Accordion title="The Co-Investor Network" icon="users">
        **Investor B's** profile lists **Firm X** and **Angel Y** as frequent co-investors. You don't have a direct connection to Investor B, but you've previously met a principal at Firm X at a conference.

        You reconnect with that principal, share your progress, and ask if they'd be willing to make an intro to Investor B based on the shared investment interest.

        **Why it works:** The intro carries weight because it comes from a trusted peer in their deal flow network.
      </Accordion>

      <Accordion title="The Shared Philosophy" icon="handshake">
        **Investor C** has multiple public quotes and podcasts emphasizing "founder grit" and "mission-driven teams." You notice they often invest alongside **Angel Z**, who writes about similar themes.

        You first engage with Angel Z's content thoughtfully—a insightful comment on their latest essay. Once you've established a genuine interaction, you note the alignment with Investor C's philosophy when asking for advice or an introduction.

        **Why it works:** It shows you're part of a shared community, not just blasting requests.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Qualify Faster">
    ### Save hours by filtering with precision

    Deep Research gives you the hard numbers upfront so you can make instant go/no-go decisions.

    <Frame>
      > *"Their minimum check is \$5M, and we're seeking \$1.5M. They're not a fit right now."*
      >
      > — **That one insight just saved you 10 hours of pursuit.**
    </Frame>

    Use the investment thesis, check size, stage focus, and geographic preferences to ruthlessly qualify or disqualify investors before you spend a single minute on outreach.
  </Tab>
</Tabs>

## The difference Deep Research makes

<CardGroup>
  <Card title="Without Deep Research" icon="circle-x">
    *"I think you might invest in this."*

    Generic outreach, wasted meetings, and missed connections.
  </Card>

  <Card title="With Deep Research" icon="circle-check">
    *"I understand why you invest, and here's how we match that pattern."*

    Informed, respected, and aligned from the very first interaction.
  </Card>

  <Card title="The Result" icon="trophy">
    Every interaction feels informed, respectful of their time, and aligned with their proven interests.
  </Card>
</CardGroup>

## What you get in every profile

<CardGroup>
  <Card title="Background & Professional History" icon="briefcase-medical">
    See the person behind the title. Understand their career journey, previous roles, and operational experience. This context helps you find common ground and speak their language.
  </Card>

  <Card title="Direct Contact & Approach Strategy" icon="route">
    Get verified contact details and the best way to approach them. We show you if they prefer a warm intro, a specific online form, or a direct LinkedIn message—saving you from fatal first-step faux pas.
  </Card>

  <Card title="Firm, Role & Investment Thesis" icon="building-2">
    See their current firm (with active links), role, and headquarters. Understand their fund's stage, typical check size (min/max), and whether they prefer to lead or follow. This is your first-layer filter for qualification.
  </Card>

  <Card title="Focus & Geography" icon="map-pin">
    Map their declared industry, technology, and geographic preferences against your startup's details. No more guessing if they invest in your region or sector.
  </Card>

  <Card title="Track Record & Network" icon="git-compare">
    Review their notable investments and exits (with links). See co-investors they frequently back deals with—your goldmine for warm intro paths. Gauge recent deal activity to see how actively they're deploying capital now.
  </Card>

  <Card title="Philosophy & Deal Triggers" icon="lightbulb">
    Read their public quotes, essays, and interviews to absorb their investment philosophy. We detail what this investor specifically looks for in founders and the common red flags that make them pass. Use this to frame your story.
  </Card>
</CardGroup>

### Recent insights

Access links to their latest exclusive articles, podcast appearances, or videos. Reference a point they made last week to show you've done your homework and are genuinely engaged.

<Note>
  Deep Research profiles are continuously updated. Every time you open a profile, you're seeing the latest intelligence—not a stale snapshot from months ago.
</Note>

***

## Stop researching. Start relating.

Deep Research turns scattered information into strategic insight. It's the difference between shooting in the dark and having a clearly lit pathway to the right partners.

<Info>
  Ready to build real investor relationships? Open a profile on your [Investor Dashboard](https://app.capitalxai.com/) and let Deep Research do the heavy lifting.
</Info>


# Latest Investor Updates
Source: https://docs.capitalxai.com/build-relationships/latest-investor-updates

Your real-time intelligence hub for building genuine investor relationships.

## Fundraising is a relationship, not a transaction

Strong relationships are built on genuine understanding and timely, relevant insights. **Latest Investor Updates** gives you the tools to move beyond a generic pitch and build real connections with the right investors for your business.

<Tip>
  Think of this page as your fundraising co-pilot. We highlight the signal in the noise—tracking recent moves, speeches, and portfolio developments—and pair each insight with professional suggestions on how to engage.
</Tip>

***

## Relationship pathways built on live intelligence

CapitalxAI is your relationship intelligence engine. We deliver curated, live updates on the investors in your pipeline and show you clear, actionable ways to use that information to build a connection over time. We turn raw data into your next step.

<Frame>
  <video />
</Frame>

It's dynamic, it's smart, and it's designed for the long game of relationship building.

***

## From information to introduction

Here's how you turn an update into a strategic opportunity. We pull the latest public information on firms and people, then map out how you can use it.

<Tabs>
  <Tab title="Active Investor">
    ### Engaging an active investor (firm-level intelligence)

    <Frame>
      **The Intelligence:** Our system shows that Pritzker Private Capital has recently been active in the industrial manufacturing and services sectors, with a stated focus on founder-partnerships and long-term holding periods.
    </Frame>

    #### Your relationship pathway

    <Steps>
      <Step title="Strategic Follow-Up (3–4 weeks later)">
        Reference their specific investment model to show depth of understanding.

        > *"Given Pritzker's 'partnership' approach with founders in the industrial space, I'd value your perspective on our roadmap for \[Your Key Metric] growth. Are you open to a brief chat next quarter to discuss the landscape?"*
      </Step>
    </Steps>
  </Tab>

  <Tab title="Quiet Contact">
    ### Re-engaging a quiet contact (individual-level intelligence)

    <Frame>
      **The Intelligence:** For Adam Ingersoll (Co-Founder/COO, Shasta Dental; Managing Partner, Alair Capital), updates indicate active operational leadership but no major media or new investment announcements in the last 6–12 months. He is scheduled to speak at the 2025 RFK Compass Summer Investors Conference.
    </Frame>

    #### Your relationship pathway

    <Steps>
      <Step title="Pre-Event Value Add">
        Use a scheduled event as a natural, non-intrusive reason to reconnect.

        > *"Adam, I see you're speaking at the RFK Compass Conference this summer. As we build in the adjacent space of \[Your Domain], I compiled some data on \[Trend Related to His Topic] that might be useful for your panel prep. Happy to send it over."*
      </Step>

      <Step title="Post-Event Insight">
        Follow up by referencing something specific from their appearance.

        > *"Hope the conference was valuable. Your point about \[Specific Theme He Mentioned] aligns with a challenge we're solving at \[Your Company]. When things settle, I'd appreciate your quick take on our approach."*
      </Step>
    </Steps>
  </Tab>

  <Tab title="Portfolio News">
    ### Leveraging portfolio news (firm & people intelligence)

    <Frame>
      **The Intelligence:** An update flags that a General Partner at Buchanan Ingersoll & Rooney PC's Venture Group just joined the board of a portfolio company in the legal tech space.
    </Frame>

    #### Your relationship pathway

    <Steps>
      <Step title="Congratulatory & Relevant Outreach">
        Lead with genuine congratulations, then bridge to your relevance.

        > *"Congratulations on the new board role at \[Portfolio Company]. As a team building in the broader \[Legal Tech/Professional Services Tech] ecosystem, we were particularly interested in that move. It signals a focus on \[Specific Area]. We're tackling a related challenge around \[Your Specific Problem]. Would you be open to a 20-minute intro next month to share what we're seeing?"*
      </Step>
    </Steps>
  </Tab>
</Tabs>

***

## Key benefits of this approach

<CardGroup>
  <Card title="Cold Outreach → Warm Conversations" icon="messages-square">
    Ground every communication in a recent, relevant signal, dramatically increasing response rates. You're no longer a stranger—you're someone who's paying attention.
  </Card>

  <Card title="Elite-Level Preparedness" icon="graduation-cap">
    Immediately stand out as a strategic, insightful founder who does their homework—a key trait investors bet on. Preparedness signals competence.
  </Card>

  <Card title="Coherent Relationship Narrative" icon="book-open">
    Your interactions become a logical story over time, building familiarity and trust before you ever send a deck. Each touchpoint reinforces the last.
  </Card>

  <Card title="Protect Your Focus" icon="shield-check">
    We automate the heavy lifting of intelligence gathering, freeing you to be human, compelling, and focused on your business. Your time stays on building, not researching.
  </Card>

  <Card title="Master the Long Game" icon="trophy">
    Fundraising is a marathon. This system ensures you're consistently and intelligently nurturing the right relationships, so when you're ready to raise, you start from a position of strength and connection.
  </Card>

  <Card title="Always Current, Always Relevant" icon="refresh-cw">
    Updates are live and continuous. Every time you check your pipeline, you're seeing the latest intelligence—not a stale snapshot from months ago.
  </Card>
</CardGroup>

***

## Stop guessing. Start connecting with purpose.

<Info>
  Ready to build real investor relationships? Head to your [Investor Dashboard](https://app.capitalxai.com/) and let live intelligence guide your next move.
</Info>


# Build Your Raise Engine
Source: https://docs.capitalxai.com/get-started/build-your-raise-engine

Stop treating fundraising like a one-off event. Build a repeatable, high-velocity system that turns investor outreach into a streamlined process you command.

Imagine fundraising not as a series of frantic events, but as a smooth, repeatable system. That's what this is about.

***

## Why most founders fail at raising capital?

We often talk about traction, market size, and the team—but the most common reason great startups fail to raise money is much simpler: **they can't execute the fundraising process effectively.**

### The brutal math of a broken process

Founders intuitively know fundraising is a numbers game, but the real numbers are daunting. To secure a term sheet, you need to create real momentum and competition. That doesn't happen by chatting with a few dozen investors.

<CardGroup>
  <Card title="What most founders do" icon="circle-x">
    Approach fewer than **200** potential investors, relying almost entirely on their warm network and personal introductions.
  </Card>

  <Card title="What it actually takes" icon="circle-check">
    A qualified list of **2,000 to 3,000** targets for a serious Series A round—far beyond what any personal network can provide.
  </Card>
</CardGroup>

Relying solely on your warm network is a classic trap. Those introductions are crucial, but they are almost never sufficient in volume or diversity to create the necessary FOMO. The process then drags on, typically taking **3–4 months** and requiring an exhausting volume of meetings. Without a system to manage this scale, founders burn out, the company drifts, and the runway evaporates.

<Warning>
  **A limited outreach approach doesn't just risk time; it risks missing your ideal investor entirely because you never even got in front of them.**
</Warning>

### The hidden hurdle: you're invisible in an ocean of noise

Here's the perspective shift: just as you are seeking the right investor, investors are actively seeking the right startups. You are not just asking for money; you are offering an opportunity. But you have to get seen first.

Your email is one in a tidal wave. You have about **seven seconds** to grab an investor's attention and demonstrate a clear, compelling fit with their portfolio and thesis. Most outreach fails here—it's either too generic, shows no research, or worse, damages your reputation with a sloppy, mass-produced feel.

<Note>
  If an investor doesn't immediately think, "This is exactly for me," there is no FOMO. Without FOMO, there is no momentum.
</Note>

### The manual workload that breaks the founder

To truly personalize outreach, you need to complete several steps for every single contact:

<Steps>
  <Step title="Identify the right individual at the firm">
    Find the specific partner or principal whose investment thesis aligns with your startup.
  </Step>

  <Step title="Find a verified email address">
    Locate a reliable, up-to-date contact method—not a generic info@ inbox.
  </Step>

  <Step title="Research their portfolio and recent investments">
    Understand what they've funded, what they're looking for, and what gaps you fill.
  </Step>

  <Step title="Craft a personalized hook">
    Write a compelling opening that connects your startup directly to their world and interests.
  </Step>
</Steps>

Done properly, this takes about **15 minutes per contact**.

<Info>
  **Now, do the math:**

  15 minutes/investor × 3,000 investors = **750 hours** of dedicated, manual work.

  That's over **18 full 40-hour workweeks** of non-stop research and writing. It's impossible for a founder building a company.
</Info>

This is why many turn to investor relations (IR) reps or consultants, but they often fall short. They rely on a limited, static network, lack the technology to scale quality outreach, and charge retainers that are prohibitive for early-stage startups.

***

## Fundraising is a process, not an event

The core issue isn't a lack of investors. The problem is treating fundraising like a series of isolated events—a big meeting, a perfect pitch—instead of a **measurable, repeatable workflow**.

Successful founders win by building a high-velocity pipeline. They systematically identify fit, secure access, and advance conversations, knowing that consistency and pace are what ultimately predict success.

<Tip>
  Think of your fundraise like a professional sales process: identify, qualify, engage, convert. The founders who treat it this way close rounds **up to 5× faster**.
</Tip>

### A systematic, founder-first workflow

CapitalxAI transforms fundraising from a grind into a guided workflow. Our platform provides the structure and intelligence to run your raise like a professional sales process, giving you back control and clarity.

You get clear relationship pathways, deep investor intelligence, and the right resources to craft your pitch—all within a single platform where you can track progress, manage your pipeline, and move forward with confidence.

***

## How you gain the edge

<CardGroup>
  <Card title="Build a qualified pipeline, not just a list" icon="list-filter">
    Move beyond static lists. Use AI to instantly qualify investors based on your stage, sector, and historical patterns. Feed your pipeline with strong-fit prospects on a recurring basis, ensuring you always have fresh, relevant opportunities moving through your funnel.
  </Card>

  <Card title="Land warm introductions systematically" icon="handshake">
    Stop guessing how to get in the door. Our platform maps out clear relationship pathways and provides the context you need to request warm introductions effectively. Transform access from a bottleneck into a reliable, recurring step in your process.
  </Card>

  <Card title="Convert conversations with clarity" icon="chart-line">
    Know exactly how to advance. Track every interaction in your built-in pipeline, and use our analytics to understand your conversion rates from first call to due diligence. The platform helps you discern who is genuinely leaning in, so you can prioritize your time on investors who are ready to engage.
  </Card>

  <Card title="Maintain velocity and momentum" icon="gauge">
    Never get stuck wondering what to do next. Our process framework gives you clear decision rules for common scenarios, like when an investor goes silent. Quickly disqualify poor fits, pause on cold leads, and focus your energy on moving hot prospects forward—keeping your entire pipeline moving at speed.
  </Card>
</CardGroup>

<br />

<Card title="Manage your entire raise in one secure hub" icon="shield-check">
  Consolidate your effort. Track communications, store pitch materials, monitor your credit usage for research, and access support—all from a single, secure dashboard. It's the centralized command center for your fundraise, designed for clarity and control.
</Card>

***

## The bottom line

In our experience, a high-velocity process is the **single greatest predictor** of a successful raise. Founders who close rounds move through their pipeline up to **five times faster** than those who don't.

CapitalxAI is built to deliver that velocity. It's the system that turns fundraising from a distracting, uncertain event into a streamlined process you command.

<Info>
  Ready to build your raise engine? [Get started now](https://app.capitalxai.com/signup) or reach out to us at [founders@capitalxai.com](mailto:founders@capitalxai.com).
</Info>


# Founders Note
Source: https://docs.capitalxai.com/get-started/founder-note

A note from the founders of CapitalxAI on why they built a superintelligent fundraising platform.

**Superintelligence for fundraising that actually works the way you work.**

## Why CapitalxAI exists

If you have raised capital, advised founders, or run outreach for clients, you know the grind. Endless investor lists, fragmented data, weak signals of fit, and far too much time spent figuring out who to talk to and how to approach them. We built CapitalxAI because we lived this problem, deeply and personally.

I am Naman Kasliwal, an ex YC founder who has raised capital twice. Alongside me is Durga Rao, who has spent years managing large scale investor outreach and understanding what truly moves the needle. Between us, we have seen fundraising from every angle, as founders, as advisors, and as operators behind the scenes.

For the past two years, we worked hand in hand with an investment bank to shape this product around real workflows, real deals, and real constraints. This is not a polished experiment. This is version two of CapitalxAI, a fully automated platform that brings powerful investor insights, smart outreach, and a clean workflow into one unified dashboard.

## Built for how you actually fundraise

CapitalxAI is designed for three kinds of users, and we take each seriously.

<CardGroup>
  <Card title="Founders" icon="rocket">
    This is your command center for fundraising. Discover the right investors, understand their preferences, and approach them with clarity instead of guesswork.
  </Card>

  <Card title="Investment Bankers" icon="landmark">
    This becomes your client dashboard. Map relationships, assess investor fit, and run structured outreach without juggling a dozen tools or spreadsheets.
  </Card>

  <Card title="Consultants & Accelerators" icon="users">
    Use CapitalxAI directly or white label it to power your own fundraising services with AI at the core.
  </Card>
</CardGroup>

Everything here is built around one simple goal: make your work easier while increasing your chances of success.

## Discover the right investors, not just more investors

CapitalxAI does not just surface names. It helps you qualify fit using AI across stage, sector, geography, check size, and past behavior. You get relationship pathways, deep investor intelligence, and clear signals instead of overwhelming noise.

We are committed to covering the full universe of investors. If anyone is missing from our database, tell us and we will add them for free. Our ambition is that you never feel limited by your tools.

## Reach out with clarity and confidence

Great outreach is about relevance, timing, and positioning. CapitalxAI helps you craft the right pitch, personalize your messaging, and structure your approach so you come across as thoughtful and prepared, never desperate.

You can track everything in a built-in pipeline, see what is working through analytics, and manage credits, security, and support all in one place. No more messy trackers, scattered notes, or disjointed systems.

## Move fast without cutting corners

Fundraising often feels like a race against time. CapitalxAI is built for anyone who wants to expand their pipeline and reach a large set of investors within days, not months.

This is not just another investor database or CRM. It is an AI powered system that organizes your work, sharpens your strategy, and amplifies your effort.

## Your time is your most valuable asset

Ultimately, CapitalxAI is for anyone who wants to increase their pipeline and reach a huge set of qualified investors within days—not months. It gives you back your time and your focus.

## Our vision

This is version two, but we are just getting started. Our vision is to build the most powerful fundraising platform in the world, one that genuinely transforms how founders, bankers, and advisors raise capital.

**We are building the product we wish we had when we were in your shoes.**

Today, we are making CapitalxAI publicly available. No waitlist, no request-demo, just visit: [app.capitalxai.com](https://app.capitalxai.com)


# Introduction
Source: https://docs.capitalxai.com/get-started/introduction

A smarter, founder-first way to run your fundraise from first target list to final close.

## The fundraising grind is real

You're building the future, but fundraising feels like a full-time job from the past. You spend nights searching for investors, only to get lost in spreadsheets and generic LinkedIn profiles. Crafting each email from scratch is exhausting, and tracking who you've contacted—and who's ignored you—is a nightmare. The process is slow, manual, and scattered across a dozen tabs.

**Why is this so frustrating?** Because every hour you spend on this administrative slog is an hour you're not building your product, talking to customers, or leading your team. You know you need to be strategic, but the process forces you to be a data entry clerk.

**What happens if nothing changes?** Your round drags on. Momentum stalls. You miss connections with perfect-fit investors because you couldn't cut through the noise. Ultimately, you settle for a less-than-ideal deal, just to get it over with.

## Meet your AI-powered investment analyst

CapitalxAI is built for anyone who has ever had to manage a raise and wished the whole process felt clearer, faster, and less chaotic. Whether you are a founder in the trenches, an investment banker running processes for multiple clients, or a startup consultant using a white-label tool with your portfolio, this platform becomes your command center for fundraising.

Instead of juggling spreadsheets, inboxes, and scattered notes, you get one clean workspace that helps you think, plan, and move with confidence. CapitalxAI helps you discover the right investors, qualify fit in real time, and reach out in a way that actually resonates. You can see relationship pathways that reveal warm routes to investors, dive into deep investor intelligence, and craft sharper, more relevant pitches without guesswork.

<Frame>
  <video />
</Frame>

<p>
  <strong>Start Fundraising Now</strong><br />
  Video created by the Kaptured AI team.

  <br />

  <a href="https://www.kaptured.ai/">Get one for your company →</a>
</p>

As you move through your round, everything stays organized inside a built-in pipeline with clear tracking and analytics, so you always know where you stand. Credits, security, and support are all managed in one place, letting you focus on what matters most — building your company and closing the right investors.

Think of CapitalxAI as a practical, powerful copilot for your raise — one that gives you structure, insight, and momentum without getting in your way.

## Fundraising is about momentum

**More meetings, more yeses.**

If this platform helps you close just one investor meeting, it pays for itself. One investor can be worth \$50K to \$500K+ in funding, and that single check can completely change the trajectory of your business.

CapitalxAI brings together everything you need in one place — investor discovery, warm intro pathways, AI-assisted outreach, relationship mapping, and strategy guidance. Instead of slow, fragmented work, you move with clarity and speed.

<CardGroup>
  <Card title="CapitalxAI ROI is massive" icon="trending-up">
    If a founder raises even \$250K to \$1M, and CapitalxAI helped them find the right investors faster, then the investment is negligible compared to the outcome. The real value is not in the tool — it is in the deals you close because of it.
  </Card>

  <Card title="Save 20 to 45 hours every week" icon="timer">
    Finding the right investors, researching them, and sourcing contacts usually takes 10+ hours per week. CapitalxAI automates around 80% of that work. If your time is worth just \$100/hour, you effectively recover your investment in the very first week. That is time you can spend refining your product, speaking to customers, or actually meeting investors.
  </Card>

  <Card title="Pitch the right investors, not everyone" icon="target">
    Most founders waste time pitching investors who do not invest in their stage, sector, or region. CapitalxAI fixes this with investor intent and fit analysis, mutual interest detection, and smart filtering based on thesis and recent activity. The result is fewer pitches, but far more real conversations with investors who actually care.
  </Card>

  <Card title="More meetings, faster fundraise" icon="users">
    Warm introductions convert around 10x better than cold emails. CapitalxAI gives you founder-to-investor relationship mapping, shared connections, and background signals — along with social and portfolio-based context that makes your outreach feel natural instead of random. You do not just send more messages — you send better ones to the right people.
  </Card>
</CardGroup>

## Super intelligence for fundraising

One investor meeting can be worth **\$50K to \$500K+** in funding. CapitalxAI helps you get there faster and more effectively — for less than the cost of a single pitch deck revision.

## Hear from founders who raised with CapitalxAI

<div>
  <div>
    <Frame>
      <iframe title="YouTube video player" />
    </Frame>

    <p>
      <strong>Quentin Gollier, Hyperfuel Labs</strong><br />
      Booked 20 investor meetings in \<2 weeks using CapitalxAI, achieving a 25% reply rate.
    </p>
  </div>

  <div>
    <Frame>
      <iframe title="YouTube video player" />
    </Frame>

    <p>
      <strong>Cameron, Co-Founder of Sute</strong><br />
      Secured 10+ investor meetings with an 84% email open rate after shortlisting 500 investors.
    </p>
  </div>
</div>

<Info>
  If you have feedback or specific questions, you can always reach out to us at [founders@capitalxai.com](mailto:founders@capitalxai.com).
</Info>


# Launch Campaign
Source: https://docs.capitalxai.com/get-started/launch-campaign

Your fundraising campaign, launched. Not just another tool—your co-pilot for the entire raise.

## A new perspective: it's not about more leads, it's about the right conversations

The bottleneck isn't a lack of investor names. The real problem is the immense friction between finding a potential investor and starting a relevant, warm conversation.

Successful fundraisers don't just spray and pray. They operate with a system: deep intelligence to qualify fit, personalized communication to stand out, and a clear pipeline to drive the process forward. They turn fundraising from a scavenger hunt into a streamlined workflow.

## Introducing your fundraising workflow: CapitalxAI

CapitalxAI is the founder-first platform that streamlines your entire fundraising workflow in one place. It helps you discover the right investors, qualify fit with AI, and reach out effectively—so you can focus on building relationships, not managing chaos.

<Info>
  It's not just a database; it's your fundraising command center.
</Info>

## How you win: the CapitalxAI workflow

<Steps>
  <Step title="Get set up in minutes">
    **Sign up:** Start instantly at [app.capitalxai.com/signup](https://app.capitalxai.com/signup).

    <Frame>
      <video />
    </Frame>

    **Onboard with purpose:** Our guided form understands your unique story—your team, stage, sector, and vision. Share your website, and we'll auto-fill details to save you time. This isn't busywork; every question fuels your investor matching and personalization.

    Watch our quick onboarding overview to see how it works:

    <Frame>
      <video />
    </Frame>

    The collected data during onboarding flows into our AI investor research agent where it is used to:

    * **Filter investors** by stage, sector, geography, investor type, round size, and lead/follow-on preference.
    * **Score investor relevance** based on product description, business model, revenue status, and milestones.
    * **Personalize outreach emails** using the founder's name, role, bio, product description, and uniqueness.
      **Access your dashboard:** Immediately see investors matched to your profile.
  </Step>

  <Step title="Discover and qualify with precision">
    **Analyze the right investors:** Search firms or individuals. Our platform identifies the specific partners at a firm who are most likely to care about your space, complete with verified contact details.

    <Tip>
      **Go beyond the regular:** Need a specialized list for debt, hedge funds, or other unique raises? Request a custom investor dataset. Our team will prepare and add it to your dashboard within 3 business days.
    </Tip>
  </Step>

  <Step title="Craft outreach that gets replies">
    **Generate messages that stand out:** Use AI to personalize opening lines and tailor your pitch based on the investor's focus. Move beyond the sea of cold emails.

    **Follow a proven process:** For best results, follow our [recommended guide](/outreach/write-emails-that-convert) for creating high-quality messages. Our team's insights are baked right in.
  </Step>

  <Step title="Launch your campaign and scale">
    **Reach out in clicks:** With precise targeting and thoughtful messages ready, you can contact your first 5 investors in under 5 minutes.

    **Manage your pipeline:** Track conversations, schedule follow-ups, and monitor your campaign's health with built-in analytics—all from a single, clear dashboard.

    **Upgrade when you're ready:** To unlock unlimited potential and advanced features, explore our Basic and Pro plans. All details on credits and features are available on the [credits and plan](/account-support/my-credits-and-plan) page.
  </Step>
</Steps>


# Firms and People
Source: https://docs.capitalxai.com/identifying-investors/firms-and-people

Your central command center for discovering investors, qualifying fit with AI, and building strategic relationships—all in one organized workspace.

## A firm is not one entity

A firm isn't a single decision-maker; it's a collection of individuals with different roles, interests, and influence. Success comes from mapping the firm's hierarchy, identifying your champion, and engaging the **right person** with the **right message** at the **right time**.

<Warning>
  You do not want to waste weeks talking to the wrong people—those who don't focus on your stage, sector, or thesis. Every "no" from a bad fit drains your momentum and time. If you don't fix this, you'll run out of runway before you ever reach the investor who was meant to fund you.
</Warning>

## The fundraising operating system

CapitalxAI treats "Firms and People" as the central operating system for your fundraise. It's a dynamic database that helps you discover investors, qualify fit with AI, and intelligently reach out. This is where you move from a scattergun approach to a **strategic pathway**, with all the relationship intelligence and tools you need in one organized workspace.

<Frame>
  <video />
</Frame>

<Tip>
  Think of this page as your investor CRM, research desk, and outreach launcher—rolled into one.
</Tip>

***

## Navigate your investor universe

Use the toggles at the top right to tailor your view and focus on exactly what matters to you.

<CardGroup>
  <Card title="View toggle" icon="eye">
    See **All Investors** in our broad database, or filter to only your **Reviewed Investors** to focus your active pipeline.
  </Card>

  <Card title="Layout toggle" icon="layout-grid">
    Switch between a detailed **Table** view for scanning data or a **Cards** layout for a cleaner, visual overview.
  </Card>
</CardGroup>

## Find your perfect match, fast

Our search and filters let you hunt, not just browse. Narrow down by the criteria that actually matter for your raise.

<AccordionGroup>
  <Accordion title="Firm-level filters" icon="building">
    Filter by firm name, stage preference, check size, geographic focus, and recent activity to zero in on the funds most likely to invest in your round.
  </Accordion>

  <Accordion title="People-level filters" icon="user">
    Search by individual roles, past investments, specific sectors, and seniority to find the exact decision-maker who owns your space.
  </Accordion>
</AccordionGroup>

<Note>
  This means you spend time only on prospects who actually fit your profile—no more guessing, no more wasted pitches.
</Note>

***

## Unlock deep intelligence with AI

Next to each investor listing, you'll find the **Analyze with AI** button. Clicking it uses **1 credit** to generate a comprehensive, in-depth profile.

<Steps>
  <Step title="Click Analyze with AI">
    Select any investor—firm or individual—and click the **Analyze with AI** button next to their listing.
  </Step>

  <Step title="AI generates a full dossier">
    The system instantly enriches the listing with verified contact details (like direct emails and LinkedIn URLs), detailed investment history, firmographics, and recent news.
  </Step>

  <Step title="Act on the intelligence">
    A name becomes a full due diligence brief. Use it to personalize your outreach, validate fit, and prepare for your first conversation.
  </Step>
</Steps>

<Info>
  Each analysis uses 1 credit. You can always manage your credits and plan on your [Usage page](https://app.capitalxai.com/).
</Info>

***

## Customize your workspace

Click **Manage Columns** to build the table that works for you. Choose which data points to display and drag to reorder them.

<Frame>
  <video />
</Frame>

Tailor your view to show exactly what you need for quick, informed decisions:

| Column example       | Why it matters                           |
| -------------------- | ---------------------------------------- |
| **Firm name**        | Instantly identify who you're looking at |
| **Key contact**      | See the right person without digging     |
| **Last interaction** | Know where you left off at a glance      |
| **Stage fit**        | Confirm alignment before reaching out    |
| **Status**           | Track pipeline progress in real time     |

<Tip>
  Drag columns into the order that matches your workflow. Your layout is saved automatically, so it's ready every time you come back.
</Tip>

***

## Smart settings for smarter outreach

We've automated the busywork so you can focus on the conversation. Configure your links in **Settings** to streamline every touchpoint.

<CardGroup>
  <Card title="LinkedIn column" icon="linkedin">
    Tap any LinkedIn link and the URL is **copied to your clipboard** instantly—ready to paste into your browser or CRM.
  </Card>

  <Card title="Email column" icon="mail">
    Tapping an email or domain link copies it to your clipboard. This column also **auto-fills your email body and WhatsApp messages** for consistency.
  </Card>

  <Card title="Subject column" icon="text-cursor-input">
    Set a **default subject line** that automatically populates when you open an email link—one less thing to think about.
  </Card>

  <Card title="Phone click behavior" icon="phone">
    Choose to have phone numbers open directly in **WhatsApp**, ready for you to paste a prepared message.
  </Card>
</CardGroup>

***

## The investor dossier: everything in one place

Click on any investor—firm or individual—to open a detailed side panel. This is your **relationship hub**, organized into clear tabs.

<Frame>
  <video />
</Frame>

<AccordionGroup>
  <Accordion title="Investor Profile" icon="id-card">
    The overview—thesis, focus areas, and typical deal structure. Understand who they are and what they care about at a glance.
  </Accordion>

  <Accordion title="Contacts" icon="users">
    The people map. See key individuals, their roles, seniority, and how they relate to your opportunity. Identify your champion inside the firm.
  </Accordion>

  <Accordion title="Pipeline" icon="kanban">
    Track your progress. Log interactions, set next steps, and see their status in your fundraising timeline—all without leaving the panel.
  </Accordion>

  <Accordion title="Deep Research" icon="microscope">
    Access enriched data like portfolio overlaps, firm performance insights, and detailed background intelligence that gives you an edge.
  </Accordion>

  <Accordion title="Latest News" icon="newspaper">
    Stay updated. See their recent investments, blog posts, and news mentions to inform your touchpoints and keep your outreach timely.
  </Accordion>
</AccordionGroup>

<Note>
  Access to specific tabs depends on whether you've analyzed that investor or the features included in your plan.
</Note>

***

## Designed for founders, built for results

Fundraising is a relationship-driven process. This space gives you the **precision** to find the right people and the **tools** to build genuine connections. It replaces guesswork with strategy and clutter with clarity, acting as your dedicated co-pilot from the first search to the final handshake.

<CardGroup>
  <Card title="Discover" icon="search">
    Search and filter a broad investor database to surface prospects who match your stage, sector, and thesis.
  </Card>

  <Card title="Qualify" icon="brain">
    Use AI to generate deep profiles, verify contact details, and assess fit—turning names into actionable intelligence.
  </Card>

  <Card title="Engage" icon="message-circle">
    Reach out with confidence using auto-filled messages, one-click contact tools, and a relationship hub that keeps everything organized.
  </Card>
</CardGroup>

<Info>
  Ready to explore your investor universe? Head to [Firms and People](https://app.capitalxai.com/) and start building your strategic pipeline today.
</Info>


# General Filters
Source: https://docs.capitalxai.com/identifying-investors/general-filters

Find your perfect investor match, faster. Use these core filters to build a list of investors who are actively looking for a company just like yours.

## The right investor is out there — the problem is finding them

Sifting through thousands of investor profiles is a massive time sink. You're guessing who might be a fit based on a quick glance at a website or a Crunchbase page, which is like finding a needle in a haystack.

**Why it's frustrating:** This scattershot approach leads to low reply rates and wasted effort. You end up pitching investors who don't do your stage, don't understand your sector, or simply aren't writing checks right now. It feels inefficient and can dent your confidence during an already stressful process.

**What happens if it's not fixed:** You burn precious months of your runway chasing dead ends. The longer your search drags on, the more momentum you lose, and the harder it becomes to secure the funding you need to grow.

## Precision beats volume

Successful fundraisers don't just cast a wide net. They know that investor relevance isn't a guessing game — it's a data-driven matching problem. The difference isn't working harder; it's working smarter by targeting only those investors whose historical behavior, stage focus, and sector expertise align perfectly with what you offer today.

The key is to stop searching manually and start filtering intelligently, using clear signals of intent and fit.

## Filter with purpose, not guesswork

CapitalxAI turns your investor search from a chore into a strategic process. Our General Filters are built on live investment data and founder feedback, letting you slice through the noise to see only the most relevant potential partners.

<Frame>
  <video />
</Frame>

<Info>
  Think of it as your search engine for ideal investors — every filter you apply gets you closer to a warm introduction.
</Info>

### Key benefits of smart filtering

<CardGroup>
  <Card title="Save your most valuable resource: time" icon="clock">
    Automatically exclude investors who are a poor fit, so you can focus your energy on high-potential leads.
  </Card>

  <Card title="Increase your response rates" icon="message-circle-reply">
    Reach out to investors who are pre-qualified by stage, sector, and activity, making your pitch more relevant from the first line.
  </Card>

  <Card title="Build a stronger pipeline" icon="git-branch">
    Create a targeted list of investors with a clear history of leading rounds in your space, giving you confidence in every outreach.
  </Card>

  <Card title="Gain a competitive edge" icon="trophy">
    Use deep intelligence on investor tiers and fit scores to prioritize your efforts like a seasoned fundraising pro.
  </Card>
</CardGroup>

***

## Your 11-point filtering toolkit

Navigate to the **Investor Search** page. On the left, you'll find the **Filters** panel. Here is your complete toolkit to build a powerful, targeted list.

<AccordionGroup>
  <Accordion title="Investor Type" icon="landmark">
    **Why it matters:** Not all money is the same. A pre-seed startup needs a different partner than a Series A company. This helps you focus on the right type of financial partner.

    **How to use it:** Select from Venture Capital Firms, Angel Investors, Corporate VCs, and more.

    <Tip>
      We recommend starting with **VC Firms** for institutional rounds, as they have the structure and follow-on capital to support your long-term growth.
    </Tip>
  </Accordion>

  <Accordion title="Stages" icon="layers">
    **Why it matters:** Investors are stage specialists. Pitching a Series A deal to a firm that only does seed-stage investments is a fundamental mismatch that wastes everyone's time.

    **How to use it:** Select the specific stage your company is currently in (e.g., Pre-Seed, Seed, Series A). This ensures you are only viewing investors who are actively seeking opportunities at your exact point of growth.
  </Accordion>

  <Accordion title="Industries" icon="factory">
    **Why it matters:** You need investors who already speak your language and believe in your market. Sector expertise means they can evaluate you faster and provide more valuable strategic support.

    **How to use it:** Select your specific industry and sub-vertical. This immediately filters out investors who have no history or interest in your space, leaving you with experts who understand your business model.
  </Accordion>

  <Accordion title="Investment Geographies" icon="globe">
    **Why it matters:** While many investors invest globally, most have geographic patterns or mandates. This ensures you're targeting firms that are open to investing in your company's location.

    **How to use it:** Specify the countries or regions where your company operates or is headquartered. Find investors who have a proven track record of investing in those areas.
  </Accordion>

  <Accordion title="Roles (for People Search)" icon="user">
    **Why it matters:** Getting your pitch to the right person inside a firm is critical. The decision-making power and focus differ greatly between a General Partner and an Associate.

    **How to use it:** When searching for individual investor contacts, filter by roles like **General Partner**, **Partner**, or **Principal** to connect directly with key decision-makers.
  </Accordion>

  <Accordion title="Fund Size & Check Size" icon="banknote">
    **Why it matters:** An investor's capacity dictates their ability to fund you. A firm with a \$50M fund can't write a \$5M check, and a firm with a \$1B fund won't typically write a \$100K check.

    **How to use it:**

    | Filter         | Description                                                                                                         |
    | -------------- | ------------------------------------------------------------------------------------------------------------------- |
    | **Fund Size**  | Set a minimum and maximum to find firms with an appropriate fund size for your round.                               |
    | **Check Size** | Define the range of investment you are seeking. This aligns your ask with the investor's typical investment amount. |
  </Accordion>

  <Accordion title="HQ Country & State/Region" icon="map-pin">
    **Why it matters:** For logistical reasons like in-person meetings, local networks, or ecosystem focus, you may want to prioritize investors based in a specific area.

    **How to use it:** Filter by the headquarters location of the venture firm, down to the state or region level (e.g., US-CA for California, India-Tamil Nadu).
  </Accordion>

  <Accordion title="Active (Yes/No)" icon="circle-check">
    **Why it matters:** An investor's website is always "active." Their checkbook often isn't. This is the simplest way to boost your reply rates by filtering out firms in hibernation.

    **How to use it:** Set this to **Yes** to see only investors who have made at least one investment in the recent past, confirming they are currently deploying capital.

    <Tip>
      Always start your search with **Active** set to **Yes**. This single filter dramatically improves the quality of your results.
    </Tip>
  </Accordion>

  <Accordion title="Leads Round (Yes/No)" icon="flag">
    **Why it matters:** For a round to come together, you need anchors. This filter separates true lead investors with the conviction to set terms from followers who only invest alongside others.

    **How to use it:** Set this to **Yes** at the start of your fundraise to build a list of investors with a clear history of leading investment rounds.
  </Accordion>

  <Accordion title="Investor Tier (A/B/C)" icon="medal">
    **Why it matters:** Not all investors offer the same level of support, reputation, and founder-friendliness. This is our proprietary grading to help you prioritize quality.

    **How to use it:** Filter by **Tier A**, **B**, or **C** to prioritize top-tier firms known for being great partners, or to discover exceptional rising-star investors in lower tiers.
  </Accordion>

  <Accordion title="AI Fit Score (Strong / Weak Fit)" icon="sparkles">
    **Why it matters:** This is your ultimate summary signal. After applying your filters, our AI analyzes each investor against your profile to give you a clear, prioritized ranking.

    **How to use it:** Watch as investors are automatically tagged. Start your outreach with the **Strong Fit** list — these are your highest-probability, most-aligned potential partners.
  </Accordion>
</AccordionGroup>

***

## Start building your list today

Your next step: use these 11 core filters. In just a few clicks, you'll transform an overwhelming database into a streamlined, confident pipeline of qualified investors.


# Investors of Any Company
Source: https://docs.capitalxai.com/identifying-investors/investors-of-a-company

See exactly who's backing companies like yours—in seconds.

## The best signal is a past check

The single strongest predictor of an investor's interest isn't what's written in their thesis blog post—it's what's written on their actual checkbook.

Investors are creatures of pattern. If they've invested in a company with a similar model, customer profile, or technical approach to yours, they already have the context, conviction, and internal case studies to understand your vision. Your job isn't to convince a blank slate; it's to find the investors whose slate already has a similar sketch on it.

<Tip>
  Think of it this way: you're not selling a new idea—you're joining a pattern an investor has already bet on.
</Tip>

## Instant, pattern-based discovery

CapitalxAI's **Find Investors of a Company** tool cuts through the noise. Instead of manual database queries, you use simple language. Describe one company that acts as your proxy, and our AI agent surfaces every investor associated with it using real-time public data.

In one click, you move from a vague hunch to a validated, actionable list of investors who have already voted with their capital in your direction.

<Frame>
  <video />
</Frame>

## How it works: your 3-step workflow to find investors of any company

<Steps>
  <Step title="Click to begin">
    Inside the CapitalxAI platform, go to your **Investors** dashboard. Click the prominent **Find Investors of a Company** button. A focused search window opens, cleared for action.
  </Step>

  <Step title="Describe your proxy company">
    Think of a company that is a close parallel to yours. Type its name or a clear description into the search bar.

    Here are some examples to guide your thinking:

    <CardGroup>
      <Card title="New CRM" icon="contact">
        Try **"HubSpot"** or **"Salesforce"**
      </Card>

      <Card title="Vertical AI tool" icon="brain">
        Try **"Harvey AI for lawyers"** or **"Procore"**
      </Card>

      <Card title="DTC brand" icon="shopping-bag">
        Try **"Glossier beauty brand"** or **"Allbirds shoes"**
      </Card>

      <Card title="Dev infrastructure" icon="server">
        Try **"Vercel hosting"** or **"Snowflake data cloud"**
      </Card>
    </CardGroup>
  </Step>

  <Step title="Get your real-time investor map ">
    Our system instantly pulls from live sources—SEC filings, news releases, and funding databases—to compile a complete list of every venture firm, angel investor, and syndicate that has invested in that company.

    You'll see them ranked, with details on:

    * **Direct link** — A full profile for every investor
    * **Investment stage** — Seed, Series A, Growth, etc.
  </Step>
</Steps>

## Real-world examples: from query to qualified list

See how founders in different verticals use this tool to build precision-targeted investor lists.

| If you are building...             | Your search query                                                       | Why these investors are qualified                                                                                                |
| ---------------------------------- | ----------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| An AI notetaker for meetings       | **"Fellow\.app meeting notes"** or **"Otter.ai"**                       | Investors here understand the productivity SaaS space, user adoption in teams, and the workflow integration challenge.           |
| A B2B marketplace for services     | **"Catalant expert network"** or **"Upwork freelancers"**               | This list reveals investors with deep knowledge of two-sided networks, trust & safety systems, and service monetization.         |
| Climate tech for buildings         | **"Watershed climate reporting"** or **"BlocPower building retrofits"** | These backers have conviction in decarbonization, navigating utility regulations, and enterprise sales into physical industries. |
| A new financial infrastructure API | **"Plaid bank connections"** or **"Stripe payments"**                   | You'll find investors who grasp regulated tech, developer-first GTM, and the monumental task of building financial rails.        |

## What you can do next

This list is your foundation. Within the platform, you can take immediate action.

<CardGroup>
  <Card title="Deep dive" icon="scan-search">
    Click any investor to see their full portfolio, recent investments, and the specific partner who likely oversees your space.
  </Card>

  <Card title="Save & segment" icon="bookmark">
    Add these investors to a new list like **"Series A Prospects"** or **"Seed Lead Targets"** to stay organized.
  </Card>

  <Card title="Launch outreach" icon="send">
    Use our integrated tools to craft a personalized email that references their investment in your proxy company, creating immediate, relevant context.
  </Card>
</CardGroup>

***

## Stop hunting. Start knowing.

This tool transforms fundraising research from a speculative scavenger hunt into a strategic, evidence-based process. You're not just finding names; you're uncovering proven financial relationships.

In under a minute, you can answer the most important question: **"Who has already bet on a future that looks like mine?"**

<Info>
  Ready to see your future investors? Head to your [Investors dashboard](https://app.capitalxai.com/) and try it now.
</Info>


# Newly Funded Companies
Source: https://docs.capitalxai.com/identifying-investors/newly-funded-companies

Keep a pulse on fresh funding rounds to discover active, relevant investors for your company.

## Your live feed of investor activity

The real opportunity isn't just knowing that a company raised—it's understanding the story behind the check. Which investors are doubling down on your space? Who's leading rounds versus following? Who just had a win and might be ready to deploy more capital?

<Tip>
  Top founders don't just track funding announcements—they reverse-engineer them to build a targeted, timely investor list. Activity is the best signal of intent.
</Tip>

CapitalxAI turns funding news into your **actionable investor pipeline**. We monitor and structure every recent deal into a clear snapshot: company details, funding amount, investors involved, and the date. This isn't just a list—it's your starting line.

With one click, you can take any set of investors from a recent round and begin analyzing fit, tracking patterns, and initiating outreach—all inside the same workflow where you manage your fundraise.

<Frame>
  <video />
</Frame>

## How it works

<Steps>
  <Step title="Browse the latest raises">
    View the latest funding rounds in a clean, structured table—see the **company name**, what they do, **funding amount**, and the **investors who participated**.
  </Step>

  <Step title="Spot trends at a glance">
    Notice which firms are active, what sectors are heating up, and how much capital is being deployed. Patterns emerge fast when data is organized.
  </Step>

  <Step title="Search these investors">
    Click **"Search These Investors"** to immediately load those investors into your **AI Qualification Engine**. Analyze their focus, past investments, and relevance to your startup.
  </Step>

  <Step title="Build lists and start engaging">
    Add qualified investors to your pipeline, view relationship pathways, and craft tailored outreach using investor insights.
  </Step>
</Steps>

## Why it's a game-changer

<CardGroup>
  <Card title="Move at the speed of funding" icon="bolt">
    Catch investors while they're in deployment mode—fresh capital means active deal-making.
  </Card>

  <Card title="Target with precision" icon="crosshair">
    Focus on investors who've already voted with their wallet in your category.
  </Card>

  <Card title="Save weeks of research" icon="clock">
    No more spreadsheets, news alerts, and dead-end searches. Everything is structured and ready to act on.
  </Card>

  <Card title="Act on fresh signals" icon="signal">
    Use real-time data to start conversations that matter—timing is everything in fundraising.
  </Card>
</CardGroup>

<Note>
  Stay founder-focused—everything ties back to your pipeline, your analytics, and your fundraising progress.
</Note>

***

## Turn recent deals into your next investor conversations

Every funding announcement is an opportunity hiding in plain sight. With CapitalxAI, you stop scrolling through headlines and start building a pipeline powered by **live market activity**.

<Info>
  Ready to explore the latest rounds? Head to your [Investors dashboard](https://app.capitalxai.com/) and start discovering active investors now.
</Info>


# Recommended Process
Source: https://docs.capitalxai.com/identifying-investors/recommended-process

A guided, founder-friendly system to find, qualify, and connect with your ideal investors.

## You're wasting time on the wrong people

Finding investors is hard, but finding the right person at a firm is even harder. You finally identify a great-fit fund, only to spend hours scouring LinkedIn and cobbling together email guesses. You're left with unverified contacts, outdated info, and the sinking feeling you're pitching the wrong partner. It's frustrating and inefficient.

Even worse, sending your pitch to the wrong associate or a generic info@ email can kill your momentum before you even start. If this isn't fixed, you burn precious weeks of your fundraise on manual research and dead-end outreach instead of building real relationships.

## Fundraising is about people, not just firms

A firm might be a perfect fit on paper, but you need the right champion inside. Investors specialize. One partner focuses on deep tech, another on SaaS. Emailing the general inbox or a partner in the wrong sector means your story lands with a thud.

Success doesn't come from just finding a firm's name — it comes from connecting with the individual who has the mandate, the context, and the passion for what you're building.

## Precision targeting for people and firms

CapitalxAI solves both layers of the puzzle. We help you identify the strongest-fit firms **and** connect you directly to the right decision-makers. We provide verified email addresses and LinkedIn profiles, so you stop guessing and start engaging with confidence.

No more managing a dozen spreadsheets or wondering if your research is current.

## How to find your strongest prospects

### Follow the pattern

The fastest path to an investor who "gets it" is to find those who already have. Look for investors in companies that share your core business model or customer dynamics, not just your exact industry.

Here's what that looks like in practice:

| If you are building...             | Look for investors in...                                            | Why it works                                                                                           | Real world example                                                                               |
| ---------------------------------- | ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ |
| Vertical SaaS for Architects       | Vertical SaaS for contractors, restaurants, or law firms.           | These investors understand niche workflows, sales cycles, and the value of industry-specific software. | An investor who backed Toast (restaurants) would deeply understand Procore (construction).       |
| A DTC Brand in a new category      | Other DTC brands in apparel, home goods, or skincare.               | They grasp direct customer acquisition, unit economics, and building a community-led business.         | A partner who invested in Glossier would have context for a new brand in wellness supplements.   |
| A DevTool for cloud infrastructure | Other infrastructure, data, or API-first companies.                 | They appreciate technical complexity, developer adoption, and platform scalability.                    | A firm that invested in MongoDB or Twilio would get the motion for a new database tool.          |
| An AI application for healthcare   | Other applied AI in regulated industries like fintech or legaltech. | They have experience with compliance, data privacy, and commercializing AI solutions.                  | An investor in Upstart (AI lending) would understand the risk models for an AI diagnostics tool. |

<Tip>
  Use our [Find Investors of a Company](/identifying-investors/investors-of-a-company) tool to instantly pull this data.
</Tip>

### Define your non-negotiables

Before building your list, lock in your criteria. This turns a sea of names into a targeted shortlist. Use filters like:

* **Stage:** Pre-seed, Seed, Series A
* **Check Size:** \$500K, \$1M, \$5M+
* **Role:** Must be a Partner or Lead Investor
* **Sector Focus:** Must list "AI" or "Healthcare" in thesis
* **Geography:** Invests in your region or is remote-friendly
* **Lead Interest:** Historically leads rounds (critical for larger raises)

### Connect with the right person

Finding the firm is step one. CapitalxAI takes you to step two: identifying the specific partner or principal who owns your space. We show you their verified contact details and LinkedIn, so your outreach is personal, direct, and lands in the right inbox.

For example, let's say our system identifies **Bessemer Venture Partners** as a strong fit for your enterprise SaaS company. Instead of you guessing, we show you that **Mary D'Onofrio** focuses on growth-stage SaaS and B2B software, and we provide her verified contact information. For a climate tech startup, we'd point you to **Andrew K. Sohn** at **Lowercarbon Capital**, the partner specifically driving investments in carbon removal technologies.

### Spot the active players and new entrants

Leverage insights to see who's actively writing checks in your sector and who's just starting to explore it. Active investors are in buy mode. New entrants are often hungrier and can make faster decisions.

## Key benefits of this process

<CardGroup>
  <Card title="Talk to the decision-maker" icon="user-check">
    Stop wasting time on junior associates or generic inboxes.
  </Card>

  <Card title="Guaranteed accuracy" icon="badge-check">
    Use verified emails and profiles — no more bounce-backs or dead ends.
  </Card>

  <Card title="Eliminate spreadsheet chaos" icon="layout-grid">
    Manage your entire pipeline and research in one platform, not across scattered tools.
  </Card>

  <Card title="Increase your response rate" icon="message-circle-reply">
    Personalized, well-targeted outreach to the right person gets replies.
  </Card>

  <Card title="Move faster" icon="zap">
    Cut weeks of manual research out of your fundraise timeline.
  </Card>

  <Card title="Stay ahead of the competition" icon="trophy">
    Leverage real-time data to reach investors before other founders in your space do.
  </Card>
</CardGroup>

***

## Stop searching. Start connecting.

This is the modern way to fundraise. It's systematic, people-centric, and designed to get you from list to meeting in record time. Let's find your champions.


# Via Portfolio Founders
Source: https://docs.capitalxai.com/outreach/access-via-portfolio-founders

Find and connect with the right portfolio founders to open doors to your target investors.

## The shortcut other founders use

The most successful fundraisers don't just ask for intros—they build a **strategic path**. They realize that not all portfolio founders are equal. A recent founder has a hotter connection than one from a decade ago. An introduction from a founder who had a big exit carries more weight. The key isn't more outreach; it's **smarter, more targeted outreach** based on who you already know and who is most likely to advocate for you.

<Tip>
  Think of portfolio founders as a layered network. The closer and more recent the relationship, the warmer the intro. Your job is to find the highest-signal connections, not the most connections.
</Tip>

## Your targeted outreach engine

CapitalxAI turns that scattered search into a streamlined workflow. Our platform automatically maps every investor's portfolio and shows you a curated list of key founders from their most notable companies. Instead of guessing where to start, you get an immediate, prioritized shortlist of relevant contacts to research and approach.

<Frame>
  <video />
</Frame>

## How you unlock warm intros

Here's how you use it to build your perfect pathway:

<Steps>
  <Step title="Discover the right founders to target">
    Navigate to an investor's profile and open the **Notable Investments** and **Founder-Investor Intro Paths** sections. Here, you'll see a curated list of their portfolio companies and key founders.

    Click the **"Search Portfolio Founders"** button. CapitalxAI generates a targeted list of founders from companies that are recent, successful, or relevant to your stage and sector. You immediately have a qualified starting point.
  </Step>

  <Step title="Research and personalize with intelligence">
    This is where you turn a list into a strategy. For each founder on the list, use the provided context—like their company's sector, the stage they raised at, and how long ago the investment was—to guide your research.

    Open their LinkedIn profile. Look for common ground:

    * Did you attend the same university?
    * Work in a similar industry?
    * Live in the same city?

    <Warning>
      This isn't about blasting templates. It's about finding a genuine point of connection for a personalized approach.
    </Warning>
  </Step>

  <Step title="Connect with a compelling reason">
    With your research done, craft a message that leads with your shared common ground or a specific, credible reason for reaching out. The goal is to **start a conversation**, not ask for an intro in your first message. A genuine exchange often leads to a stronger, more credible introduction to the investor.
  </Step>
</Steps>

## How to approach portfolio founders: a tactical guide

Once you've identified the right founders using CapitalxAI, your approach is everything. The goal is to be **compelling, not transactional**. Remember the industry standard: a **double opt-in introduction**, where both the connector and the investor agree before an intro is made. As <a href="https://avc.com/2009/11/the-double-optin-introduction/">Fred Wilson</a>, <a href="https://feld.com/archives/2020/07/how-to-write-an-email-intro-request/">Brad Feld</a>, and <a href="https://www.alexiskold.net/2015/01/03/how-to-ask-me-and-others-for-an-intro/">Alex Iskold</a> have all written, this respectful process is now the norm. Your job is to make it easy and low-risk for a founder to say "yes" to helping you.

<Tabs>
  <Tab title="Direct Personal Connection">
    ### Lead with your shared bond

    During your research, you might discover you both went to Stanford, worked at Google, or are part of the same professional community. In this case, you can often be more direct, leading with that connection.

    <Note title="Example Request — Alumni Connection">
      **Subject:** Fellow \[University] alum — quick question

      Hi \[Founder Name],

      I noticed we're both \[University] alums while researching \[Investor Name] for our upcoming fundraise. I've admired what you've built with \[Their Company].

      We're building \[Your Company] in the \[your sector] space and are beginning our Seed round. Given your positive experience, I was hoping I could ask for 15 minutes to hear your perspective on \[Investor Name] and what they value in a partnership.

      Would you be open to a brief call next week?

      Best,<br />
      \[Your Name]
    </Note>

    <Tip>
      A shared personal connection immediately raises your response rate. Be genuine and specific—mention the exact thing you have in common.
    </Tip>
  </Tab>

  <Tab title="Cold Outreach with Common Ground">
    ### The core skill: earn a conversation

    More often, you won't have a direct link. Your mission is to build enough relevance to earn a short conversation—**not** ask for an intro in the first message.

    #### Step 1: Qualify your reason

    Before you write, read about their company to choose who to contact and frame your reason. Prioritize:

    <AccordionGroup>
      <Accordion title="Recent Founders" icon="clock">
        They raised in the last **18–24 months**. Their relationship with the investor is active and fresh. This recency makes them your strongest candidates for a relevant intro.
      </Accordion>

      <Accordion title="Sector Relevance" icon="layers">
        Their company operates in a space **adjacent or similar** to yours. A shared market context means they can credibly vouch for the opportunity you're building.
      </Accordion>

      <Accordion title="Stage Relevance" icon="milestone">
        They raised from the investor at a **similar stage** (e.g., Seed). They understand the specific dynamics and expectations the investor has at your fundraising stage.
      </Accordion>
    </AccordionGroup>

    #### Step 2: Craft a concise, respectful cold message

    Your first message should request a brief call to learn from their specific experience. This frames you as a **peer seeking advice**, which is far more effective than a transactional ask.

    <Note title="Example Request — Sector Common Ground (FinTech)">
      **Subject:** Question from a fellow fintech founder

      Hi \[Founder Name],

      I was researching \[Investor Name]'s portfolio and came across \[Their Company Name]. What you've built in the \[specific niche, e.g., "embedded payments"] space is impressive.

      We're building \[Your Company], a \[your solution] for \[your market]. As we prepare our Seed round, \[Investor Name] is a top target given their deep focus on fintech.

      I would genuinely value 15 minutes to hear about your experience working with them—what made the partnership effective from a founder's perspective.

      Would you be open to a quick call?

      Thanks for your time,<br />
      \[Your Name]
    </Note>

    <Note title="Example Request — Stage & Process Common Ground">
      **Subject:** Learning from your Seed round experience

      Hi \[Founder Name],

      Congrats on your Seed round with \[Investor Name].

      We're also at the Seed stage, building \[Your Company] in \[your sector]. Before we reach out, I'm keen to learn from founders who've recently navigated a raise with them.

      Might you have 15 minutes to share one or two key insights on what they care about most during initial meetings?

      I appreciate any guidance,<br />
      \[Your Name]
    </Note>
  </Tab>
</Tabs>

## Why this works

This approach respects the **double opt-in process**. It allows the founder to vet you and your company in a low-pressure setting. If the call goes well and they believe you're a strong fit, they will often **offer to make an introduction**. You've turned a cold contact into a genuine advocate by building a relationship first.

<CardGroup>
  <Card title="Respectful, not pushy" icon="handshake">
    You're asking for advice, not a favor. This frames the interaction as peer-to-peer, lowering the barrier to a "yes."
  </Card>

  <Card title="Builds genuine trust" icon="heart">
    A real conversation lets the founder evaluate you firsthand. A resulting intro carries far more weight than a forwarded email.
  </Card>

  <Card title="Follows industry norms" icon="shield-check">
    The double opt-in process is the gold standard. Respecting it signals you understand how the ecosystem works.
  </Card>
</CardGroup>

***

## Stop guessing. Start connecting.

CapitalxAI gives you the map—portfolio founders, their context, and the signals that matter. Your job is to walk the path with authenticity and purpose.

<Info>
  Ready to find your warmest intro paths? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore portfolio founders now.
</Info>


# AI-Personalized Messages
Source: https://docs.capitalxai.com/outreach/ai-personalized-messages

Turn investor research into genuine conversations, automatically.

## You're sending generic emails

As a founder, you know you should personalize every investor outreach. But between building your product and running your company, who has the hours to deep-dive into every investor's Twitter feed, past investments, and podcast interviews? So you reuse templates, swap out a name, and hope for the best.

**It's frustrating because you know this doesn't work.** Your message gets lost in a crowded inbox because it doesn't stand out. You feel like you're shouting into the void.

<Warning>
  If you don't fix this, you'll keep getting low reply rates, waste precious fundraising time, and miss out on connecting with the right investors who would actually love what you're building.
</Warning>

## Personalization isn't about flattery — it's about fit

The problem isn't that you don't want to personalize. It's that real personalization is incredibly time-intensive. Successful fundraisers don't just mention an investor's name — they quickly find and articulate **genuine points of connection**. They focus on relevance, not just recognition.

<Tip>
  What if you could instantly know what you have in common with an investor and weave that into your outreach — not as a trick, but as a true conversation starter?
</Tip>

## Let your AI fundraising agent do the heavy lifting

With CapitalxAI, personalized outreach is built directly into your workflow. On your investor dashboard, click **Analyze with AI**. Your AI fundraising agent reviews the investor's public profile, recent activity, and firm's focus in seconds.

Then, it generates a tailored message sequence for you — complete with authentic talking points designed to increase engagement. This isn't a generic mail-merge. It's a curated starting point for a real conversation, crafted from real data.

<Frame>
  <video />
</Frame>

<Steps>
  <Step title="Click Analyze with AI on any investor">
    Select a firm or individual from your investor dashboard and click the **Analyze with AI** button next to their listing.

    <Frame>
      <video />
    </Frame>
  </Step>

  <Step title="AI researches and drafts your sequence">
    Your AI fundraising agent reviews the investor's public profile, recent social activity, portfolio companies, and stated thesis — then drafts a personalized outreach sequence in seconds.
  </Step>

  <Step title="Review, edit, and send">
    You get a complete draft built around genuine connection points. Edit every line to match your voice, then send with confidence.
  </Step>
</Steps>

***

## What you'll get

<CardGroup>
  <Card title="Save hours per investor" icon="clock">
    No more manual stalking of profiles and feeds. Get a research-backed draft in seconds instead of spending 30+ minutes per investor.
  </Card>

  <Card title="Higher response rates" icon="reply">
    Messages that resonate because they're relevant. Your outreach stands out in a crowded inbox by referencing real, specific connection points.
  </Card>

  <Card title="Focus on building relationships" icon="handshake">
    Start every conversation on the right foot. Spend less time drafting and more time in meetings with investors who actually care about what you're building.
  </Card>
</CardGroup>

***

## How your personalized message sequence comes together

When the AI finishes its analysis, you'll see a draft outreach sequence built around genuine connection points. Think of it as your assistant preparing your talking points before a big meeting.

<Steps>
  <Step title="Social media-based personalizations">
    A relevant opening line based on their recent Twitter or LinkedIn activity — showing you pay attention, not just pitch.

    <Note>
      **Example:** "I saw your thread on the future of vertical SaaS — your point on onboarding really resonated with how we think about activation."
    </Note>
  </Step>

  <Step title="Deep investor research personalizations">
    Key insights drawn from their investment thesis, portfolio, or public statements — connecting your story directly to their worldview.

    | Personalization layer | Example message                                                                                                               |
    | --------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
    | **Thesis alignment**  | "Given your focus on founder-led sales in early-stage B2B, I thought our go-to-market story would be relevant."               |
    | **Portfolio pattern** | "Your investment in \[Similar Company] highlighted the importance of \[Specific Problem], which is exactly where we started." |
  </Step>

  <Step title="Mutual interests and common ground">
    The AI surfaces shared connections and experiences that build instant rapport.

    <CardGroup>
      <Card title="Shared background" icon="graduation-cap">
        Both attended the same university or worked at the same company in the past.
      </Card>

      <Card title="Network overlap" icon="users">
        A shared connection from your network who can provide a warm introduction.
      </Card>

      <Card title="Industry alignment" icon="calendar">
        A specific niche interest, community, or industry event you both follow or attended.
      </Card>
    </CardGroup>
  </Step>
</Steps>

<Tip>
  These elements are crafted to follow our [recommended outreach process](/outreach/write-emails-that-convert), which is built to open doors and elicit replies. You can edit every line to match your voice before sending.
</Tip>

***

## Professional, integrated workflow

This works for both individual investors and firms, and integrates seamlessly into your built-in pipeline. Track opens, replies, and meeting rates directly in your analytics dashboard.

<CardGroup>
  <Card title="Works for firms and individuals" icon="building-2">
    Generate personalized sequences whether you're targeting a fund or a specific partner — the AI adapts its research and messaging accordingly.
  </Card>

  <Card title="Built into your pipeline" icon="kanban">
    Every outreach ties back to your pipeline tracker and analytics. See which messages convert and refine your approach over time.
  </Card>
</CardGroup>

It's more than a message generator. It's your system for **scalable, authentic investor communication** — so you can spend less time drafting and more time building relationships that matter.

***

## Stop sending cold emails. Start sending smart ones.

Your first AI-personalized sequence is waiting on your investor dashboard.

<Info>
  Ready to turn investor research into real conversations? Head to your [Investor Dashboard](https://app.capitalxai.com/) and click **Analyze with AI** on any investor to get started.
</Info>


# Existing Investors
Source: https://docs.capitalxai.com/outreach/existing-investors

Turn your biggest supporters into your most powerful fundraising allies.

## A shift in perspective

The issue isn't that your investors are unwilling to help. It's that **"help" is undefined**. Successful founders don't just ask for help; they guide it. They transform a broad ask into a specific, easy-to-execute request by doing the homework first. The difference lies in moving from saying *"Can you introduce me to investors?"* to presenting a clear, researched pathway and saying, *"Here's exactly how you can help us most effectively."*

<Tip>
  The best asks are the easiest to say yes to. When you do the research upfront, your investors can act immediately instead of guessing how to help.
</Tip>

## How CapitalxAI streamlines the ask

CapitalxAI transforms your investor relationships into a **structured growth engine**. Our platform provides the intelligence and tools to collaborate with your cap table strategically. You move from hopeful requests to targeted co-piloting, ensuring every ask is relevant, respectful of their time, and maximally effective for your round.

<CardGroup>
  <Card title="Data-Driven Ask Prioritization" icon="chart-no-axes-combined">
    Confidently identify and request introductions to the investors where your backers have the **strongest, most relevant connections**.
  </Card>

  <Card title="Clarity in Communication" icon="message-circle-heart">
    Equip your investors with concise, compelling context to make forwarding your pitch **effortless and impactful**.
  </Card>

  <Card title="Strengthened Investor Relations" icon="shield-check">
    Build deeper trust through professional, prepared interactions that show **strategic foresight**.
  </Card>
</CardGroup>

## Featured Coinvestors: your targeted introduction engine

Stop guessing who to ask for an intro to. Our **Featured Coinvestors** tool analyzes your existing investors' networks and past investments to spotlight the new investors they are most likely to have a strong, credible connection with.

<Frame>
  <video />
</Frame>

<Steps>
  <Step title="Discover high-value connections">
    Navigate to the Featured Coinvestors section for any investor on your cap table. The platform surfaces investors who have **co-invested alongside your backers** in past deals, ranked by relationship strength and relevance to your raise.
  </Step>

  <Step title="Deep-dive into each connection">
    Click the **Search These Investors** button within any Featured Coinvestors profile. You'll immediately access a deep-dive analysis, revealing shared portfolios, investment patterns, and relationship pathways.
  </Step>

  <Step title="Qualify with a data-backed matrix">
    This isn't just a list—it's a **qualification matrix**. You'll now know precisely which specific investor you can ask for an intro to, backed by data that makes your request intelligent and specific.
  </Step>

  <Step title="Make the ask with confidence">
    Armed with concrete data, approach your existing investor with a targeted request: *"I noticed \[Target Investor] co-invested with you in \[Company]. Would you be open to making an introduction?"*
  </Step>
</Steps>

<Note>
  Featured Coinvestors data is continuously refreshed. Every time you explore a profile, you're seeing the latest network intelligence—not a stale snapshot from months ago.
</Note>

## The difference between a vague ask and a strategic one

<Tabs>
  <Tab title="Without CapitalxAI">
    ### The hopeful approach

    You send a broad message to your investor: *"Hey, do you know anyone who might be interested in our round?"*

    <Frame>
      > *"Sure, let me think about it..."*
      >
      > — **Translation: This goes to the bottom of their to-do list.**
    </Frame>

    Your investor means well but has no idea where to start. The ask is too open-ended, requires too much effort on their part, and quietly dies in their inbox.
  </Tab>

  <Tab title="With CapitalxAI">
    ### The precision approach

    You send a researched, specific message: *"I noticed that Sequoia co-invested with you in Acme Corp's Series A. Given our similar focus on developer tools, would you be comfortable introducing me to their partner who led that deal?"*

    <Frame>
      > *"Absolutely—I'll forward your deck with a note right now."*
      >
      > — **That's the power of a well-researched, specific ask.**
    </Frame>

    Your investor can act **immediately**. The ask is clear, the connection is warm, and the context makes it effortless for them to advocate on your behalf.
  </Tab>
</Tabs>

## Build momentum together

With CapitalxAI, you and your investors operate from the **same informed playbook**. You provide clear direction, they provide powerful leverage, and together, you build unstoppable momentum for your fundraise.

<AccordionGroup>
  <Accordion title="Transform supporters into strategic allies" icon="rocket">
    Your cap table isn't just a list of names—it's a **network of networks**. CapitalxAI helps you map the full potential of each relationship and activate it with precision.
  </Accordion>

  <Accordion title="Respect their time, maximize their impact" icon="clock">
    Every ask you make is backed by data. Your investors see that you've done the homework, which builds trust and makes them **more eager to help** on future requests.
  </Accordion>

  <Accordion title="Create a compounding referral engine" icon="repeat">
    Each successful introduction strengthens the relationship and opens doors to even more connections. One strategic ask can cascade into **multiple warm introductions** across your investor's entire network.
  </Accordion>
</AccordionGroup>

***

## Stop asking for help. Start co-piloting your raise.

Transform your supporter network into a precision-guided advantage. With the right data, every investor on your cap table becomes a **force multiplier** for your fundraise.

<Info>
  Ready to activate your cap table? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore Featured Coinvestors to start making strategic, data-backed asks today.
</Info>


# Message Templates
Source: https://docs.capitalxai.com/outreach/message-templates

Turn great connections into great conversations with messaging that's personal, professional, and proven to get replies.

## Send messages that get noticed, without the manual grind

CapitalxAI's Message Templates give you a curated library of high-converting email and LinkedIn drafts. They're built from templates that have worked for founders like you, and they're designed to be personalized in seconds with AI.

<Tip>
  Think of it as having a top-tier fundraising coach suggesting your next line—for every stage of the conversation, from the first cold email to the follow-up after a meeting.
</Tip>

These aren't just static documents. They integrate directly with your investor intelligence. Use dynamic placeholders to auto-fill names, firm details, or specific references (like a recent tweet) to make each message feel one-of-one—even though you sent it at scale.

***

## How to use Message Templates

Think of this as your command center for all outbound communication. Here's how it works.

### Generate with AI

Click **Generate with AI** and tell the system what you need—like "a warm follow-up email after a conference." It will draft a professional template for you, inspired by high-response messages from our community. You can then edit it to fit your voice.

<Frame>
  <video />
</Frame>

### Create a new template

Press the **Create Template** button to build your own from scratch.

<Frame>
  <video />
</Frame>

<Steps>
  <Step title="Choose your channel">
    Select **Email**, **LinkedIn**, **Direct Message**, or **Instagram**. This helps you organize and send the right message on the right platform.
  </Step>

  <Step title="Add a title">
    Name it for easy finding later, like "Series A First Touch – Climate Tech."
  </Step>

  <Step title="Craft your template">
    Write your message body. This is where the magic happens—use placeholders to auto-fill personal details that make every message feel handwritten.
  </Step>

  <Step title="Save or discard">
    Click **Create** when you're done, or **Cancel** to discard. Build your library once, and deploy flawless, personalized outreach every time.
  </Step>
</Steps>

***

## Crafting your template with placeholders

Use dynamic placeholders to auto-fill personal details. When you send the message, these placeholders are replaced with real data from the investor's profile.

### Example template

```text Subject: Connecting on ${twitter_line} theme={null}
Hi ${cleaned_name},

${twitter_line} I just read your tweet about sustainable aviation fuel
and it resonated strongly with our work at [Your Company].

${line1} I saw Accel's recent investment in GreenFlyte, which is
why I'm reaching out.

${line2} I believe your experience in climate tech could greatly
benefit us as we pioneer a new approach to fuel certification.

${additional_line} I particularly admired your post last month about
scalable verification—it's exactly the challenge we're solving.

Would you be open to a brief chat next week? I'm free on
${followUpRelativeDay} or ${followUpDateOnly}.

Best,
[Your Name]
```

### How placeholders work

Simply insert these curly-bracket variables into your template. When you go to send, CapitalxAI populates them seamlessly, making each message feel personally crafted.

| Placeholder              | What it does                                                                                                   | Example output                                   |
| ------------------------ | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------ |
| `${cleaned_name}`        | Inserts the firm name or the individual's first name, based on best practices.                                 | "Accel" or "John"                                |
| `${twitter_line}`        | Pulls in a relevant tweet or topic from the investor's profile to create an instant, genuine connection point. | "I saw your thread on vertical SaaS…"            |
| `${line1}`               | A research-backed opening line referencing a recent investment or thesis point.                                | "I saw Accel's recent investment in GreenFlyte…" |
| `${line2}`               | A personalized line connecting your company to the investor's focus area.                                      | "Your experience in climate tech…"               |
| `${additional_line}`     | An optional placeholder to add a personal touch or observation for additional message customization.           | "I visited your office in May…"                  |
| `${followUpRelativeDay}` | Auto-calculates a suggested meeting day, intelligently skipping weekends and holidays.                         | "this Tuesday"                                   |
| `${followUpDateOnly}`    | Auto-calculates and inserts a specific date for the follow-up.                                                 | "February 12"                                    |

<Note>
  Date placeholders are calculated at send time, so your suggested meeting dates are always current and relevant—no manual calendar checking required.
</Note>

***

## Why you'll love it

<CardGroup>
  <Card title="Launch proven sequences fast" icon="rocket">
    Start with templates modeled on successful outreach, so you know the structure and tone are right from day one.
  </Card>

  <Card title="Personalize at scale" icon="user-check">
    Use smart placeholders to insert relevant details automatically, showing investors you've done your homework.
  </Card>

  <Card title="Stay organized across channels" icon="layout-grid">
    Manage templates for Email, LinkedIn, and more in one place, keeping your communication consistent.
  </Card>

  <Card title="Iterate on what works" icon="repeat">
    Duplicate and tweak your best-performing templates to continuously improve your response rate.
  </Card>

  <Card title="Save your mental energy" icon="brain">
    Free up hours each week from drafting, so you can focus on the conversations that matter most.
  </Card>

  <Card title="Generate with AI" icon="sparkles">
    Describe what you need in plain English and get a professional, ready-to-edit draft in seconds.
  </Card>
</CardGroup>

***

## Build your library once, personalize forever

Your outreach templates are waiting in your dashboard. Start with a proven template, customize it with smart placeholders, and send messages that feel handwritten—at scale.

<Info>
  Head to your [CapitalxAI Dashboard](https://app.capitalxai.com/) and start building your message template library today.
</Info>


# Submission Links
Source: https://docs.capitalxai.com/outreach/submission-links

Find and use investor submission links for direct applications.

## The scavenger hunt problem

As a founder, you know the best investors often have application forms on their websites. Finding those links feels like a digital scavenger hunt. You waste hours digging through blog posts, old tweets, and portfolio sites, only to wonder if the link is even current. It's frustrating because it steals time from what you should be doing: actually **building your business** and **crafting your pitch**. Ignore these direct channels, and you're missing out on critical, structured opportunities to get in front of the right people.

<Warning>
  Direct application portals are often time-sensitive. A stale link or a missed deadline means a lost opportunity—and you may not even know it happened.
</Warning>

## Your direct application hub

That's why we built **Submission Links**. Think of it as your centralized, always-updated directory for investor application forms. Our system continuously scans for these direct submission portals, verifies them, and places them right in your dashboard. It turns a days-long search into a **one-click action**, ensuring you never miss a formal application opportunity.

<Frame>
  <video />
</Frame>

<Tip>
  The best fundraising strategies combine warm intros with direct applications. Submission Links ensures the direct channel is always covered, so you can focus your energy on building relationships.
</Tip>

## How this helps you win

<Steps>
  <Step title="Stop searching, start applying">
    We handle the discovery. Your curated list of active, verified submission links is waiting for you—organized and ready to go. No more digging through outdated blog posts or buried website pages.
  </Step>

  <Step title="Qualify with context">
    Each link is paired with our deep investor intelligence. See their focus, recent investments, and key contacts **before** you even click "apply", so you can prioritize your best fits.
  </Step>

  <Step title="Access the direct application">
    Click through to the investor's verified submission portal directly from your dashboard. One click, zero guesswork.
  </Step>
</Steps>

***

## Why Submission Links changes the game

<CardGroup>
  <Card title="Streamline your workflow" icon="workflow">
    Move seamlessly from discovering an investor, to reviewing their fit with AI, to accessing their direct application—all in one cohesive workflow. It's fundraising, unified.
  </Card>

  <Card title="Never miss a window" icon="clock">
    With links verified and monitored, you can be confident you're applying through the right channel at the right time. No more guessing if an application portal is still open.
  </Card>

  <Card title="Qualify before you apply" icon="list-filter">
    Don't waste time on applications that aren't a fit. Pair every submission link with AI-driven investor intelligence to prioritize the opportunities that matter most.
  </Card>

  <Card title="Apply with confidence" icon="shield-check">
    Every link is verified and monitored, so you know you're submitting through the right channel. No broken forms, no dead ends.
  </Card>
</CardGroup>

***

## Replace the scavenger hunt with a smart system

Ready to stop searching and start applying? Your centralized directory of verified investor submission links is waiting in your dashboard.

<Info>
  Head to your [CapitalxAI Dashboard](https://app.capitalxai.com/) and explore Submission Links now.
</Info>


# Verified Emails & LinkedIn
Source: https://docs.capitalxai.com/outreach/verified-emails-and-linkedin

Stop guessing and start connecting. Access accurate, verified contact information for every investor you need to reach.

## Finding investors is easy. Reaching them is the hard part.

Finding investors is one thing. Finding how to actually reach them is a whole other, frustrating job. This isn't fundraising—it's digital detective work.

You bounce between LinkedIn, company websites, and search results, trying to piece together clues. You guess email formats (is it `first.last@firm.com` or `f.last@firm.com`?), copy-paste names, and hope for the best. For five contacts, maybe that works. But for 50? Or 500? The process falls apart completely.

<Warning>
  Professionals spend an average of **40% of their fundraising time** just hunting for contact information. That's time you could spend refining your pitch, running your company, or having actual conversations with investors.
</Warning>

## Why guessed data actively hurts your fundraise

The damage goes far beyond wasted time. Bad contact data creates a chain reaction that undermines your entire outreach strategy.

<CardGroup>
  <Card title="Emails bounce" icon="circle-x">
    Guessed email addresses have a **30–50% bounce rate**. That's like throwing half your outreach effort straight into the trash.
  </Card>

  <Card title="Domain reputation tanks" icon="shield-alert">
    Every bounce signals email servers that you have bad data. Gmail and Outlook start routing your emails—including crucial follow-ups and term sheet correspondence—to **spam**.
  </Card>

  <Card title="Tool costs pile up" icon="credit-card">
    LinkedIn Sales Navigator, email enrichment tools, verification services—you end up managing **multiple subscriptions** for a piecemeal process that still might give you bad data.
  </Card>
</CardGroup>

<Note>
  Your sender reputation works like a credit score. Every bounced email and dead inbox lowers it. You're not just failing to connect today—you're sabotaging your ability to connect tomorrow.
</Note>

## The real bottleneck is in your browser tabs

Between spreadsheets, browser tabs, and half-written scripts, your outreach stalls before it even begins. The worst part? The perfect investor might be sitting in your list, but with outdated or unverified info, you'll never reach them. You're not building momentum—you're managing chaos.

**The problem isn't a lack of data—it's a lack of reliable data.** Successful fundraisers don't just send more emails; they send smarter emails. They know that a verified, direct line to a decision-maker is infinitely more valuable than a hundred generic leads. The difference isn't volume—it's **precision and trust** in your data.

## Your direct line to decision-makers

CapitalxAI solves this with **Verified Emails & LinkedIn Profiles**. We provide a complete, accurate, and up-to-date contact package for every investor on our platform, so you can spend your time pitching, not searching.

<Frame>
  <video />
</Frame>

<Steps>
  <Step title="Every firm gets a verified web presence">
    We guarantee a direct link to every firm's **official website**, so you always have a reliable starting point for your research.
  </Step>

  <Step title="Every investor gets verified contact details">
    For every individual investor, we guarantee their correct **LinkedIn profile** and a **verified professional email address**. We often include their Twitter profile too, for richer context.
  </Step>

  <Step title="Our human backup fills the gaps">
    If our system can't find a verified email, our **dedicated manual research team** finds it for you—ensuring your list is complete, with no gaps.
  </Step>

  <Step title="Custom lists built on demand">
    Raising debt, targeting hedge funds, or have a unique vertical? **Request a custom investor dataset.** Our team will build it, verify all contacts, and deliver it to your dashboard within **3 business days**.
  </Step>
</Steps>

<Tip>
  Custom lists are ideal for founders targeting non-traditional capital sources—family offices, strategic corporates, or niche sector funds that standard VC databases miss entirely.
</Tip>

## How this transforms your fundraise

<AccordionGroup>
  <Accordion title="Launch campaigns with confidence" icon="rocket">
    Move from "I hope this email is right" to "I know this will land." Start every outreach sequence knowing your data is accurate, **protecting your domain reputation from the start**.
  </Accordion>

  <Accordion title="Save dozens of hours every week" icon="clock">
    Reclaim the **15–20 hours per week** you'd spend on manual research and verification. That's time you can now pour back into refining your pitch, running your company, or taking actual investor meetings.
  </Accordion>

  <Accordion title="Build a protected sender reputation" icon="shield-check">
    Our verification includes **bounce detection**, so you avoid sending to invalid addresses. This safeguards your email authority, ensuring your important updates always have the best chance of being seen—not buried in spam.

    <Tip>
      A healthy sender reputation means your follow-up emails, data room invites, and term sheet correspondence all land in the primary inbox where they belong.
    </Tip>
  </Accordion>

  <Accordion title="Access uncommon networks" icon="globe">
    With our custom list service, you're not limited to standard VC databases. We help you build and verify contact lists for **any investor type**, opening doors to non-traditional capital sources you wouldn't find elsewhere.
  </Accordion>

  <Accordion title="Connect on a human level" icon="handshake">
    Having the correct LinkedIn profile right next to the email allows you to **personalize thoughtfully**. Reference their recent posts, career history, or shared connections before you even hit send—transforming a cold email into a warm introduction.
  </Accordion>
</AccordionGroup>

***

## Stop letting data headaches slow your fundraise

With CapitalxAI, you have the verified connections you need to build investor relationships **effectively and professionally**. No more guessing, no more bounced emails, no more wasted hours.

<Info>
  Ready to connect with verified investor contacts? Head to your [Investor Dashboard](https://app.capitalxai.com/) and start your outreach with confidence.
</Info>


# Write Emails That Convert
Source: https://docs.capitalxai.com/outreach/write-emails-that-convert

A founder's guide to sending cold emails that actually get read and replied to.

## Cold outreach works — if you do it right

You've probably heard that "cold fundraising doesn't work." But here's the truth — it does work, but only if you do it right. The difference between a founder who fills their calendar with investor meetings and one who hears nothing but crickets isn't luck. It's process.

At CapitalxAI, we've helped founders just like you turn cold outreach into a reliable channel for raising capital. This isn't about spamming hundreds of investors. It's about sending the right message, to the right person, at the right time.

<Tip>
  Warm introductions are great, but they only scale so far. Cold emails let you take control. They allow you to systematically reach every investor who is a perfect fit for your business — not just the ones in your immediate network. When done with precision and care, a cold email doesn't feel cold at all — it feels relevant, timely, and worthy of a reply.
</Tip>

## Your blueprint for cold outreach success

Think of this as your playbook. We break it down into four key phases. CapitalxAI is built to guide you through each one.

<CardGroup>
  <Card title="Strategy" icon="compass">
    Build your foundation with precision targeting.
  </Card>

  <Card title="Preparation" icon="pen-line">
    Craft messages that earn a reply.
  </Card>

  <Card title="Execution" icon="send">
    Send at the right time with the right tools.
  </Card>

  <Card title="Follow-up" icon="message-circle-reply">
    Deepen the connection with context.
  </Card>
</CardGroup>

***

## Phase 1: Build your foundation

Before you write a single word, you need a plan. Spray-and-pray is the fastest way to fail.

### Target with intelligence

Use CapitalxAI to move beyond basic filters. Our platform helps you discover investors not just by stage or sector, but by their actual thesis, past investment patterns, and even recent activity. This means you're already starting with a qualified list.

| Targeting layer     | What to look for                                    | How CapitalxAI helps                                                                                   |
| ------------------- | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| **Thesis fit**      | Investors whose stated focus aligns with your space | AI-powered thesis matching and qualification                                                           |
| **Past patterns**   | Funds that have backed companies like yours         | [Find investors of a company](/identifying-investors/investors-of-a-company) tool pulls this instantly |
| **Recent activity** | Investors actively writing checks right now         | Real-time data on recent investments and fund activity                                                 |
| **Decision-makers** | The specific partner who owns your space            | [Verified contacts](/outreach/verified-emails-and-linkedin) for the right person at each firm          |

### Find your signal

Why should this investor care **right now**? Is it your explosive month-over-month growth, a key hire, or a major pilot with a brand-name customer? Identify your strongest signal and lead with it. Our AI can help you highlight what matters most to your specific targets.

<Note>
  Your signal is the one thing that makes an investor stop scrolling. It's not your mission statement — it's your proof of momentum.
</Note>

***

## Phase 2: Craft your message

This is where you turn a name on a list into a potential partner. Quality beats quantity every single time.

### Write a subject line that commands attention

Think of this as your headline. It should be concise, personal, and value-driven.

| Instead of...                 | Try something like...                                                |
| ----------------------------- | -------------------------------------------------------------------- |
| "Investment Opportunity"      | "Following \[Their Portfolio Company] in the \[Your Industry] Space" |
| "Startup Looking for Funding" | "25% MoM growth in a market your portfolio knows well"               |
| "Quick Introduction"          | "\[Mutual Connection] suggested I reach out about \[Specific Topic]" |

<Tip>
  Our platform provides data-driven suggestions and templates used by top-performing founders. Check out [Message Templates](/outreach/message-templates) for proven starting points.
</Tip>

### Structure an email that gets read

Write like a human, not a robot. Keep it short, respectful of their time, and focused on them.

<Steps>
  <Step title="The Hook">
    Start with a genuine, specific connection. Mention a recent investment they made or an article they wrote. This shows you've done your homework and aren't blasting a generic template.
  </Step>

  <Step title="The Pitch">
    In two sentences, state what you do and the unique signal you have — traction, team, or technology. Be specific. Numbers speak louder than adjectives.
  </Step>

  <Step title="The Call to Action">
    Be clear and confident. **"I'd welcome 15 minutes next week to show you how we're solving this"** is far more effective than "I'd love to connect sometime." Give them a reason and a timeframe.
  </Step>
</Steps>

### Perfect your pitch deck attachment

Your email gets the deck opened; your deck gets the meeting. Ensure it's a clear, concise PDF. CapitalxAI's tools help you create pitch-deck links that you can track, so you know when an investor has viewed it.

***

## Phase 3: Execute with precision

Now it's time to send, but timing and infrastructure matter.

### Send at the right time

Data shows best practices, but our analytics can refine this for you. Generally, aim for **Tuesday through Thursday**, during business hours in the investor's timezone.

| Factor          | Best practice                                                    |
| --------------- | ---------------------------------------------------------------- |
| **Day of week** | Tuesday, Wednesday, or Thursday                                  |
| **Time of day** | 8–10 AM in the investor's local timezone                         |
| **Avoid**       | Monday mornings, Friday afternoons, weekends, and major holidays |

### Let your tools handle the logistics

Manually sending hundreds of personalized emails is a nightmare. CapitalxAI's outreach tools manage your sending schedule, handle follow-up sequences automatically, and rotate sending accounts to protect your domain's reputation — so you can focus on the message, not the mechanics.

<CardGroup>
  <Card title="AI-personalized sequences" icon="sparkles" href="/outreach/ai-personalized-messages">
    Generate research-backed, personalized outreach for every investor — in seconds.
  </Card>

  <Card title="Smart message templates" icon="file-text" href="/outreach/message-templates">
    Use proven templates with dynamic placeholders that auto-fill investor-specific details.
  </Card>
</CardGroup>

***

## Phase 4: Follow up with context, not just reminders

The first email is just the start. A disciplined follow-up process is what separates professionals from amateurs — but it's not just about sending another email. It's about building a bridge.

<Warning>
  A generic "just checking in" email is a missed opportunity. Your follow-up should deepen the connection by painting a clearer picture of why this specific investor is the right partner.
</Warning>

### Make every follow-up count

Let's say you're reaching out to a partner at a firm that led a round for a company in an adjacent space. Your follow-up could say:

```text Example follow-up theme={null}
Hi [Name],

Following up on my note about [Your Startup]. Given your deep experience
with [Portfolio Company] and their work on [Specific Challenge], I was
particularly keen to get your perspective on how we're approaching
[Your Related Solution].

Your insight into scaling in this market would be invaluable.
```

This isn't a nudge. It's an invitation to a strategic conversation, showing you've done the work to understand where they can add unique value beyond capital.

<Note>
  This kind of contextual follow-up is powered by the `${line2}` variables in [Message Templates](/outreach/message-templates). The AI pulls in investor-specific details so every follow-up feels thoughtful and personal.
</Note>

***

## Why this process works on CapitalxAI

We built this platform because, as founders ourselves, we felt the pain. Cold outreach isn't magic. It's a measurable, repeatable process that combines human insight with intelligent tools.

<CardGroup>
  <Card title="Discover the right investors" icon="search">
    AI-powered targeting finds investors who are a genuine fit for your business — by thesis, patterns, and activity.
  </Card>

  <Card title="Craft hyper-relevant pitches" icon="pen-tool">
    Personalized messages built from real investor data, not guesswork.
  </Card>

  <Card title="Send effectively at scale" icon="send">
    Automated sequences, smart scheduling, and domain protection keep your outreach professional.
  </Card>

  <Card title="Manage every conversation" icon="kanban">
    Track opens, replies, and pipeline progress in one integrated dashboard.
  </Card>

  <Card title="Protect your reputation" icon="shield">
    Sending rotation and verified contacts ensure your emails land in the inbox, not spam.
  </Card>

  <Card title="Focus on what matters" icon="target">
    Spend less time on logistics and more time telling your story and closing your round.
  </Card>
</CardGroup>

***

## Ready to transform cold outreach into a strategy?

Your first high-quality investor list is waiting. CapitalxAI ties it all together — from discovering the perfect investor and crafting a hyper-relevant pitch, to sending it effectively and managing the resulting conversations — all within a single, secure platform.

<Info>
  Head to your [CapitalxAI Dashboard](https://app.capitalxai.com/) and start building your outreach strategy today.
</Info>


# Analytics
Source: https://docs.capitalxai.com/pipeline-development/analytics

Your fundraise in one view—pipeline health, investor fit, and activity insights that turn data into your next move.

The CapitalxAI Analytics Dashboard pulls everything together into simple, powerful visuals. It automatically maps your investor relationships, scores their potential, and shows you the live status of your entire raise. It's built to replace uncertainty with insight, so you lead every conversation from a position of strength.

<Frame>
  <video />
</Frame>

<Note>
  Your dashboard updates in real time as you interact with investors. Every action you take across the platform—qualifying, contacting, advancing—feeds directly into your analytics.
</Note>

***

## How your dashboard works

This is where you move from activity to strategy. Here's how to use your data.

<Steps>
  <Step title="Review your Fit Assessment">
    Start by understanding who in your pipeline is a **Strong Fit**. These are your highest-probability conversations and where your energy should go first.
  </Step>

  <Step title="Analyze your Pipeline Funnel">
    Check the flow of investors through each stage. Look for bottlenecks—stages where too many investors are stuck signal a need to adjust your approach.
  </Step>

  <Step title="Monitor your recent activity">
    Use the activity feed and breakdowns to ensure you're maintaining momentum. Consistent weekly action is what separates funded founders from stalled ones.
  </Step>
</Steps>

***

## Master your funnel

Your **Investor Pipeline** visualization shows the health of your fundraise. It's not just a count; it's a measure of momentum. Watch investors move from Identified to Contacted to Interested. The goal is to create steady flow.

<CardGroup>
  <Card title="Identified" icon="binoculars">
    Investors who match your criteria and have been added to your pipeline. This is the top of your funnel.
  </Card>

  <Card title="Contacted" icon="mail">
    Investors you've reached out to. Track conversion from this stage to gauge the effectiveness of your outreach.
  </Card>

  <Card title="Interested" icon="handshake">
    Investors who have responded positively or moved into active conversations. These are your warmest opportunities.
  </Card>
</CardGroup>

<Warning>
  **If too many investors are stuck in one stage, it's a clear signal to adjust your approach for that segment.** A healthy pipeline has consistent movement across all stages, not a pileup at the top.
</Warning>

***

## Quality over quantity

The **Fit Assessment** chart is your qualifier. Our AI analyzes each investor against your profile, delivering a clear breakdown of alignment across your entire pipeline.

<CardGroup>
  <Card title="Strong Fit" icon="circle-check">
    Your priority targets—these are your hottest leads with the highest probability of conversion. Focus your best outreach here.
  </Card>

  <Card title="Weak Fit" icon="circle-x">
    Helps you manage your energy. These investors are unlikely to align with your current round, so deprioritize accordingly.
  </Card>

  <Card title="Unclear Fit" icon="circle-minus">
    Worth a deeper look. Limited data makes a definitive call difficult, but there may be hidden potential worth exploring.
  </Card>
</CardGroup>

<Tip>
  This tool ensures you're having the **right conversations**, not just the most conversations. A focused pipeline of 50 Strong Fit investors outperforms a scattered list of 500 unqualified names.
</Tip>

***

## Stay on top of your action

The **Recent Activity** feed and breakdowns by **Geography**, **Stage**, and **Industry** are your insight engines. They answer the key questions that keep your raise on track.

<AccordionGroup>
  <Accordion title="Are you adding new leads weekly?" icon="calendar-plus">
    A healthy fundraise requires a consistent pipeline of fresh prospects. Your activity feed shows whether your top-of-funnel is active or stalling. Aim to add new qualified investors every week to maintain momentum.
  </Accordion>

  <Accordion title="Is your focus aligned with the right sectors?" icon="crosshair">
    The Industry breakdown reveals where your effort is concentrated. If your startup is in fintech but most of your pipeline is generalist, it's time to recalibrate and target sector-specific investors.
  </Accordion>

  <Accordion title="Are you diversified across geographies?" icon="globe">
    The Geography view helps you spot concentration risk. Broadening your geographic reach can unlock new pools of capital and reduce dependence on a single market.
  </Accordion>

  <Accordion title="Are you targeting the right investment stages?" icon="layers">
    The Stage breakdown ensures your pipeline is filled with investors who actually write checks at your stage. A seed-stage startup pitching growth-stage funds is wasting precious time.
  </Accordion>
</AccordionGroup>

<Note>
  This is how you manage your process professionally—identifying strengths and opportunities in your strategy at a glance, not buried in spreadsheets.
</Note>

***

## Your next step

Your dashboard is live. Here's your action plan for this week.

<Steps>
  <Step title="Review your Fit Assessment">
    Open your dashboard and look at the Fit Assessment breakdown. Identify your **Strong Fit** investors—these are your priority outreach targets.
  </Step>

  <Step title="Focus your next outreach block">
    Dedicate your next outreach session exclusively to Strong Fit investors. Personalize each message using the AI's reasoning for their fit score.
  </Step>

  <Step title="Check your Pipeline Funnel">
    Which stage has the **least movement**? That's your tactical priority for the week. If investors are stuck at Contacted, refine your follow-up cadence. If the top of funnel is thin, go back to identification.
  </Step>

  <Step title="Let the data guide your focus">
    Review your Geography, Industry, and Stage breakdowns. Adjust your targeting if you spot gaps or over-concentration. A balanced, data-driven pipeline is a funded pipeline.
  </Step>
</Steps>

<Info>
  Ready to put your data to work? Head to your [Analytics Dashboard](https://app.capitalxai.com/) and let the numbers guide your next move.
</Info>


# Pipeline Tracker
Source: https://docs.capitalxai.com/pipeline-development/pipeline-tracker

Stop guessing, start knowing. The Pipeline Tracker is your investor outreach CRM where fundraising becomes a clear, manageable process—not a chaotic scramble.

Stop guessing, start knowing. The Pipeline Tracker is your investor outreach CRM where fundraising becomes a clear, manageable process—not a chaotic scramble.

***

## Introducing your fundraising HQ

The Pipeline Tracker is your single source of truth. It's a visual workspace built specifically for the fundraising journey. It helps you move investors through your process with purpose, ensures no one is forgotten, and gives you back control. Unlike a generic spreadsheet, it's designed for the unique steps of securing capital.

<Frame>
  <video />
</Frame>

<Note>
  The Pipeline Tracker is purpose-built for fundraising workflows. Every feature—from stages to notes to exports—is designed around how founders actually raise capital.
</Note>

***

## How you gain the upper hand

<CardGroup>
  <Card title="See your entire raise at a glance" icon="eye">
    Instantly understand your momentum. A visual pipeline shows you how many investors are in each stage, so you know exactly where to focus your energy next.
  </Card>

  <Card title="Progress with precision" icon="crosshair">
    Move investors through tailored stages with a clear action plan for each step. Know what to do next, every time.
  </Card>

  <Card title="Never miss a follow-up" icon="bell-ring">
    Assign owners and track every note and action in one place. Context is always at your fingertips, making every conversation more informed and effective.
  </Card>

  <Card title="Organize on your terms" icon="tags">
    Create custom sets and labels to group investors by vertical, geography, or priority—so you can view and manage your pipeline exactly how you need to.
  </Card>
</CardGroup>

***

## Your tracker, your strategy

### Take immediate action

Right from an investor's card, you can **Start a Conversation** or **Apply for Funding**. One click opens our tools to send a personalized email or even a message on LinkedIn. Another click takes you directly to their application portal.

<CardGroup>
  <Card title="Start a Conversation" icon="message-circle">
    Send a personalized email or LinkedIn message directly from the investor card.
  </Card>

  <Card title="Apply for Funding" icon="rocket">
    Navigate directly to the investor's application portal with a single click. Stay in flow and spend less time searching.
  </Card>
</CardGroup>

<Info>
  We keep you in flow, so you spend less time switching apps and more time building relationships.
</Info>

***

### Your fundraising funnel

This is your core workflow. Each column is a stage, representing a key milestone in your journey with an investor. From **Identified** all the way through **Closed/Signed**, **Closed/Lost**, or even **Disappeared**, you have a complete picture of your progress.

<Steps>
  <Step title="Identified">
    Investors who match your criteria enter your pipeline here. This is the top of your funnel.
  </Step>

  <Step title="Contacted">
    You've reached out—track who you've messaged and when.
  </Step>

  <Step title="Interested">
    Investors who have responded positively or moved into active conversations.
  </Step>

  <Step title="In Due Diligence">
    Deep-dive stage where investors are evaluating your startup in detail.
  </Step>

  <Step title="Closed / Signed / Lost">
    The outcome—whether it's a signed term sheet, a pass, or a conversation that went cold.
  </Step>
</Steps>

<Tip>
  A healthy pipeline has consistent movement across all stages. If too many investors are stuck in one column, it's a signal to adjust your approach for that segment.
</Tip>

***

### Track conversations with notes

Click **Add Note** to log call summaries, investor feedback, or personal details. This builds a rich history so you or your team can pick up any conversation, fully informed. No detail gets lost in an inbox.

<AccordionGroup>
  <Accordion title="What should I log in notes?" icon="pencil">
    Log anything that adds context: call summaries, follow-up action items, investor preferences, feedback on your pitch, personal details mentioned in conversation, or timeline cues. The richer the history, the more effective your next touchpoint.
  </Accordion>

  <Accordion title="Can my team see the notes I add?" icon="users">
    Yes. Notes are shared across your team within the pipeline, so any team member can pick up a conversation fully informed—no separate Slack threads or email chains needed.
  </Accordion>
</AccordionGroup>

***

### Create custom sets for any need

Beyond the pipeline, create custom sets like **"Top-Tier Leads,"** **"Warm Intros,"** or **"Climate Tech Focus."** Label and group investors to slice your data and strategize for different outreach campaigns or reporting needs.

<CardGroup>
  <Card title="By Priority" icon="star">
    Tag investors as high, medium, or low priority to focus your outreach where it counts most.
  </Card>

  <Card title="By Vertical" icon="layers">
    Group investors by sector—fintech, healthtech, climate—to tailor your messaging and strategy.
  </Card>

  <Card title="By Geography" icon="globe">
    Segment by region to manage timezone-specific outreach or target local capital markets.
  </Card>
</CardGroup>

***

### Export your data for full control

Need to share a snapshot with your board or run deeper analysis? Export your entire pipeline—with all its notes and stages—as a clean CSV file in one click. Your data is always yours.

<Warning>
  **Your data belongs to you.** We never lock you in. Export anytime, share with your board, import into other tools, or run your own analysis.
</Warning>

***

## The bottom line

The Pipeline Tracker turns fundraising from a reactive task into a strategic operation. You're not just keeping a list—you're managing a process designed to close your round.

<Info>
  Ready to take control of your pipeline? Head to your [Pipeline Tracker](https://app.capitalxai.com/) and start managing your raise with clarity and confidence.
</Info>


# AI-Investor Qualification
Source: https://docs.capitalxai.com/qualifying-investors/ai-investor-qualification

Let our AI prioritize your investor list for you.

## A list is not a strategy

You have a spreadsheet full of investor names, but no clear plan of attack. Who do you pitch first? Who is a long shot? Figuring this out means hours of cross-referencing their thesis, portfolio, and stage focus against your own company details. This manual process is slow, subjective, and leaves you second-guessing your priorities. You risk starting with mismatched investors, which wastes your most valuable asset: **time**.

## The best investors are a multi-layer match

True fit isn't about one checkbox—it's about alignment across **multiple dimensions**. The ideal investor matches your stage, believes in your thesis, writes checks in your range, and has partners who understand your space. Our AI looks at all these layers at once, giving you a consolidated view of alignment that's impossible to see manually.

<Tip>
  Think of investor qualification like a multi-point inspection. Any single data point can mislead—but when stage, thesis, check size, and portfolio all align, you've found your highest-probability partner.
</Tip>

## An instant AI fit score with a clear reason

CapitalxAI's AI Fundraising Agent evaluates each investor in seconds. It analyzes hundreds of data points from their public presence—fund websites, portfolios, social activity, and published commentary—to act as your **AI investment analyst**. For every profile, it delivers a clear, actionable verdict.

<Frame>
  <video />
</Frame>

<Frame>
  <video />
</Frame>

<CardGroup>
  <Card title="Strong Fit" icon="circle-check">
    Multiple recent investments mirror your business model and stage, and they have publicly articulated a thesis that aligns closely with your core business.
  </Card>

  <Card title="Weak Fit" icon="circle-x">
    Their recent deal activity and stated focus suggest a strategic pivot away from your sector and stage, making alignment unlikely for this round.
  </Card>

  <Card title="Unclear Fit" icon="circle-minus">
    Limited public data makes definitive classification difficult, but a partner's prior operating experience indicates potential relevance to your market.
  </Card>
</CardGroup>

Each score is accompanied by a **concise summary**, giving you the analytical reason behind the call. This summary is your directive—start your outreach with your **Strong Fit** list. These are your highest-probability partners, pre-qualified by data.

## Your AI-powered investment analyst

The system works by connecting deep intelligence with your specific profile.

<Steps>
  <Step title="Your company profile sets the benchmark">
    Your stage, sector, business model, and traction serve as the foundation. The AI uses your profile as the standard against which every investor is measured.
  </Step>

  <Step title="Holistic investor analysis begins">
    The AI synthesizes scattered signals from across the web—Crunchbase portfolios, Medium posts, LinkedIn updates, fund websites, and news interviews—to build a complete picture of an investor's active strategy.
  </Step>

  <Step title="A reasoned verdict is delivered">
    The output is not a simple algorithm. It's a reasoned summary that distills complex, multi-source research into a single, insightful line you can act on immediately.
  </Step>
</Steps>

<Note>
  The AI doesn't just check boxes. It reads between the lines—connecting a partner's tweet about market trends to their fund's latest deployment strategy—to give you a verdict grounded in real-world context.
</Note>

## From your profile to a prioritized, cleaned list

<AccordionGroup>
  <Accordion title="Execute with authority" icon="rocket">
    Replace hesitation with a clear, ranked starting point. Begin your raise with investors where the data shows the **strongest mutual fit**.
  </Accordion>

  <Accordion title="Personalize with precision" icon="pen-line">
    Use the AI's summary reason to tailor your messaging, referencing their specific thesis or relevant portfolio companies. A personalized outreach converts dramatically better than a generic blast.

    <Tip>
      Copy the AI's reasoning directly into your outreach notes. Mentioning a specific portfolio company or thesis point shows you've done your homework.
    </Tip>
  </Accordion>

  <Accordion title="Allocate time strategically" icon="clock">
    Confidently focus on **Strong Fits**, schedule deeper dives on **Unclear Fits**, and politely deprioritize **Weak Fits**. Your calendar should reflect your data, not your gut.
  </Accordion>

  <Accordion title="Move at the speed of AI" icon="zap">
    Condense weeks of analyst-level research into an instant, organized action plan. What used to take a team of associates now happens before your morning coffee.
  </Accordion>
</AccordionGroup>

## Part of your complete qualification toolkit

AI-Investor Qualification gives you the top-level verdict. Combine it with these tools for a full-picture analysis.

<CardGroup>
  <Card title="Similar Investments" icon="git-compare" href="/qualifying-investors/similar-investments">
    See which investors have backed companies like yours—your strongest signal of future interest.
  </Card>

  <Card title="Investing Thesis" icon="scroll-text" href="/qualifying-investors/investing-thesis">
    Read a consolidated view of what each investor publicly says they care about.
  </Card>

  <Card title="Valuation Ranges" icon="trending-up" href="/qualifying-investors/valuation-ranges">
    Filter investors by their actual check size and valuation comfort zone.
  </Card>

  <Card title="Exclude Investors" icon="user-x" href="/qualifying-investors/exclude-investors">
    Remove conflicts, duplicates, or mismatches to keep your pipeline clean.
  </Card>
</CardGroup>

***

## Stop analyzing. Start acting.

CapitalxAI delivers the prioritized list and the professional-grade reasoning behind it, so you can fundraise with the **confidence of a seasoned insider**.

<Info>
  Ready to see your investor list ranked by fit? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore AI-Investor Qualification now.
</Info>


# Exclude Investors
Source: https://docs.capitalxai.com/qualifying-investors/exclude-investors

Refine your list by removing who you already know isn't a fit.

## The same investors keep showing up

You keep seeing the same investors in every search—the ones who already passed, the firms that don't invest in your geography, investors who back your direct competitors, or that individual partner you just don't want to connect with. It's frustrating. Every time you filter for new leads, you waste mental energy skipping over the same irrelevant names. This noise slows you down and makes it harder to spot the fresh, promising opportunities.

## A great pipeline is built by strategic elimination

The fastest way to a quality list isn't just adding more names; it's decisively removing the wrong ones. Successful fundraisers treat their pipeline like a curated portfolio. They actively filter out past outcomes and known mismatches to create a clean slate. This focused view allows you to operate with clarity and prevents you from accidentally duplicating effort or revisiting dead ends.

<Tip>
  Think of your investor list like a garden. Pruning the dead branches isn't a setback—it's what lets the best opportunities grow.
</Tip>

## Permanently filter out any firm or individual

CapitalxAI lets you build your list from a clean sheet. Our Exclude Investors feature allows you to permanently remove specific venture firms or individual partners from appearing in your searches and recommendations. Simply add their website domain or LinkedIn profile URL to your exclusion list. Once added, our AI respects your preference and focuses only on presenting new, relevant potential partners.

<Frame>
  <video />
</Frame>

## Set your rules in seconds

It's built to be simple and permanent. Head to your [Account Settings](https://app.capitalxai.com/account) to configure your Exclude Investors preferences.

<AccordionGroup>
  <Accordion title="Exclude Entire Firms" icon="building">
    Enter a firm's domain (like `sequoiacap.com`). Every partner and associate from that firm will be filtered out of your future results.
  </Accordion>

  <Accordion title="Exclude Specific Individuals" icon="user-minus">
    Paste a LinkedIn profile path (like `/in/username`). That specific person will be removed from your view, even if their firm is still included.
  </Accordion>

  <Accordion title="Manage Your List" icon="settings">
    Your exclusion list is saved in your settings. You can add or remove entries anytime, giving you full control over your fundraising perimeter.
  </Accordion>
</AccordionGroup>

## Key benefits

<CardGroup>
  <Card title="Eliminate blind spots" icon="clock">
    Avoid reaching out to competitors' investors or people you've already spoken to.
  </Card>

  <Card title="Maintain a clean pipeline" icon="funnel">
    Ensure your pipeline view and analytics only reflect active, genuine opportunities.
  </Card>

  <Card title="Avoid awkward outreach" icon="shield-alert">
    Prevent accidental follow-ups with investors who have already declined or are a known poor fit.
  </Card>

  <Card title="Focus your energy" icon="target">
    Direct your research and preparation time solely toward new, high-potential relationships.
  </Card>
</CardGroup>

***

## Remove the noise. Focus on what matters.

Take control of your view. Use Exclude Investors to filter out the distractions, so you can focus all your attention on the connections that truly matter.

<Info>
  Ready to clean up your pipeline? Head to your [Investor Dashboard](https://app.capitalxai.com/) and set up your exclusion list now.
</Info>


# Investing Thesis
Source: https://docs.capitalxai.com/qualifying-investors/investing-thesis

See an investor's focus in seconds, not hours.

## Investor information is all over the place

Finding an investor's actual focus shouldn't be a scavenger hunt—but it is. One fund lists its thesis on Crunchbase, another only mentions it in an AngelList bio, some hint at it in old LinkedIn posts, and many bury it deep on their website. This makes building a target list slow and frustrating. You waste valuable time piecing together clues instead of preparing your pitch. When you don't have this clarity, you risk reaching out to the wrong people, damaging your momentum before you even start.

## Clarity comes from consolidation

The issue isn't that investors don't have a thesis—it's that the information is **fragmented**. Successful founders centralize this research so they can act quickly. When you can immediately see what an investor cares about, you stop guessing and start prioritizing. The goal isn't just to collect data; it's to turn scattered signals into a clear roadmap for outreach.

## All investment signals, organized in one view

CapitalxAI pulls everything together. Our AI fundraising agent scours Crunchbase, AngelList, LinkedIn, fund websites, news, and more to find and summarize each investor's stated thesis. You no longer have to jump between tabs and sources. Instead, you get a clear, concise snapshot right on their profile. See their focus at a glance, then use our deep AI tools to analyze the fit.

<Frame>
  <video />
</Frame>

<Tip>
  Think of thesis research like assembling a puzzle. We've already put the pieces together—you just need to look at the picture.
</Tip>

## How it works

<AccordionGroup>
  <Accordion title="AI Research Agent" icon="bot">
    Our system continuously scans trusted platforms to find and verify each investor's investment focus. No manual digging required—CapitalxAI does the legwork for you.
  </Accordion>

  <Accordion title="Unified Thesis Summary" icon="file-text">
    View a clean, readable summary of what the investor backs, pulled from all their public profiles. Everything you need is in one place.
  </Accordion>

  <Accordion title="One-Click Deep Dive" icon="mouse-pointer-click">
    From the summary, move seamlessly into a full AI-powered analysis of the investor's portfolio, patterns, and your alignment. Go from overview to insight in a single click.
  </Accordion>

  <Accordion title="Source Transparency" icon="link">
    See where each piece of thesis information was pulled from, giving you confidence in the data. Every summary is traceable back to its original source.
  </Accordion>
</AccordionGroup>

## Why this matters

<CardGroup>
  <Card title="Eliminate repetitive research" icon="repeat">
    Stop the manual search across a dozen sites. We bring the information to you so you can focus on what matters.
  </Card>

  <Card title="Qualify faster" icon="zap">
    Know in seconds if an investor's focus aligns with your company—no more hours of guesswork.
  </Card>

  <Card title="Pitch with confidence" icon="message-circle">
    Approach every conversation with a clear understanding of their thesis, making your outreach more relevant and impactful.
  </Card>

  <Card title="Never miss a fit" icon="eye">
    Avoid overlooking an ideal investor just because their thesis was hard to find.
  </Card>
</CardGroup>

***

## Stop searching everywhere. Start with clarity.

CapitalxAI consolidates the scattered pieces of an investor's focus so you can spend your time **pitching, not digging**.

<Info>
  Ready to see what your target investors really care about? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore Investing Thesis now.
</Info>


# Similar Investments
Source: https://docs.capitalxai.com/qualifying-investors/similar-investments

Know which investors truly understand your space—before you even reach out.

## Qualifying fit starts with pattern recognition

The real goal isn't just to find any investor—it's to find the **right** one. Successful fundraisers don't just look at firm size; they analyze investment patterns. They ask: *Does this investor have a proven thesis in my specific semantic space? Do they have the context to "get it" on the first call?*

What you might not realize is that an investor's past investments are the strongest signal of their future interest. The key is moving from a generic list to a **qualified shortlist** based on strategic alignment, not just brand name.

<Tip>
  Think of an investor's portfolio as a map of their conviction. If the map leads to your space, you're already halfway to a "yes."
</Tip>

## How CapitalxAI gives you that clarity instantly

We built **Similar Investments** to turn portfolio analysis from a days-long research chore into a **10-second insight**. Our AI maps your company's profile against an investor's entire history, then clearly categorizes their past deals into four intuitive scenarios.

It's like having a strategist highlight exactly where you stand with every firm on your list.

## How it works: your strategic lens on any portfolio

For every investor profile, you'll see a clear breakdown of their past investments relative to your company. Here's how to read each category and act on it.

<AccordionGroup>
  <Accordion title="Direct Competitors" icon="swords">
    **What it means:** The firm has backed companies targeting the same customers with a similar solution in your market.

    **Your move:** Proceed with caution. Unless it's a known accelerator model, this often indicates a conflict. Use the [Exclude Investors](/qualifying-investors/exclude-investors) tool to filter these firms out so you can prioritize your time elsewhere.

    <Warning>
      A competitive overlap doesn't always mean a dead end—some firms run multi-bet strategies—but it's critical to know about it before you pitch.
    </Warning>
  </Accordion>

  <Accordion title="Similar Companies" icon="copy">
    **What it means:** They've invested in companies with a closely related model or solution, even if not an exact match. They believe in your category.

    **Your move:** Prioritize. These are your **strongest leads**. They already understand your space, your challenges, and your potential. Your pitch can dive deep from day one. Use the [Find Investors of a Company](/identifying-investors/investors-of-a-company) tool to discover every backer of those similar companies and expand your list further.

    <Tip>
      Reference the specific portfolio company you share a similarity with in your outreach. It instantly builds credibility.
    </Tip>
  </Accordion>

  <Accordion title="Adjacent Spaces" icon="waypoints">
    **What it means:** Their investments are in tangentially related areas (e.g., they back AI for sales, and you're building AI for customer success).

    **Your move:** Strong potential. This signals a firm building expertise in your broader domain. They are likely actively looking to expand into your specific niche—your opportunity to be their first. Use the [Find Investors of a Company](/identifying-investors/investors-of-a-company) tool to trace their adjacent bets and map the full extent of their thesis.

    <Info>
      Adjacent investors often make the most enthusiastic partners. You're not just another portfolio company—you're the missing piece in their thesis.
    </Info>
  </Accordion>

  <Accordion title="No Relatable Investments" icon="circle-off">
    **What it means:** The firm hasn't made a clear pattern of investments in or near your space.

    **Your move:** Context is key. There's no automatic insight here. Use this awareness to shape your conversation—you may need to provide more foundational education about the market opportunity before getting to your product specifics.
  </Accordion>
</AccordionGroup>

## More than just similarity: your complete fit assessment

This feature is one part of your investor intelligence toolkit. For a complete picture, combine it with the tools below.

<CardGroup>
  <Card title="Strong Fit / Weak Fit" icon="gauge" href="/qualifying-investors/ai-investor-qualification">
    After analyzing the data, our AI gives you a straightforward **Fit Score**. No more decoding vague signals.
  </Card>
</CardGroup>

## Key benefits for your fundraise

<CardGroup>
  <Card title="Qualify with confidence" icon="circle-check">
    Instantly know which investors are worth your most valuable resource—your time.
  </Card>

  <Card title="Pitch with context" icon="message-circle">
    Tailor your narrative based on an investor's proven interests, making your conversation more relevant and impactful.
  </Card>

  <Card title="Build a smarter pipeline" icon="funnel">
    Fill your fundraising funnel with genuinely aligned prospects, speeding up your path to a "yes."
  </Card>

  <Card title="Avoid awkward conflicts" icon="shield-alert">
    Identify potential competitive overlaps early to navigate conversations professionally.
  </Card>
</CardGroup>

***

## Stop guessing. Start knowing.

Let CapitalxAI be your guide to finding investors who don't just have capital, but have the **context to champion your vision**.

<Info>
  Ready to see which investors truly fit? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore Similar Investments now.
</Info>


# Valuation Ranges
Source: https://docs.capitalxai.com/qualifying-investors/valuation-ranges

Find investors who write checks at your price.

## The problem: pitching blind on valuation

You share your valuation, and the conversation goes cold. It happens because every investor has a range they're willing to pay, but that range is almost never public. You might be asking for \$30M from a fund whose typical check size is \$2M, or targeting a moonshot investor when your round is priced for efficiency. Without knowing where you stand, you waste time pitching investors who were never a fit on the single most critical term: price.

## Investment history is your best signal

An investor's past deals reveal their true comfort zone. Funds develop patterns—some consistently write smaller checks at lower valuations, while others pay up for category leaders. Successful founders don't guess; they match their ask to an investor's historical behavior. When your valuation fits neatly within their pattern, you're not negotiating—you're aligning.

<Tip>
  Think of an investor's deal history as a pricing fingerprint. If your round fits the pattern, the conversation starts from common ground.
</Tip>

## Filter investors by their actual check size

CapitalxAI gives you the filters that matter. We analyze an investor's past deals to show you their real-world check size, minimum and maximum valuation preferences, and investment philosophy—all in one view. Instantly see who invests in your range and who doesn't. No more hoping; just data-driven targeting.

## How it works

<AccordionGroup>
  <Accordion title="Check Size Filter" icon="banknote">
    Search for investors by the exact amount they typically invest. See who writes \$500K checks versus \$5M checks—so you target the right tier from the start.
  </Accordion>

  <Accordion title="Valuation Range Filter" icon="sliders-horizontal">
    Set your target valuation and find investors whose historical deals fall within your range—or who stretch above it. Match your ask to their proven comfort zone.
  </Accordion>

  <Accordion title="Investment Philosophy Deep Dive" icon="brain">
    Go beyond the numbers. Understand **why** an investor pays what they do—whether they're valuation-sensitive or chasing outliers. This context turns data into strategy.
  </Accordion>

  <Accordion title="Stage-Specific Data" icon="layers">
    All filters are tailored to your funding stage (Pre-Seed, Seed, Series A) based on actual portfolio history. You see what's relevant to **your** raise, not a generic average.
  </Accordion>
</AccordionGroup>

## Why this matters

<CardGroup>
  <Card title="Eliminate mismatches early" icon="circle-x">
    Screen out investors who can't afford your round or won't meet your price—before you ever reach out.
  </Card>

  <Card title="Build a financially-aligned pipeline" icon="funnel">
    Fill your funnel with investors whose check size and valuation comfort match your needs.
  </Card>

  <Card title="Negotiate with confidence" icon="handshake">
    Know whether you're in their typical range or asking them to stretch, and prepare your story accordingly.
  </Card>

  <Card title="Speed up your raise" icon="zap">
    Spend your time only on conversations that can realistically close.
  </Card>
</CardGroup>

***

## Stop guessing on price. Start filtering on fit.

With CapitalxAI, you target investors who are ready and able to invest at your valuation—so you can close your round with the right partners, faster.

<Info>
  Ready to find investors in your range? Head to your [Investor Dashboard](https://app.capitalxai.com/) and explore Valuation Ranges now.
</Info>