Investor CRM upkeep
An investor pipeline decays quietly. The conversations happen in email and on calls, and the record is updated weeks later or never. This agent reads the meetings and threads you point it at, drafts the record update for each fund, and shows you what changed before anything is written back.
Step by step
Map the record structure
We agree which fields matter, such as stage, last contact, next step and owner, and where the record lives.
Watch the agreed sources
The agent reads investor threads and meeting notes in the mailbox and drive you connect.
Draft the record update
For each fund it proposes the field changes and the note, quoting the message or note it drew them from.
Flag duplicates and drift
Funds entered twice, records with no owner and entries untouched since the last round are listed for a person to resolve.
Queue the changes for review
Proposed updates are grouped so you can accept them together rather than one at a time.
You approve before anything is written
Nothing changes in the record until you accept it. Rejected proposals are kept so the agent stops repeating them.
Exactly what this agent can see, touch and change
The same five controls sit behind every Askollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelFounders and chiefs of staff running a raise off a list that only they maintain, where the record is always behind the conversations.
Escalation
When it asks a personYou accept each proposed change before it is written to the investor record
Applications & Rights
Which tools it uses, and what it may do in each
GmailRead only
Google CalendarRead only
NotionRead only
Google DriveRead only
ZapierWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Founders and chiefs of staff running a raise off a list that only they maintain, where the record is always behind the conversations.
What you’ll need
- Mailbox and calendar connected
- The investor record reachable through your automation layer
- Agreed fields and stage definitions
- One owner who accepts changes
What you get
- Proposed record updates with the source quoted
- A duplicate and stale-record list
- A per-fund next-step list
What it doesn’t do
It writes only the fields you have agreed, and only after you accept. It does not decide a fund's stage for you, and where a conversation happened on a call with no notes, there is nothing for it to read.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
We do not use a formal CRM. Does it still work?
Yes. Plenty of raises run on a table in Notion or a sheet in the drive, and the agent updates those the same way. What matters is that the fields are agreed and the record has one home.
Will it write to our system without asking?
No. Every change is proposed and waits for a person. That gate is not optional on this agent, because a pipeline record that changes on its own is one nobody trusts.
How does it handle a fund we have talked to for years?
It reads the history you connect and summarises the relationship alongside the proposed update. Long relationships tend to produce the most useful notes, because the detail is scattered across many threads.
Can it cover angels and advisers as well as funds?
Yes, if they sit in the same record with the same fields. Some teams keep a separate list with a lighter set of fields and run the agent across both.