ClaudeClient
01Understand the fundraising goalsraise size, timeline, deck, geography
ClaudeClient
02Determine investor categoriesfamily offices, VCs, angels, corporates
scoring criteria →
ProspeoClaude Code
03Data engineeringfresh data + own databases + client data
investor list, partners included →
Claude Code
04Score every investorthesis, geography, comparable deals
scored list →
Claude Code
05Tier the investorsTier 1 · thesis + geography matchTier 2 · adjacentTier 3 · watchlist
tiered list →
Claude
06Write the messageangle per tier, per channel
campaigns ready →
InstantlyLettersLuma
07Cold outreach · 4 channelsCold emailLinkedInWritten letterEvent invite
responses →
Lemlist
08Branch · responsesDirect reply → meetingWarm follow-up + referralsMet at the event → meeting
meetings →
CalendarAttio
09Meeting bookedbooking link and data room
live conversations →
Attio
10Follow up and track the raisestage per fund, next step
Term sheets →
Client
11Raise the moneyclosed by you — the system delivered the meetings
↺ no reply after our answer → follow up in 48h
↺ silent list → re-engage after 3 months
↺ referrals → back into the list, scored and tiered