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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.
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.
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.

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How to use Message Templates

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

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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.

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Create a new template

Press the Create Template button to build your own from scratch.
1

Choose your channel

Select Email, LinkedIn, Direct Message, or Instagram. This helps you organize and send the right message on the right platform.
2

Add a title

Name it for easy finding later, like “Series A First Touch – Climate Tech.”
3

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.
4

Save or discard

Click Create when you’re done, or Cancel to discard. Build your library once, and deploy flawless, personalized outreach every time.

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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.

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Example template

Subject: Connecting on ${twitter_line}
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]

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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.
PlaceholderWhat it doesExample 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”
Date placeholders are calculated at send time, so your suggested meeting dates are always current and relevant—no manual calendar checking required.

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Why you’ll love it

Launch proven sequences fast

Start with templates modeled on successful outreach, so you know the structure and tone are right from day one.

Personalize at scale

Use smart placeholders to insert relevant details automatically, showing investors you’ve done your homework.

Stay organized across channels

Manage templates for Email, LinkedIn, and more in one place, keeping your communication consistent.

Iterate on what works

Duplicate and tweak your best-performing templates to continuously improve your response rate.

Save your mental energy

Free up hours each week from drafting, so you can focus on the conversations that matter most.

Generate with AI

Describe what you need in plain English and get a professional, ready-to-edit draft in seconds.

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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.
Head to your CapitalxAI Dashboard and start building your message template library today.