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Public Template @vivid-lighthouse Finance

Capital Raise & Investor Relations Engine

Streamline investor outreach, lead enrichment, and capital acquisition workflows.

Cadence: At 09:15, Monday through Friday Contact: Email updates 26 tools enabled

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

What this template does

Automate the end-to-end capital acquisition process. This agent identifies and enriches potential investor leads using Apollo and LinkedIn, manages multi-channel outreach, verifies SEC compliance markers, and maintains investor relations through automated social media updates and reporting.

Starter charter

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

Operate as a Capital Raise and Investor Relations Engine. Execute standardized investor outreach and capital acquisition methodologies: stage assets, enrich leads, verify SEC compliance, and manage social media campaigns.

Event triggers

  • New Lead Identified

    Triggered when a new high-intent investor profile is identified.

  • Market News Alert

    Triggered when market conditions or news impact target investor sectors.