Case study · Capital Markets

Investor research that took 15 minutes now takes one.

Sourcing investors meant hours of manual LinkedIn research before a single email went out. Framworq built an always-on AI platform that finds, enriches and verifies the right investors and runs personalised outreach — continuously, and tracked on one dashboard.

Industry
Investment / capital raising
Function
Investor relations
Scope
AI sourcing + outreach platform
Executive summary

The 30-second version

A capital-raising firm was sourcing investors by hand — ~15 minutes of LinkedIn research per profile — before a single email went out. Framworq built an always-on AI platform that sources, enriches, verifies and reaches investors from one dashboard. Research dropped to 1 minute per profile (15× faster), one campaign run now replaces ~3 weeks of associate work, and outreach lands at 92% deliverability.

Challenge
Manual sourcing

Hours of LinkedIn research per investor, scattered spreadsheets, and mail-merges that bounced.

Solution
AI sourcing + outreach

One platform that finds, enriches, verifies and contacts the right investors per deal.

Key results
15× faster

Research per profile fell from 15 minutes to 1 — so the team keeps pace with the whole market.

Outcome
Weeks, in one run

One campaign replaces ~3 weeks of associate work, at 92% deliverability — and it runs continuously.

Client overview

Who we built this for

Details are anonymised at the client’s request — the profile below reflects the real engagement.

IndustryInvestment & capital markets
Business typeBoutique capital-raising firm
Department involvedInvestor Relations
Existing systemsLinkedIn, spreadsheets, email
Investor database7,968 profiles and growing
Project scopeCustom AI sourcing + outreach platform
The business challenge

Raising capital was gated by manual research

Every raise started with the same slow grind — and the outreach that followed rarely reached the inbox.

Hours of manual research

Each investor took ~15 minutes to research on LinkedIn — a hard ceiling on how many a small team could reach.

Spreadsheet juggling

Investors were reused across deals — but only by hand, flipping between sheets and checking back and forth, with no single source of truth.

Emails that bounced

Addresses were unverified, so a chunk of every send bounced — hurting deliverability and sender reputation.

No time to personalise

Drafting a tailored email for each investor took too long — and sending them one by one took even longer — so outreach either stayed generic or stalled.

No delivery metrics

The team tracked who’d been contacted and their pipeline stage by hand — but had no view of deliverability, bounces or engagement.

Couldn’t scale

More capital to raise meant more manual hours — the process simply didn’t scale with the pipeline.

Before · the manual workflow

Six manual steps for every investor

Every hand-off was done by a person — and the last step was mostly hope.

Search
Hunt LinkedIn for matching investors by hand.
Copy
Paste each investor’s details into a spreadsheet.
Research
Around 15 minutes reading each profile — the bottleneck.
List
Build the outreach list manually.
Send
Personalise by hand and send one email at a time.
Guess
No tracking — no idea what actually landed.
Objectives

What success needed to look like

We set the targets up front, so the build was measured against outcomes — not features.

Source at scale

Reach hundreds of relevant investors per deal, not the handful a manual team can manage.

Target: order-of-magnitude more reach

Cut research time

Replace 15 minutes of manual reading per investor with automated enrichment.

Target: minutes down to ~1

Guarantee email quality

Verify every address before sending so outreach reaches the inbox, not the bounce folder.

Target: high deliverability, low bounce

Personalise at scale

Tailor every message to the investor’s focus — without hand-writing each one.

Target: merge-tag personalisation

One system of record

A central investor database that’s reused and re-scored across every new raise.

Target: reuse, don’t re-scrape

Keep humans in control

Automate the busywork, but keep sending, approvals and edits with the team.

Target: full activity log
Solution overview

One platform, from investor to inbox

Framworq built a custom AI sourcing & outreach platform that sits between LinkedIn and the team’s inbox — discovering matching investors, enriching and scoring them, verifying emails, and running personalised campaigns.

It runs on tools the firm already trusted — orchestrated with n8n, enriched by AI, sent through Resend and verified with Hunter.io, with every investor stored in a reusable database. People stay in control of sending and approvals; the platform does the sourcing, research and tracking.

After · the automated workflow

The same investor, now fully on autopilot

Every step below runs automatically — a person only steps in to approve and send.

Source
AI finds investors that match the deal criteria.
Enrich
LinkedIn, company sites and web build a full profile.
Score
Each investor is ranked for relevance to the raise.
Verify
The email is verified before it is ever used.
Outreach
A personalised email is sent or scheduled.
Track
Deliverability and status update on one dashboard.
Solution breakdown

What’s inside the platform

Seven components working together — each one replacing a manual step.

Investor sourcing

Discovers investor profiles that match each deal’s sector, stage and geography — from a single brief.

Multi-source enrichment

Pulls from LinkedIn, company sites and the web to build sector focus, stage, mandate and an AI summary.

AI relevance scoring

Scores and reasons about each investor’s fit for the active deal, so the team works the best matches first.

Email verification

Every address is verified, with a finder as fallback — valid emails are flagged so bounces stay low.

Outreach & campaign engine

Compose, schedule and send personalised campaigns — with merge tags, sender identities and attachments.

Deliverability dashboard

Live funnel — sourced, contacted, deliverability, bounce — with a timestamped activity feed.

Reusable investor database

Every profile is stored and re-scored for the next raise — the platform gets smarter with each deal.

Implementation

Delivered in phases, shipped as it was built

Structured and iterative — the team used a working sourcing engine while the outreach module was still being built.

Phase 01

Discovery

Mapped the manual sourcing and outreach flow, the deal criteria and the tools already in use.

Phase 02

Sourcing engine

Built the sourcing pipeline, the investor database and run history — the foundation.

Phase 03

Outreach module

Added campaigns, the email composer, scheduling, sender identities and status tracking.

Phase 04

Intelligence & deliverability

Layered in deep enrichment, email verification and the unified sourcing + outreach dashboard.

Technology stack

A team of AI agents on a stack they already run

The platform runs as coordinated multi-agent AI over the tools the firm already used — LinkedIn, Google Sheets and Gmail — with everything tracked on one live dashboard.

Multi-agent AI

Specialised agents split the work — one sources, one enriches, one scores, one drafts — coordinating on every investor.

LinkedIn sourcing

Investor profiles are discovered and enriched from LinkedIn, matched to each deal’s focus and stage.

Google Sheets database

Every investor and campaign lives in Google Sheets — a reusable single source of truth across deals.

Gmail + live dashboard

Personalised outreach sends from the team’s own Gmail, tracked live on the sourcing & outreach dashboard.

Results & business impact

The same team, moving at a different speed

It runs continuously, so the totals keep climbing — but the durable win is speed.

15×
faster research — 15 minutes to 1 minute per profile
92%
email deliverability, with bounce held at 7%
7,968+
investor profiles sourced — and counting
1,341+
investors contacted — and counting
One campaign run replaces roughly three weeks of associate work — compressing the raise pipeline in a market where speed decides who wins the deal.

“This platform reshaped how we raise. We reach the right investors at a scale and speed we couldn’t touch before — it’s quickly become one of the most valuable tools we have.”

Head of Investor Relations
Boutique capital-raising firm
Key takeaways

Why it matters

3 weeks 1 run
One outreach campaign replaces about three weeks of associate time — the whole raise pipeline moves at a different speed.
15× faster
Investor research dropped from 15 minutes to 1 minute per profile, so the team reaches far more of the market with the same headcount.
92% delivered
Verifying every address before sending keeps outreach in the inbox, not the bounce folder — with data quality, the numbers follow.
Let’s build it

What could your team do 15× faster?

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