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Multi-agentBusiness Strategy & PlanningAdvancedFree

Fundraising Strategy & Pitch System.

4 agents, 4 deliverables.

Create a complete business strategy & planning strategy with clear recommendations, execution steps, and success metrics.

WORKFLOW META
Agents4
Total tokens (avg)~500
Run time12 min
AI toolChatGPT · Claude · Gemini
Variables4
DifficultyAdvanced
CategoryBusiness Strategy & Planning
SEQUENCE MAP · CLICK TO JUMP
· 01 ·
Investor Targeting Agent
· 02 ·
Pitch Narrative Architect
· 03 ·
Financial Story Teller
· 04 ·
Due Diligence Preparer
USE CASE INPUTS

Set the workflow's inputs once.

These variables feed into every agent prompt below. Fill them once, then copy each agent in order.

{{business_stage}}
Business stage
Business stage
Fundraising Strategy & Pitch System example context
{{funding_amount_sought}}
Funding amount sought
Funding amount sought
Fundraising Strategy & Pitch System example context
{{traction_to_date}}
Traction to date
Traction to date
2026-06-30
{{use_of_funds}}
Use of funds
Use of funds
Fundraising Strategy & Pitch System example context
THE AGENTS

The 4-step sequence.

01
AGENT · INVESTOR TARGETING

Investor Targeting Agent

GOAL OF THIS STEP

Define the ideal investor profile for this raise: the fund stage match, typical check size, sector focus, geographic preference, and key decision criteria. Identify 3 types of investors to target (lead, follow-on, angels) and for each type: 5 specific names/firms in India, their portfolio signals, and the warm intro approach.

EXPECTED OUTPUT

Investor profile + 3 investor types with 5 names each + warm intro strategy per type

agent-01-investor-targeting-agent.md
### Input
Stage, funding amount, traction

### Task
Define the ideal investor profile for this raise: the fund stage match, typical check size, sector focus, geographic preference, and key decision criteria. Identify 3 types of investors to target (lead, follow-on, angels) and for each type: 5 specific names/firms in India, their portfolio signals, and the warm intro approach.

### Output
Investor profile + 3 investor types with 5 names each + warm intro strategy per type
02
AGENT · PITCH NARRATIVE

Pitch Narrative Architect

03
AGENT · FINANCIAL STORY

Financial Story Teller

04
AGENT · DUE DILIGENCE

Due Diligence Preparer

HOW TO RUN

Three steps. 12 min.

STEP 01

Fill in the variables at the top. Copy them into a note or your tool's context window — every agent below uses them.

STEP 02

In your AI tool, paste Agent 1 and run it. Copy the output. Paste Agent 2 with the output appended. Repeat in order for all 4 agents.

STEP 03

At the final agent, review and refine. It outputs your finished deliverable, ready to publish or hand off.

WHAT YOU GET

The final output, end-to-end.

Investor Targeting Agent

Investor profile + 3 investor types with 5 names each + warm intro strategy per type

Pitch Narrative Architect

5-section pitch narrative (3 bullets each): Problem + Market + Solution + Traction + Ask

Financial Story Teller

Financial narrative: unit economics story + 18-month projection + key assumptions + investor challenge prep

Due Diligence Preparer

10 hardest investor questions with answers + red flag handling + data room checklist (10 items)

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