CognetivyCognetivy is an open-source state layer for AI coding assistants that adds workflows, run tracking, and persistent collections - all local.
Investor & Funding Research
Build a targeted investor pipeline with deep, structured research.
Fundraising outreach fails when it's generic. Define a workflow that researches each target investor - portfolio companies, investment thesis, check sizes, recent activity - and builds a structured intel collection that informs every personalized pitch.
What you'll achieve
Personalized at scale
Deep research on each investor enables genuinely personalized outreach, not mail-merge.
Prioritized pipeline
Fit scores let you focus effort on the highest-probability conversations first.
Persistent CRM-like data
Your investor collection grows with each research run and persists across your raise.
How it works
A repeatable workflow you define once and run any time.
Define your target criteria
Store your ideal investor profile as a structured reference: stage, sector focus, geography, check size.
Research each investor
Your agent reads firm websites, portfolio pages, and recent interviews to extract investment thesis and preferences.
Score for fit
Each investor is scored against your criteria and stored with fit rationale and confidence.
Generate outreach brief
A structured one-pager per investor: why they're a fit, connection points, and a suggested personalisation angle.
Cognetivy features you'll use
Everything you need is already in Cognetivy.
Versioned, reusable step-by-step processes for your agent
Schema-backed data stores that persist and accumulate across runs
Structured outputs saved from any run - downloadable and linkable
Full event log of every agent session, with timing and status
Related use cases
Ready to try?
Set up your first structured workflow in under a minute.