Finance
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Investor Prep Agent

Your live AI agent in board and investor calls, the Investor Prep Agent surfaces the exact metrics, benchmarks, and prior commitments your CFO needs the moment a question lands. No scrambling for slides or pulling up dashboards mid-call — it listens for financial topics and speaks when called upon, pulling from your latest board deck and data room. Real-time AI for the calls where accuracy matters most.

Investor RelationsBoard PrepCFOData Retrieval

What this agent does

  • Pull current KPIs and financials when asked live during the call
  • Flag when a commitment from a prior board meeting is referenced
  • Surface benchmark comparisons when questions about market position arise
  • Track open investor questions and flag when they go unanswered
  • Post a structured follow-up summary to Notion when the call ends

Connected data sources

Google DriveNotionAirtable

Best for

  • CFOs on investor calls and fundraising meetings
  • Finance leads presenting in board sessions
  • Founders in Series A/B investor discovery calls
  • VP Finance in quarterly board reviews

Deploy this agent

Launch the Investor Prep Agent in your Google Meet calls in minutes. No engineering required.

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