Track new founders and prepare investor outreach
An investor’s agent watched filings, checked founders against their preferred profile, and handled first-contact logistics before any human decision.
- What they did
- They built a custom system that keeps scanning recent company registrations and then looks up the people behind them. The agent sorts founders by how well they match the investor’s target background, drafts an email, manages the meeting setup, and puts together questions for the call. In one firm, that screening logic was compressed into an eight-page prompt that judges new founders.
- How it went
- After that, the investor only needed to join the Zoom conversation. The essay didn’t report any numbers, and it says the investment choice remained human.
- Tips
- The edge is not the tooling alone; it comes from the standards you encode and the relationships you already have. Keep a human review step before any email goes out or any meeting is booked.
Try it yourself with Lindy
At the start of each [day/week], review [source of recent company registrations] for newly formed companies in [sector, stage, location]. For each founder, build a brief profile and rate the fit to my investing profile: [criteria]. Draft a first-contact email for the best matches and prepare a short set of questions for a meeting. Do not send messages or arrange any meeting until you show me the research, the fit ratings, and the draft email, and I approve them first.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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