← Tuesday's Code

How Teams Close Funding Rounds 👥

Different roles, same investor data, faster closes

August 20, 2025
💼 Fundraising👥 4 Roles⚡ Real Workflows

Same automation. Four different workflows.

Tuesday you saw the code. Today you see how founders, CFOs, IR leads, and strategists each use it differently to close rounds faster.

Team Workflows

🚀

CEO / Founder

6 hours/day → 45 min/day on outreach

88%
Faster

Before

Manually research 200 VCs (10 hours/week)
Write custom emails one by one (3 min each)
Track responses in spreadsheet (constant context switching)

After

AI scores 2,000 investors by fit (5 min setup)
Review top 50 with personalized drafts (30 min)
Auto-send, track opens, get alerts on replies (automated)
🎯AI Scoring5 min👀Review Top 5030 min📧Auto-SendInstant📊Track RepliesAutomated
Volume
50 personalized emails vs 10 before
Saved
5.25 hours/day freed for product & team
Quality
43% reply rate vs 12% manual outreach
Outcome
5x investor volume without burnout

"I went from writing emails to closing deals. That's what founders should do."

— Founder, Series A SaaS

How Roles Work Together Through the System

The automation doesn't just make individuals faster—it makes the whole team close rounds together.

🚨

Closing a Series A with 3 target investors

🎯
Strategy Lead
Day 1, 10 min
AI scores 2,000 VCs, identifies top 50 matches
🚀
CEO
Day 1, 45 min
Reviews top 50, selects 20 for outreach, approves AI drafts
💰
CFO
Day 2, 1 hour
AI pulls live metrics, generates investor deck with current ARR/burn
📊
IR Lead
Day 3-7
Sends emails via AI, logs responses, schedules 8 meetings
🚀
CEO
Week 2
Takes 8 meetings, 3 request follow-ups, IR auto-sends updates
💰
CFO
Week 3
Updates deck with Q2 numbers, AI regenerates 3 investor-specific versions
💡

Term sheets from 2 investors by Week 4. Team spent 12 hours total vs 80 hours manual.

Practice-Wide Impact

MetricBeforeAfterImprovement
Investors Reached50 per round200 per round
4x volume
Reply Rate12% (generic emails)43% (AI-personalized)
3.6x engagement
Time to Close6 months average3.5 months average
42% faster
Team Hours/Week49 hours (all roles)9 hours (all roles)
82% time saved

Getting Your Team On Board

⚠️
Fear

CEO: 'AI emails will sound robotic, hurt our brand'

💡
Response

Run A/B test: manual vs AI emails. Show 43% reply rate (AI) vs 12% (manual). AI learns your voice from past emails.

✅
Result

CEO sees data, realizes AI writes better than tired 11pm emails. Adopts immediately.

⚠️
Fear

CFO: 'What if AI pulls wrong metrics and we look stupid?'

💡
Response

AI shows data sources + last updated timestamp. CFO reviews before sending. 2-week parallel run shows zero errors.

✅
Result

CFO trusts system after seeing accuracy. Now uses for board decks too.

⚠️
Fear

IR Lead: 'I'll lose my job if AI does investor relations'

💡
Response

Show time breakdown: 80% admin (AI handles) vs 20% strategy (human does). IR lead becomes strategic advisor, not email sender.

✅
Result

IR lead promoted to VP after closing 2x more investors. AI freed them for high-value work.

⚠️
Fear

Strategy: 'AI can't understand nuanced investor fit'

💡
Response

AI scores on 47 data points (portfolio, stage, geography, thesis). Human reviews top 50, makes final call. Best of both.

✅
Result

Strategy lead finds investors they'd never discover manually. AI augments, doesn't replace.

⚠️
Fear

Team: 'This costs too much upfront'

💡
Response

Calculate ROI: 40 hours/week saved × $100/hour = $4,000/week = $16,000/month saved. Tool costs $500/month. 32x ROI.

✅
Result

CFO approves immediately after seeing math. Pays for itself in 4 days.

💼

Want This for Your Round?

We'll show your team exactly how each role uses it. Custom demos for founders, CFOs, and IR leads.