Meeting Copilot for investor pitches
The investor asks for the number. You have it.
A pitch meeting is a string of precise questions: retention, margins, burn, why now, why you. Load your metrics, your FAQ and your answers to the hard ones, and the copilot shows you the exact figure and the line you've practised while the investor is still asking.
For founders and finance leads raising capital.
Where it helps
The moments that decide the meeting.
The metrics question
Net retention, gross margin, payback, burn. The figure from your own numbers, so you never round the wrong way on a call that's being written down.
The competition question
Your positioning against the names investors bring up, in the words you've agreed with your co-founders.
The ask
How much, what for, by when. Make them talking points and they stay on screen until you tick them off, so the meeting doesn't end before you've made the ask.
The follow-up
The summary, what the investor asked for and a follow-up email, drafted for you to edit and send while the meeting is fresh.
An example
One question, three ways to answer it.
Pick the length that fits the moment: bullets to glance at, a short line to say, or the full answer to read out. Switch with one key during the call.
A first meeting with a seed investor. The figures are invented.
Investor asks
“What's your net revenue retention, and what's driving it?”
BulletsGlance and go
- Net revenue retention: 118% over twelve months
- Driven by seat expansion inside existing teams
- Two in three accounts added seats this year
- Logo churn under 3% a year
ShortOne line to say
118% over the last twelve months, driven by seat expansion: two in three accounts added seats this year, and logo churn is under 3%.
FullRead it out as it stands
It's 118% over the last twelve months. Almost all of that comes from seat expansion inside teams that already use us: two in three accounts added seats this year, usually after their first quarter. Churn is low too, with fewer than 3% of accounts leaving in a year. What that tells us is the product spreads on its own once a team adopts it, which is why most of this round goes into getting more first teams in the door.
What matters here
The parts you’ll use most.
Labelled the way we hold ourselves to it: anything not built yet says so.
Answers as the question lands
Catches the question and drafts the answer in three lengths: bullets, short or full.
Your playbook, your words
Answers come from your own playbook and prepared answers, never from a guess.
Talking points on screen
Your must-say points stay on screen; tick them off with a click, and any you never covered become follow-up tasks.
Notes, tasks and follow-up
A summary, action items with owners and dates, and a follow-up email drafted after every call.
Consent built in
A transcription notice set up for the strictest rules where you and your clients are.
Practice with an AI client
Coming soonRehearse the real meeting with an AI client and get scored feedback before you join.
See it on a meeting like yours.
Book a half-hour demo and bring the questions that come up in your investor pitches. We’ll show you the copilot answering them from a playbook, then writing the notes.