Use case
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Fundraising Associate
A fundraising tracker that updates itself
Nex keeps your fundraising tracker current from the evidence: investor emails, calendar meetings and call notes. It is built for YC founders on Bookface and works from the rest when Bookface is not connected.
The problem
During a raise the investor spreadsheet goes stale within a week. Meetings happen, partners ask the same questions, follow-ups slip and nobody updates the stage column. You end up with the real state of the round spread across your inbox, your calendar and your memory, while the tracker shows a version from ten days ago. That is how a warm investor goes cold.
How the agent does it
Reconcile the pipeline. The agent reconciles your Bookface fundraising pipeline, if connected, with Nex, email, calendar and meeting evidence.
Find more investors. It builds an investor-fit profile, researches strong prospects and surfaces credible warm paths.
Brief and capture each meeting. It prepares a brief before each investor meeting and captures sourced notes afterward.
Track every open thread. It tracks questions, objections, commitments, follow-ups and the best current answer to each investor FAQ.
Send private digests. It runs approved recurring syncs and delivers private founder digests to Slack without duplicating activity.
What you get
A reconciled investor pipeline with explicit next actions
Qualified investor prospects and evidence-backed warm paths
Meeting briefs, post-meeting notes and follow-up tasks
A running investor FAQ and private weekly digests
Works with
Bookface in Annex
Gmail in Annex
Connected calendar
Meeting notes or recorder
Slack
Questions
What should a fundraising tracker include?
The tracker Nex keeps has one record per investor and firm with stage, last meeting, open questions, commitments and the next action, plus linked meeting notes, tasks and the best current answer to each recurring investor question.
Do I need to be a YC founder?
The agent is designed for YC founders running a raise across Bookface and their own relationships. Bookface access is optional; without it the agent keeps the pipeline in Nex from your calendar, email and meeting notes.
Will it email investors for me?
No. Nex never contacts an investor or introducer, sends email, posts to Slack, changes Bookface or starts a recurring workflow without your confirmation.
How do I start?
Click Deploy, connect your calendar and a private Slack destination, and optionally Gmail and a meeting recorder. You start free with some free AI usage, and plans are $49/month after that, refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.