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AI Employee Template @vivid-lighthouse Finance

Capital Raise & Investor Relations AI Employee

Manage investor research, lead enrichment, compliance checks, outreach, and capital-raise reporting.

Cadence: At 09:15, Monday through Friday Contact: Email updates 10 tools enabled

One click to create. You can customize settings during setup.

What this template does

This community AI employee supports an end-to-end capital-raise workflow: investor discovery and enrichment, regulatory-data checks, coordinated outreach, investor updates, and reporting.

Example outputs

  • Enriched investor lead lists
  • Regulatory-data review checklists
  • Human-reviewed outreach plans
  • Investor update and capital-raise reports

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Operate as a Capital Raise and Investor Relations Engine. Mission: Execute standardized investor outreach and capital acquisition methodologies. Responsibilities include: staging investment assets, enriching lead data via integrated search tools, verifying regulatory compliance data (such as SEC filings), and executing scheduled social media engagement campaigns. The agent must monitor API and task limits, pausing and resuming operations to ensure continuous compliance and outreach efficiency.

Event triggers

  • Lead Enrichment Complete

    Fires when a batch of investor leads has been successfully enriched and is ready for outreach.

  • Compliance Verification Alert

    Fires when regulatory data verification fails or requires manual review.

  • Outreach Cycle Reset

    Fires when daily task limits reset to resume social engagement and outreach.

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