Investor Intelligence™ is the AI capital research and deal flow system for serious fundraising — investor profiling, match scoring, pipeline CRM, warm-intro mapping, and a daily action center that keeps the raise moving.
No free trial. Pricing by application. No public price list.
What It Is
Investor Intelligence™ is a B2 premium AI capital research system that combines investor profiling, multi-dimensional match scoring, pipeline CRM, warm-intro mapping, capital opportunity monitoring, and a daily action center — so the fundraising motion operates with institutional-grade infrastructure instead of a spreadsheet.
Continuously researches investors, scores opportunities against your company profile, manages the 12-stage pipeline, surfaces warm-intro paths, monitors capital opportunities, and gives your team a daily action center so the fundraise never stalls on a missed signal.
Who It's For
For founders, CFOs, and capital-formation leaders managing an active raise who need institutional-grade investor research and deal flow infrastructure — without the cost of a full-time capital team.
Capability Layers
Investor Intelligence™ is built on the same capability stack as our premium AI systems. Each layer below is live in production across the BobsWork platform.
Layers listed in canonical order · AI Brain, Memory, Rules, Workflow, Dashboard, Reporting
What Investor Intelligence Covers
Every Investor Intelligence deployment runs the full capital surface — from investor research and match scoring to warm-intro mapping, capital opportunity monitoring, and daily action center briefings.
Continuously scan and build profiles on VCs, angels, family offices, and strategic capital sources matching your stage, industry, and geo.
Multi-dimensional investor-opportunity scoring — stage, thesis fit, portfolio synergy, check size, geo, historical patterns — 0 to 100.
12-stage investor pipeline with communication history, meeting notes, warm-intro opportunities, and deadline management across the entire network.
See who knows whom. Map warm-intro paths through your existing network so every cold ask is replaced with a credible introduction.
Track grants, accelerators, pitch competitions, demo days, and economic development funds — with deadlines, eligibility, and readiness flags.
A continuously-updated 0–100 fundraising readiness score with a 6-dimension breakdown — so your team knows what to fix before the next investor meeting.
A prioritized briefing each morning — high-match investors, overdue follow-ups, deadline warnings, and the next move for every active thread.
Weekly executive reports on pipeline health, conversion, capital flow forecasting, and conversion-by-source — the institutional-grade reporting investors and boards expect.
Pricing & Access
Investor Intelligence™ is invitation or application only. Pricing is custom-scoped based on raise size, capital surface complexity, and the depth of pipeline coverage required. We do not publish a public price list.
No free trial · No self-serve signup · Reviewed by the BobsWork team
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 is not financial, legal, or securities advice and does not create an advisor relationship. 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. All enterprise scopes require a discovery call.
How It Works
Five steps from the day you apply to the day Investor Intelligence is operating across your fundraising pipeline. The entire flow is run by the BobsWork team — there is no self-serve path.
Submit your application with company, role, raise size, and the capital motion you're trying to operate.
Our team reviews every application within 2–3 business days and reaches out with next steps.
If approved, you'll receive an onboarding email with scope details and engagement terms.
A 45-minute onboarding call with our team to configure Investor Intelligence for your raise and pipeline posture.
Investor Intelligence goes live — the daily action center and pipeline CRM begin operating within your workflows.