ai-fundraising-concierge
AI-powered LP outreach engine for institutional fundraisers in the GCC and global markets.
Built by AgenThink — Kuwait City · ADGM Registered
What This Is
A single-file HTML agent that automates the most time-consuming parts of institutional fundraising:
- Generates a curated LP prospect list — sovereign wealth funds, family offices, pension funds, PE firms across the GCC — matched to your fund's strategy
- Researches each investor — mandate, AUM, AI/tech interest, fit score, contact person
- Drafts a unique personalised email for every LP — referencing their specific investment thesis, not a generic template
- Opens Gmail pre-filled — one click per LP, you review and send
No backend. No database. No API keys except Claude. One HTML file, runs in any browser.
Built For
- Fund managers raising capital from GCC institutional investors
- IR teams managing LP outreach pipelines
- Placement agents preparing personalised outreach at scale
- First-time fund managers approaching sovereign wealth funds and family offices
Example use case: Kuwait-based fund raising $100M for a US AI strategy — needs to approach 50+ GCC LPs with personalised, institutional-grade outreach without a full IR team.
Features
Step 1 — Fund Setup
Configure your fund profile once: name, strategy, target raise, differentiators, target LP types and geographies. This context is injected into every prospect and email generated.
Step 2 — AI Prospect Generation
Claude generates a curated list of 20–100 GCC institutional LP prospects with:
- Institution name, type, country, AUM
- AI/technology investment mandate and interest level
- Why they specifically fit your fund (fit reasoning)
- Fit score (1–5)
- Contact person title and suggested email address
- Minimum ticket size
- Recommended approach strategy
Step 3 — Personalised Email Drafting
For every selected LP, Claude drafts a unique outreach email that:
- References the investor's specific mandate and AI interest
- Is 160–220 words (institutional standard)
- Uses formal, non-hypey language appropriate for SWFs and family offices
- Has a single clear CTA (20-minute introductory call)
- Is fully editable inline before sending
Emails are auto-drafted in sequence. Each one is different — not a mail merge.
Step 4 — Send Queue
Review all drafted emails in a send queue with investor details, email addresses, and subject lines. Click "Open Gmail →" per LP — your email client opens pre-filled with the complete email. Review, personalise further if needed, send.
Powered By
| Component | Technology |
|---|---|
| AI Engine | Claude Sonnet (Anthropic) |
| Email Sending | mailto: links — opens Gmail, Outlook, Apple Mail |
| Frontend | Vanilla HTML + CSS + JavaScript |
| Dependencies | None — single file, no npm, no framework |
Quick Start
1. Download
git clone https://github.com/agenthinkai/ai-fundraising-concierge
Or download fundraising-concierge.html directly.
2. Open in Browser
open fundraising-concierge.html
No server required. Open directly in Chrome, Safari, Firefox, or Edge.
3. Configure Your Fund
Fill in the Fund Setup form:
- Fund name and GP entity
- Headquarters and target raise
- Strategy and key differentiators
- Target LP types (SWF, Family Office, PE, VC, Pension)
- Target geographies (Kuwait, UAE, Saudi Arabia, Qatar, Bahrain)
4. Generate Prospects
Select how many prospects (20–100) and click Generate LP Prospect List. Claude returns a curated, scored list of institutional investors matched to your fund in approximately 15–30 seconds.
5. Select and Draft
Click prospects to select them (30–60 recommended for a first batch). Click Draft Emails for Selected — Claude auto-drafts a personalised email for every LP in sequence.
6. Review and Send
Review each email in the draft workspace. Edit inline if needed. Click Open Gmail → — your email client opens pre-filled with subject, recipient, and body ready to send.
Important Notes on Contact Data
Email Addresses
The contact emails generated by Claude are plausible but synthetic — AI-generated based on known institutional naming conventions (e.g. investments@kia.gov.kw). They are not verified live contact data.
Before sending, always:
- Verify the email address through the institution's official website
- Cross-reference with LinkedIn for the correct contact person
- Use Apollo.io, ZoomInfo, or Pitchbook for verified contact data if available
Sending to unverified addresses risks bounces. In the GCC institutional context, a misaddressed email to a sovereign wealth fund can damage your credibility.
Data Sources
Prospect data (AUM, mandates, investment focus) is based on Claude's training knowledge of GCC institutional investors as of early 2025. Mandate details and allocation priorities change — verify against the latest public statements and annual reports before outreach.
Architecture
fundraising-concierge.html
├── Step 1: Fund Setup Form
│ └── Collects fund context, LP type filters, geography filters
├── Step 2: Prospect Generation
│ └── Claude API → JSON array of LP objects → rendered as cards
├── Step 3: Email Drafting
│ └── Per-LP Claude API calls → editable email drafts
└── Step 4: Send Queue
└── mailto: links → Gmail / Outlook / Apple Mail
All state is held in memory. No data is persisted between sessions. No data is sent anywhere except the Anthropic API.
Pricing This Tool
If you are an IR advisor or AI consultant deploying this for fund manager clients:
| Engagement Type | Suggested Pricing |
|---|---|
| One-time software license | $15,000 – $25,000 |
| Monthly SaaS subscription | $2,500 – $4,000/month |
| Managed service (you run outreach) | $3,000 – $5,000 setup + $2,500/month retainer |
Note for Kuwait-based practitioners: Success fees on capital raising require a CMA (Capital Markets Authority) license. Do not charge placement-style success fees without proper licensing. AgenThink's ADGM entity may be used for properly licensed arrangements.
Limitations
| Limitation | Detail |
|---|---|
| Contact emails are synthetic | Must be verified before sending |
| No CRM integration | Pipeline state is lost on page refresh |
| No email tracking | Open rates and reply detection require email service integration |
| No LinkedIn automation | Intentional — automated LinkedIn outreach violates ToS |
| Rate limits | Claude API rate limits may slow batch drafting for 50+ LPs |
| GCC-focused | Prospect database strongest for Kuwait, UAE, Saudi Arabia, Qatar |
Roadmap
- Apollo.io integration for verified contact data
- CRM export (CSV / Airtable / HubSpot)
- Email open/reply tracking via SendGrid
- Persistent pipeline state
- Follow-up sequence scheduler
- Arabic language email drafting
- ADGM/DFSA regulatory compliance checker
About AgenThink
AgenThink builds institutional AI agents for GCC finance markets. Registered in ADGM, Abu Dhabi. Headquartered in Kuwait City.
Products:
- Fundraising Concierge — LP outreach automation
- Asset Allocation Intelligence — SWF-grade portfolio analytics
- VC Performance System — fund reporting and LP communications
Contact: agenthinkai.com
License
MIT License — free to use, modify, and deploy commercially.
Attribution appreciated: Built on AgenThink's Fundraising Concierge framework.
Disclaimer
This tool is for informational and operational purposes only. It does not constitute investment advice, placement agent services, or regulated financial services. Users are responsible for compliance with applicable regulations in their jurisdiction, including CMA (Kuwait), DFSA (Dubai), FSRA (Abu Dhabi), and CMA (Saudi Arabia) requirements for fundraising activities.
Contact emails and investor data generated by AI must be independently verified before use.
AgenThink · Kuwait City · ADGM · 2026