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Canvas
Google Docs
Exa
Hunter
Gmail

Investor Scouting & Outreach

Smart agent that finds relevant investors and drafts personalized outreach emails from your deck and founder profile.

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Daniel Freyby Daniel Frey

Workflow Steps

1
Initiate the export of the Canva pitch deck to PDF format.
Using: CANVA
Canvas
2
Retrieve the plain text content from the Google Doc memo.
Using: GOOGLEDOCS
Google Docs
3
Search for pre-seed investors who support solo founders and use SAFE instruments.
Using: EXA
Exa
4
Check the status of the Canva export job initiated in step 1.
Using: CANVA
Canvas
5
Process each investor found: find partner emails and draft personalized outreach.
Using: HUNTER, GMAIL
Hunter
Gmail

About This Template

This FiveTimesFaster template automates the whole investor scouting and outreach loop: - Reads your pitch deck + your founder profile (and any relevant context you provide) - Finds investors that match your company and stage - Identifies the key decision makers at each firm (the right partners and principals) - Pulls their emails - Mirrors your email writing style and generates a focused, tailored message for each investor

How to Use This Template

  1. Click "Use This Template" to open the template in your workspace
  2. Our AI will ask you questions to customize the workflow for your needs
  3. Connect the required integrations (Canvas, Google Docs, Exa, etc.)
  4. Review and activate your customized workflow

Required Integrations

CanvasCanvas
Google DocsGoogle Docs
ExaExa
HunterHunter
GmailGmail

Created by

Daniel Frey
Daniel Frey
Template Creator

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