Choose the AI Capital Growth Department level built for your company's investor readiness, capital strategy, pitch preparation, and investor outreach workflow.
The Difference
Most fundraising tools help you manage what you already have. Investor Intelligence actively works to find what you don't have yet — and helps you prepare for every interaction as if you had a full capital markets team behind you.
Investor Intelligence combines investor discovery, match scoring, outreach generation, and relationship management into one continuously working system. It doesn't just track investors — it finds them, qualifies them, and prepares you to approach them.
Investor Intelligence builds a comprehensive understanding of your company — products, services, growth history, competitive positioning, and strategic goals — and uses that context to score investors, generate pitches, and surface recommendations.
Every investor communication is drafted by Investor Intelligence and held for your review. You see exactly what's being sent, approve what fits, and nothing goes out without your explicit sign-off.
Investor Intelligence monitors investor activity, tracks deadline changes, surfaces high-match opportunities, and alerts you to what's urgent — not just when you log in to check.
Every match score comes with a clear breakdown — stage alignment, industry fit, portfolio synergy, check size fit, geographic focus, and historical patterns. You see exactly why an investor scored the way they did.
The interface is designed for CEOs and founders running a fundraising process — clear priorities, action-oriented dashboards, and AI explanations that make sense without a financial background.
What's Included
Every Investor Intelligence tier includes access to the full technology stack. Specific features and capacity depend on your tier level.
Higher tiers include greater investor profile limits, more outreach capacity, dedicated human advisors, and broader integration options. Ultra Premium Plus and Enterprise include all core systems plus human-backed strategic oversight.
Investor Intelligence is designed to draft, not to send. Every outreach communication — emails, intro requests, follow-ups, meeting preparation materials — is generated by Investor Intelligence and presented to you for review and approval before delivery. Nothing is sent automatically. This keeps you in full control of every investor interaction, protects your reputation, and ensures every communication meets your standards.
Important: Investor Intelligence provides research, scoring, monitoring, and strategic recommendations to support your fundraising process. All investment decisions and outcomes remain the sole responsibility of the user. This tool does not constitute financial, legal, or securities advice. Investor Intelligence is not a licensed broker-dealer or investment advisor. Match scores and investor recommendations are informational — actual results depend on factors beyond the AI's control. Users should conduct their own due diligence and consult qualified professionals before making any investment decisions. Past investor activity and match scores do not guarantee future results.
FAQ
Investor Intelligence isn't just a CRM — it's an AI capital growth system. It continuously researches investors, scores opportunities, generates outreach drafts, monitors deadlines, and provides strategic recommendations. A CRM tracks what you put in; Investor Intelligence actively works to find and qualify capital you don't have yet. It combines the data organization of a CRM with the active intelligence of a dedicated capital advisor.
Investor Intelligence generates every outreach communication — emails, intro requests, follow-ups — and holds it for your review before delivery. Nothing goes out automatically. You see exactly what Investor Intelligence drafted, approve what you like, edit what needs adjustment, and decline what doesn't fit. This keeps you in control while dramatically reducing the time investment required to run a professional fundraising motion.
Every Investor Intelligence tier includes an onboarding process tailored to your company's stage and capital strategy. The Readiness Review is a focused one-time session to assess where you are and build a starting foundation. Ultra Premium tiers include a structured onboarding program with dedicated setup, investor profile building, CRM initialization, and a launch review with your team. Enterprise includes a dedicated implementation team.
Yes. Investor Intelligence supports importing existing investor databases, CRM exports, and contact lists. You can bulk-import investor profiles, and Investor Intelligence will begin enriching them with public data, scoring them against your profile, and surfacing the highest-priority opportunities immediately. Existing investor relationships you've built are preserved and enhanced — not replaced.
Investor Intelligence is application-based for Ultra Premium tiers and custom pricing for Enterprise — this reflects the depth of the onboarding and the seriousness of the capital work it supports. The Readiness Review ($2,500 one-time) is the entry point and gives you a complete picture of your fundraising readiness before committing to a recurring plan. Book a discovery call to see if Investor Intelligence is right for your company.
Investor Intelligence covers the full spectrum of capital sources: venture capital firms, angel investors, family offices, corporate venture arms, strategic investors, grant programs, accelerators, incubators, pitch competitions, and economic development funds. Coverage depth varies by tier — higher tiers include broader discovery and more frequent refresh cycles.
Your company data, investor information, and communications are stored securely and never shared with third parties. Investor Intelligence uses your data solely to provide the service — investor discovery, scoring, and outreach preparation. All data handling follows BobsWork's privacy and security practices. Enterprise clients can discuss custom data handling arrangements during the onboarding process.
You can cancel your Investor Intelligence subscription at any time with 30 days notice. Your investor data and CRM records remain accessible for 90 days after cancellation in case you need to export or transfer them. The Readiness Review and Setup tiers are one-time payments and do not auto-renew. Contact our team to initiate a cancellation or discuss pauses for companies between fundraising rounds.
Investor Intelligence works around the clock — researching investors, scoring opportunities, monitoring deadlines, and keeping your fundraising pipeline warm so you never miss the moment.
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