Investor deals
Forty investors. Forty links. No guessing.
Claude drafts a memo in minutes, and so does every other deal in their inbox. Send yours as one deal page with a link for each investor, and see who's reading before you pick up the phone.
Lumen Robotics · Series A
40 links · sent Monday
Northgate Capital
Opened 4× · came back last night
- 01
Build the deal page once
Memo, deck, founder video, model, terms and a calendar link. One page in your brand, instead of a Drive folder and six attachments.
- 02
Call these three first
Journey shows who opened the deal, when, and who came back, investor by investor. Your first calls go to the people already reading.
- 03
Change the close date once
Terms move. Update the page once and all forty links show the new version. No more “please use this deck instead” emails.
- 04
An NDA for the data room. No wall for the first look.
Most investors won't fill in a form to read a cold deck, so keep the first look open. When it's time for the model and the documents, require an NDA, an email, a password or an expiry date, or limit it to approved emails and domains.
In Claude now
ChatGPT coming soonSet up the raise from a chat
Ask Claude to build the deal page, make the links and set the gates. You check it and send it from your own inbox.
- “Make a separate link for each of these 40 investors.”
- “Require an NDA before anyone sees the model.”
- “Who's opened the Lumen deal this week?”
A customer quote goes here once we have written permission to use it.
Not raising? Same page, any list.
Anyone sending something important to a lot of named people.