FINRA & SEC Compliant

Your Future is in the Followup

The only AI that knows how to convert interest into checks. Run a fundraising process from your inbox in weeks, not months.

No credit card required • 14-day free trial

M
Mo (Associate)
Online
Banking Mode
Follow up with all investors who haven't responded in 5 days. Personalize based on their last interaction.

On it. Here's my plan:

  • Identified 23 investors needing followup.
  • Personalized messages based on LP profiles.
  • Running compliance check (SEC/FINRA)...
CRM SyncCompliance OK
Followups Sent
473 Today
Hours Saved
120k+
See it live

Moe in Motion

From your inbox to investor follow-ups. See how Mo keeps your pipeline warm without the busywork.

Mo drafts follow-ups, syncs with your CRM, and keeps every investor warm—so you can focus on closing.

3.2M+
Investor Touchpoints
250k+
Personalized Followups
24/7
Always-On Nurturing
57%
Response Rate Increase

Three Steps to Faster Closes

No complex setup. No coding required. Just connect, delegate, and watch your pipeline accelerate.

Connect Your Gmail

Connect your inbox and calendar in minutes.

Delegate in a Few Clicks

Tell your agent which threads need nurture/follow-ups in the moment, then forget about it.

Watch It Work

Your agent drafts personalized, contextual communications each morning, and all you have to do is hit send.

AI Fundraising Agent

Stop Chasing. Start Closing.

Your AI fundraising agent speaks your language, integrates with your tools, and works 24/7 so leads never grow cold.

The Old Way

Manually manage outreach, meetings, and follow-ups. Fundraising feels more like herding cats than closing deals. Investor communication is scattered across emails, notes, and calendars, and missed or poorly timed follow-ups kill momentum.

The Moneyball Way

Automated, personalized drafts in your email. No more dropped balls with “set it and forget it” followup workflows. Every investor interaction is tracked and scored, so you can keep hundreds of leads warm simultaneously while your agent handles the admin.

Smart Followups
Proactive Nudges
Investor Nurturing
Real-Time Updates
LP Management
SEC & FINRA Compliant

Live Activity

Follow-up sent to 12 investors

Personalized from deck & notes • Scheduled via Gmail • Synced to CRM

Just now

LP replied — interested in next round

Detected positive intent • Drafted response • Flagged for review

2m ago

Investor update email sent to 34 LPs

Pulled latest metrics • Customized per investor tier • Tracked opens

15m ago
JD
John Doe (LP)
Persistent Memory Card
Language PrefFrench (Native)
Time ZoneEST (New York)
PersonalKids play NCAA Basketball
ComplianceAccredited Investor Verified

An Associate That Never Forgets

Mo learns about each counterparty you introduce. Once it learns an LP is on the East Coast or prefers to speak French, it knows that forever.

  • Infinite Context Window

    Remembers details from emails sent years ago.

  • Banking Compliance Guardrails

    Specifically trained on investment banking regulations. Will never say anything to get you in hot water.

Meets You Where You Work

No new tools. Stay in your inbox and do more seamlessly.

Gmail / Outlook

Connect your inbox and let Moneyball.ai draft personalized follow-ups directly in your email.

Google Calendar / Outlook Calendar

Sync your schedule to optimize meeting timing and never miss a follow-up window.

Google Meet / Microsoft Teams

Post-meet follow-up emails drafted immediately after the call ends with next steps.

Enterprise-Grade Security

Your data stays private and is never used to train public AI models.

SOC 2 Type II
GDPR Compliant
Private Instances

Simple, Transparent Pricing

Start with a 14-day free trial. No credit card required. Cancel anytime.

Most Popular

Growth

$29.99/mo

Everything you need to run your fundraise from your inbox.

Gmail & Outlook integration
AI-powered follow-up drafts
Fundraising message generation
Context-aware replies from deck, metrics & notes
Smart scheduling (weekly, bi-weekly, custom)
Investor thread tracking
CRM sync & contact management
Email open & response analytics

Dealmaker

Contact Us

For funds and brokers managing multiple portfolio raises.

Everything in Growth
Unlimited contacts
Multi-issuer support
Team collaboration & shared pipelines
White-glove onboarding
Dedicated success manager
Custom integrations & API access
Advanced compliance tools
Priority support & SLA guarantee

Frequently Asked Questions

Ready to Close Your Round Faster?

Join hundreds of startups and funds using Moneyball.ai to automate investor relations and close rounds in weeks, not months.