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Agentic Fundraising

Get your personal AI assistant throughout your entire fundraising round: from finding investors to a finished pitch deck

What is Agentic Fundraising?

Agentic Fundraising is part of our Fundraising package and is powered by Tia, your integrated AI agent. Once your Tia subscription is active, you'll find the Fundraise Agent on the platform under Fundraise → Fundraise Agent.

See all packages here.

What Tia can do for you

  • ✅ Find and prioritize investors — through the integrated Dealroom access
  • ✅ Add investor leads to your pipeline
  • ✅ Draft and send outreach emails — including a warm-intro check
  • ✅ Generate a pitch deck — built on best practices and your individual startup data
  • ✅ Create private offers
  • ✅ Set up vesting plans automatically
  • ✅ Answer platform questions
  • ✅ Summarize the status of your round

How do I use Agentic Fundraising?

You have two ways to use it — both run on the same engine and the same data:

1. Chat with Tia

Tia knows your platform data, your company profile, and how everything works. You'll find her directly on the platform via the chat icon in the bottom right corner — no setup required. A few examples of what you can ask Tia:

  • "Find suitable investors for my round"
  • "Summarize my fundraising activity"
  • "Create a private offer"
  • "Set up an ESOP for a new employee"

2. Connect Tia to your AI client (MCP)

Use Tia from Claude, ChatGPT, or any other MCP-compatible client — for document uploads, pitch deck creation, Gmail drafts, and your own automations. 

Tia's toolkit

Tia comes with 13 core tools and 8 slash commands, available to you both in the platform chat and via the MCP connection.

Core tools: Find investors · Create lead · Create private offer · Create employee participation plan · List employee participation plans · List leads · List public fundraising investments · Send employee participation plan invitation emails · Create or update company profile · Read company profile · List documents · List bank accounts · List private offers

Slash commands (available in Claude in Chat and Cowork — not in Code mode):

  • /company-description — Create and maintain your company profile (company.md)
  • /draft-investor-message — Draft personalized investor outreach
  • /fundraising-summary — Summarize your current fundraising activity
  • /leads-create — Add investors to your lead pipeline
  • /create-html-pitch-deck — Generate a standalone HTML pitch deck
  • /employee-participation-create — Create vesting plans and send invitations
  • /investor-fit — Prioritize a Dealroom shortlist of suitable investors
  • /private-offer-create — Create private offers with a confirmation gate

Good to know

  • Agentic Fundraising does not support the digital acceptance of investments.
  • This is a self-onboarding feature without customer support.
  • Your API key is tied to your active Tia subscription and is verified with every request.