Investor Relations Workflows

Drone researches target investors

Browses VC websites, Crunchbase, AngelList, and Twitter to find investors who match your stage, sector, and geography. Identifies thesis alignment, recent investments, and portfolio companies.

Day 0: LinkedIn connection request

Personalized request referencing their investment thesis or a recent portfolio company: “Saw you led the Series A for [company] — we’re building in the same space and I’d love to connect.” No pitch, just warmth.

Day 2: Cold email with your value prop

A concise email with your one-liner, traction highlights, and an offer to share the deck. References their thesis alignment specifically: “Your focus on developer tools + your [portfolio company] investment tells me this could be a fit.”

Day 7: Twitter engagement

Likes and replies to their tweets with thoughtful comments. If they post about a topic you have insight on, the drone adds a genuine reply. If DMs are open, sends a soft follow-up referencing the email.

Day 10: Email follow-up with traction update

Shares a recent milestone, customer win, or metric improvement. Each follow-up adds new information — never just “bumping this.”

Day 14: Graceful close

“Sounds like timing might not be right — totally understand. If things change on your end, I’d love to reconnect.” Stops all outreach. Lead marked for re-engagement only with a material trigger (round closed, major milestone, mutual intro).

Multi-channel outreach (same as above)

LinkedIn connection, email pitch, Twitter engagement, follow-ups with traction updates, graceful close. The full 5-touch coordinated sequence.

HubSpot tracks the investor pipeline

Every investor flows through deal stages: new → contacted → engaged → interested → meeting scheduled → passed. Every email, LinkedIn message, and reply is logged as activity. You see your full funnel at a glance.

Notion stores research and meeting prep

Each investor gets a Notion page with thesis, portfolio, recent investments, and talking points. Before a meeting, the drone preps a brief: their investment style, questions they typically ask, and portfolio synergies to reference.

Post-meeting follow-up automated

After you mark a meeting complete, the drone sends a follow-up email within 24 hours — references specific discussion points and attaches any materials requested. HubSpot deal stage updated.

Slack notifications for key events

Immediate notification when an investor replies, requests a meeting, or moves to “interested.” Your co-founder and advisors stay in the loop without checking HubSpot.

Deep investor research stored in Notion

For each target investor, the drone researches and creates a Notion page: investment thesis, portfolio companies, check sizes, stage preferences, recent blog posts, podcast appearances, and Twitter takes. This isn’t surface-level — it’s the prep a top fundraising advisor would do.

LinkedIn connection with thesis reference

Connection request references a specific investment or insight: “Your piece on why vertical SaaS wins in regulated industries resonated — we’re proving that thesis in [sector].”

Gmail sends a research-backed pitch

The email doesn’t just say “we’re a fit for your thesis.” It explains why, referencing specific portfolio companies, published views, and market dynamics. Each email reads like the founder studied the investor for an hour.

Follow-ups reference different research angles

Day 5: reference their portfolio company and how your approaches are complementary. Day 10: share a traction update framed in the context of their thesis. Each email teaches the investor something new.

Notion updated with every interaction

Every reply, meeting note, and status change logged. Over time, your Notion workspace becomes a comprehensive investor database for this and future rounds.