Processes/fundraising — raising money and managing equityfundraising

Raise pre-seed (SAFEs) — fundraising processRaise pre-seed (SAFEs)

very complexpartially automatable🔁 when it happens⏳ has async waits

Execute a pre-seed fundraise using Y Combinator SAFE notes, including document preparation, investor outreach, and closing.

System can draft SAFEs, track investor pipeline, send follow-ups, and manage documents. Negotiations and meetings are person-routed.

Current agent ceiling

An agent can run 7 of 9 steps — 5 of them behind a human approval gate ⏸

⚡ Closable with today’s market (1 — via Browser Automation for Agents): File Form D with SEC (computer-use candidate — a browser agent can drive this deterministic web flow)

Irreducibly human (1): Conduct investor meetings (needs a human)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

runs in parallel · 2

01Prepare SAFE documents

agent

Clerky37 ↗⏸ approval gatehigh risk

or:Ironclad37·Docusign37

02Create investor pipeline tracker

agent

Notion59

or:Linear56·monday.com52

1 API call

POST /v1/databases

03Draft outreach emails

agent

Gmail⏸ approval gatemedium risk

1 API call

gmail.users.drafts.create

04Conduct investor meetings

human

⏳ async

05Send SAFEs for signature

agent

Docusign37 ↗⏸ approval gatehigh risk

or:Clerky37·Ironclad37

1 API call

POST /v2.1/accounts/{id}/envelopes

06Verify wire transfers received

agent

Mercury76 ↗

or:Ramp44·Brex42

1 API call

GET /api/v1/accounts/{id}/transactions

07Update cap table

agent

Carta36 ↗⏸ approval gatehigh risk

or:Cake Equity22·Ledgy12

1 API call

POST /v1/securities

08File Form D with SEC

manual form

SEC⏸ approval gatehigh riskdo it yourself: SEC EDGAR online forms ↗

1 API call

EDGAR online filing(manual)

⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation

09Send closing confirmation

agent

Gmail⏸ approval gatemedium risk

1 API call

gmail.users.messages.send

Context the agent needs first: fundraise target amount (from the founder) · fundraise valuation cap (from the founder) · fundraise safe type (from the founder) · company pitch deck (from the founder) · accounts.list