Eight stages from setup to reply tracking. Same pipeline runs investor outreach (Projects) and sales outreach (Products) — the tone, templates, and signal sources shift per target, the workflow stays the same.
Pick a funding type (pre-seed → Series C+, debt facility, fund close, grants). Engine targets VCs, family offices, private credit funds, LPs aligned to the raise profile.
Define a product pitch + ICP. Engine targets buyers, channel partners, resellers, integration partners — decision-makers who'd move on the offer.
A Project is a funding raise (Series A, seed, debt facility, fund formation — 22 funding types supported, each with its own ICP). A Product is something you sell (SaaS, services, integrations). The engine routes investor outreach for Projects and sales/partner outreach for Products from the same workflow.
Brave web search surfaces firms matching the ICP query, LinkedIn discovers 1st-degree (warm) and 2nd-degree (mutual-connection) contacts at those firms. Operator can re-run discovery with different queries; dedupe is automatic across runs.
Each candidate is scored 1–10 on audience overlap, complementarity, partner readiness, reachability, and strategic leverage. Dimension weights are configurable per ICP (the default sales mix differs from senior-debt fund or VC-raise mixes). Out-of-scope candidates are explicitly hard-capped at 2/10 so they surface in the right bucket.
Hunter.io lookups for verified business emails. LinkedIn deep-read for recent posts + firm news. Operator-injected notes count as ground truth and are weighted above public sources during signal extraction.
Multi-step templates (LinkedIn connect → DM → email cold → two follow-ups → close) tailored to the Project or Product. Prospects route to investor-tone or partner-tone templates automatically. Warm 1st-degree LinkedIn contacts get a different opener than cold 2nd-degree.
Each draft is built around a 5-beat courtesy contract: Time-ack → Who-I-am → Why-you-personally → What-I-offer → Ask-last. High-fit prospects (score ≥7) get a direct ask. Mid-fit get a soft hedge. Low-fit get an exploratory "feel free to skip" frame. For non-English markets the draft is auto-translated at render time (14 languages — Vietnamese, Korean, Japanese, Chinese, Thai, Indonesian, Arabic, Portuguese, Spanish, French, German, Italian, Turkish, Russian); the English original stays in the audit trail and is one click away in /approvals so operators (and reviewers who don't read the target language) can verify before send.
Every draft goes to /approvals with its fit score, tier badge, compliance check, and personalisation score. Edit inline, regenerate, skip, or approve. Approved messages send via Resend (email) or Unipile (LinkedIn). Daily caps and per-channel kill switches are enforced server-side.
Resend webhook (svix-signed) listens for email.bounced / email.complained / email.delivery_delayed. A bounced address auto-marks the prospect as contact_partial, clears the bad email so the enrich stage can re-run on a fresh address, and cancels any pending downstream steps for that prospect — no piling sends onto a dead inbox. Replies still flagged manually today via the Track view; Unipile inbound webhook for auto-routing LinkedIn replies is on the next-up queue. The full audit log — every discovery, scoring, draft, approval, send, bounce, manual reply mark — is written to audit_events for export and compliance review.
Every Project and Product gets an auto-generated Pool Summary — a one-page deliverable showing scored count, score-tier histogram, geographic distribution, language distribution (“12 prospects will receive their first message in Vietnamese”), top 10 by score, narrative insights, and a print-to-PDF button. The platform turns discovery into a deliverable, not just a list — pass it on to your sponsor, IC, or board as-is.
Invite teammates by email; each connects their own LinkedIn and inbox. Templates, products, projects, KB and prospects stay shared across the org so messaging is consistent; outreach goes out from each member's own account so the recipient sees a real person they can verify. The sequencer picks the right member's channel per step automatically. Owner / admin / member roles, branded invite emails, audit-logged.
Once your sender identity is set, one click runs the whole pipeline against you — Brave + LinkedIn enrichment on your own profile, fit-signal extraction, render, delivery to your inbox. See what the system would write to a real prospect before you set up a single one. Free, no commitment.