Investor question desk
During a raise the same questions arrive from every investor, phrased differently each time. This agent keeps a cited answer for each one, drawn from your data room, metrics and past updates, and drafts a response when a new question comes in. You answer consistently instead of rewriting the same paragraph for each fund.
Step by step
Build the question list
We start from the questions you have already been asked and the ones your material invites, grouped by theme.
Point each question at a source
Every standing answer is tied to the document or figure it comes from, so it can be refreshed rather than rewritten.
Draft the standing answers
The agent writes an answer per question in your register, with the source attached, for you to correct once.
Match new questions to the list
When a question arrives, the agent finds the closest standing answer and adapts it, or says plainly that this one is new.
Log what went out
Each answered question is recorded against the investor and the date, so the next conversation starts from what they were already told.
You approve every reply
Nothing reaches an investor without your sign-off. The agent drafts into your mailbox and stops there.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelFounders in the middle of a raise, and finance leads handling investor diligence, who are answering overlapping questions from several funds at once.
Escalation
When it asks a personYou approve each reply before it is sent to an investor
Applications & Rights
Which tools it uses, and what it may do in each
Google DriveRead only
DropboxRead only
NotionRead only
GmailReadWrites 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 in the middle of a raise, and finance leads handling investor diligence, who are answering overlapping questions from several funds at once.
What you’ll need
- Data room and metrics documents connected
- An agreed list of standing questions
- A decision on what is never shared by agent
- The founder or finance lead as approver
What you get
- A maintained set of cited standing answers
- Draft replies to incoming investor questions
- A log of answers by investor and date
What it doesn’t do
It drafts answers; it does not negotiate, commit to terms or share documents. Anything marked restricted stays out of every draft, and the agent flags the request rather than working around the restriction.
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
What stops it sharing something confidential?
Two things: the sources you connect, and an exclusion list agreed in the co-build session. If a question touches an excluded area, the agent tells you rather than drafting an answer. Rights are set once and reviewed whenever the data room changes.
Can it handle a question we have never had?
It will say so, and offer the nearest related material rather than inventing an answer. New questions are the ones that deserve your attention, so surfacing them clearly beats a confident guess.
Does it work outside a raise?
Yes. The same desk answers existing investors between rounds, and the standing answers become the backbone of your quarterly update. Several teams keep it running permanently and refresh the sources each quarter.
Who keeps the answers current?
The agent refreshes anything tied to a live source and flags standing answers whose source has changed since you approved them. A person still confirms the change. We would rather you re-approve than have an old answer quietly update itself.