AI workforce for Investor Relations

AI agents for Investor Relations teams

Actionist is an AI automation tool whose AI agents for investor relations teams operate your apps. From pulling Stripe and Xero numbers by hand, to KPI packs and updates drafted for your review.

Founders and IR leads get back the hours lost to KPI compiling, investor-inbox triage, and deck formatting.

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Your AI workforce

22 hrssaved on avg per person / month

$1,870avg saved per person / month

28avg scheduled jobs a week

Operates your stackActionist App Store

How it works

AI Employees for Investor Relations in 4 simple steps

Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.

Where you spend your time

Why Investor Relations teams switch

We know how your week actually goes

What matters to you

Updates that ship on time
Investor updates land in your inbox on schedule instead of getting bumped for another fire drill.
KPI packs without the pull
Monthly numbers assemble themselves from Stripe, Xero, and your CRM, not a spreadsheet you rebuild every time.
A pipeline that reflects reality
Every investor conversation stays logged with its stage and next step, so you know exactly who to follow up with.
A data room that's always ready
Diligence documents stay current and organized, so a request never turns into a scramble.
An inbox that answers itself first
Routine investor questions get a drafted reply waiting for your review, not a task that sits for days.
Spend hours with investors, not on decks
Put your time into the calls and the relationships, not pulling numbers into a deck the night before.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Investor Relations team's day.

The problem

Where the hours go

The monthly investor update slips because pulling the numbers and writing the narrative always loses to whatever's on fire that week.
An agent drafts the update from your live metrics and last month's format, ready for you to add the color and send.
KPI packs mean logging into Stripe, Xero, and the CRM separately and re-typing the same numbers into a deck every month.
An agent pulls the numbers from every source system on schedule and assembles the pack, leaving the story to you.
Investor emails asking for the same cap table detail or the latest ARR number sit unanswered for days because there's no time to dig it up.
An agent drafts the answer from your data room and metrics and queues it for your approval before it sends.
A diligence request means hunting through old folders for the one document a VC associate asked for an hour ago.
An agent keeps the data room organized and current, so a request gets answered in minutes, not an afternoon-long search.

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·On the first business day of each month

Trigger

Step 1

Actionist

Month-end schedule fires for the investor update

read

Step 2

Stripe

Pull the month's revenue, churn, and new business numbers

read

Step 3

Xero

Pull burn, cash position, and runway from the accounting system

write

Step 4

Google Docs

Assemble the update and draft the narrative of what happened and why

Confirmation

Step 5

Human

You add the color, the asks, and approve the update

write

Step 6

Gmail

Send the approved update to the investor distribution list

Saved per run

~4 hrs

Runs / week

~1×

The monthly update ships on time instead of slipping to week two

A week in the life

A week with your Investor Relations agents

28Scheduled jobs

6Agents at work

24/7Always on

Agents

Mon–Wed

Mon

Tue

Wed

10a

11a

12p

Apps

Some of the apps for your Investor Relations team

View Actionist App Store

Some of the investor-relations apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenAn investor replies to the monthly updatefires within about a minute

The agent automatically

When an investor replies to the update, the agent reads the message within about a minute, drafts a response if it's a routine question (a metric, a cap table detail, a scheduling ask), and queues it for your approval, so investor threads don't sit unanswered while you're heads-down.

Receives this trigger from

Gmail Slack

What it automates

Use cases for this team

The investor inbox triaged before you open it
An agent reads every new investor email, drafts a reply to the routine questions, a metric, a cap table detail, a scheduling ask, and flags anything that genuinely needs your voice. You open the inbox to decisions, not a wall of unread threads.

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Investor Relations
150 min / week
Building the KPI pack
Logging into Stripe, Xero, and the CRM separately, copying the numbers into a spreadsheet, and formatting the slide by hand every month.
Investor Relations Agent
0 min
Agent assembles the pack from source systems
An agent pulls the numbers from every connected source on schedule and drafts the KPI slide, leaving the commentary to you.
Investor Relations
120 min / week
Writing the investor update
Starting the monthly update from a blank doc, re-checking last month's numbers, and writing the narrative from scratch.
Investor Relations Agent
0 min
Agent drafts it from your metrics and last month's format
An agent drafts the update from your live numbers and the previous month's structure, so you edit and send instead of starting cold.
Investor Relations
90 min / week
Keeping the fundraising pipeline current
Updating investor CRM stages and logging notes happens whenever there's a spare ten minutes, so it's usually a week behind.
Investor Relations Agent
0 min
Agent logs stage and next-step updates for approval
An agent drafts the CRM update and the next follow-up from the call notes and queues it for a quick confirm.
Investor Relations
75 min / week
Answering a diligence request
Digging through old folders and past emails to find the one document a VC associate is asking for, then re-sending it by hand.
Investor Relations Agent
0 min
Agent finds it in the data room and replies
An agent keeps the data room indexed and current, finds the requested document, and drafts the reply for you to send.
Investor Relations
60 min / week
Tracking comparable-company news
Checking a handful of competitor and comp sites and funding trackers by hand to see what changed since last time.
Investor Relations Agent
0 min
Agent watches and digests what moved
An agent checks the comps and funding trackers on a schedule and posts only the real moves, so your narrative stays current.

+ 100s of other automations

Average monthly

20 hrs / person / month

ROI

What that's worth

Calculator

Calculate what your team saves

Team size

3 people

Hourly rate

$85 / hr

Hours saved / week

Hours saved / year

750

Annual ROI

$63,750

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
Try the demo
Step 2
Actionist Auto
Optional
- Watches you work
- Creates your agents, workflows and schedules
Get the extension
Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
Browse the App Store
Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent that touches your investor update, your data room, and your inbox only earns its place if you stay in control of every word that goes out. Actionist is built so you decide what ships, see everything it did, and own the data behind it.

You approve what goes to investors

By default the agent drafts the update, the reply, and the KPI pack and waits. Nothing reaches an investor's inbox until you send it, and you widen autonomy only where it has consistently gotten it right.

Destructive actions always ask

Anything that changes a data room permission, deletes a document, or sends externally stops for explicit approval, no matter how much autonomy you've granted elsewhere.

A full audit trail

Every number it pulled and every draft it wrote is logged, so you can always see exactly what the agent read and why a figure landed where it did.

Your data stays yours

Financial data, cap table details, and investor communications are encrypted, never used to train models, and can be self-hosted on your own VPS if your investors require it.

Industries

This team, in your industry

The same agents, set up for the way a specific industry works, its tools, its tasks, and the language its customers use.

Industry-specific versions of this team are coming soon.

FAQ

Frequently asked questions

Will it send anything to an investor without me seeing it first?

Only if you choose to let it. By default the agent drafts the update, the KPI pack, and every investor reply, and queues them for your approval. Approval modes let you move from suggest, to ask each time, to guarded auto on the tasks you trust, and anything that sends to an investor always asks first for the ones you haven't explicitly widened.

What if our CRM, cap table tool, or accounting system has no API?

Because Actionist uses computer use in the cloud, it operates your investor CRM, accounting software, and data room the way you would, by reading the screen and taking action directly. That means it works with the older or bespoke tools that never had an integration, not just the ones with a public API.

Does my team need to be technical to set this up?

No. You describe your update format, your fundraising pipeline, and where your numbers live in plain English, and Actionist sets up the agent. Most founders have a KPI-pack agent and an inbox-triage agent running the same day, no code, no API keys, no IT ticket.

How do I get started?

Connect the systems your numbers live in, your accounting software, your CRM, your data room, describe your update format and your approval preferences, and the agent takes it from there. Start with one agent, the KPI pack or the inbox triage, and add the rest once you trust the first.

How do I build a custom AI agent for something specific to our fundraising process?

Every company's investor relationship is different. In Actionist you can build a custom AI agent for any investor-relations task your team repeats, from a bespoke LP reporting format to a specific diligence checklist tied to your round structure. Describe the steps and the apps and the agent takes it from there.

How quickly can I set Actionist up for investor relations?

Most founders start with a KPI-pack agent and an investor-inbox agent and have both running the same day. Connect your accounting system, your CRM, and your data room, describe your update format, and the agent is drafting within hours.

Where does our financial data and cap table live, and is it used to train AI?

Your data stays yours. Financial numbers, cap table details, and investor communications are encrypted, never used to train models, and every action the agent takes is logged so you can audit exactly what it read and did. If your investors require it, you can self-host on your own VPS.

How quickly does it pick up a new investor email or a booked call?

Triggered tasks poll on a short interval, so a new investor reply or a booked call is usually picked up within about a minute. Scheduled tasks like the KPI pack and the weekly pipeline report run at the times you set.

Which tools does this connect to?

Any app in the Actionist catalog you connect, including Affinity, Attio, HubSpot, or Pipedrive for your fundraising pipeline, Stripe, Xero, or QuickBooks Online for your numbers, DocSend or Dropbox for your data room, and Gmail or Slack for delivery. The agent reads and writes through those connections.

Explore more

Use Cases Teams Industries

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See an agent draft your investor update and KPI pack in one pass

Book a free demo and watch an Actionist agent pull your numbers, draft the update, and queue it for your approval, end to end.

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