An investor research assistant that builds the profile before you walk in
An AI investor research assistant gathers what is public about a fund or an individual investor before you sit down with them: their thesis, recent deals, public commentary and how they approach a pitch. It covers the gap between a meeting landing on your calendar and knowing who’s on the other side of the table.
You skip the hour of scanning a fund’s site, its portfolio page and whatever interviews you can find. The brief arrives with the relevant pieces pulled together and the points that bear on your pitch flagged.
What you hand off
An investor research instruction usually covers:
- The fund or individual, their stage focus, check size range and sector focus where publicly stated
- Their thesis in their own words, from the fund’s site, interviews, posts or a podcast appearance
- Recent investments, especially ones in your space or adjacent to it
- How they talk about deals publicly: what they ask about, what they’ve said they look for, and patterns across their commentary
- A comparison of their thesis and recent activity against your pitch, if you give it that context, flagging fit and gaps
- A single brief you can skim in a few minutes before the call
A brief, worked through
Say Sam is a founder about to take a first call with a partner at Thornquist Ventures, and tells their operator: “Before I meet a new investor, pull together their fund, thesis, recent investments, and how they typically approach deals.”
Once the meeting lands on Sam’s calendar, the operator starts. The fund’s site states its thesis: early-stage, focused on infrastructure and developer tools. The partner’s public posts and a recent podcast appearance say they want to see a working product before writing a check, and a strong deck alone won’t do it. The operator lists the fund’s five most recent public investments. Two are adjacent to what Sam is building, and both were announced within weeks of a product launch, which suggests the partner moves after seeing traction.
Sam had given the operator a short description of their product and stage earlier, so the brief adds a fit note: the partner’s public comments point to wanting usage numbers, which Sam already has ready to show. The brief lands in Sam’s morning brief the day before the call, which leaves a day to adjust the pitch.
What stays with you
Researching public sources and drafting the brief need no sign-off, since that is research and reporting. What waits for you is anything that leaves your workspace, such as sending the brief to a co-founder or drafting outreach to the investor.
If public information on a fund or individual is thin, your operator says so in the brief. Each section shows its sources, so you can see which parts rest on solid ground and which are thinner.
Setting it up
- Connect your calendar, or ask for a brief directly before each meeting.
- Give it the standing order: what every brief covers, such as thesis, recent deals and pitch fit.
- Share context on your company and pitch, so it can note where an investor’s thesis and activity line up with what you’re raising.
- Choose where the brief lands, such as your morning brief or a specific channel, and how far ahead of each meeting you want it.
You can ask for a one-off brief on any investor at any time, including when you’re deciding whether to reach out at all.