Raise Agent
From Answer Engine to
Fundraising Chief of Staff
Prepare for and learn from every investor meeting
Richard learns your raise, your thesis, your pipeline, your network, your outreach, then puts it to work. Ask a question and get an answer sourced from your own data. Hand it a task and it plans the work, confirms it with you, then runs it across Metal.
Choose your mode
Agent Mode
Ask Mode
Agent Capabilities
Investor Identification & Research
Agent identifies, qualifies, and ranks investors using proprietary intelligence, or runs deeper research on demand, following your prompt instructions.
Surface Warm Intro Paths
Draft Intro Requests
Analyze Pipeline
How it Works
The work founders used to stitch together across hours, qualifying, tagging, pipeline building, intro mapping, drafting, handed to Richard as a single task.
01
Describe the task
Provide instructions in natural language. Agent proposes step-by-step execution workflow options from discovering or researching investors to landing meetings and you pick how far to go.
02
Confirm the workflow
03
Configure each step
04
Review the plan
05
Agent executes
Testimonials
Max Ade
Founder/CEO - Pickleheads
"We've saved significant time and effort by using Metal to identify well-suited investors with a clear path to introductions, helping us prioritize our outreach."
Prior Investment
$750 K
Investors
Frequently Asked Questions (FAQs)
Can Agent Mode change things in my account without asking?
What happens if a step fails or hits something ambiguous?
Does Agent Mode send emails on my behalf?
Where do past agent runs live?
What happened to the old Agent modes that provvided useful guidance?
Choose your mode
Agent Mode
Ask Mode
Agent Capabilities
Investor Identification & Research
Agent identifies, qualifies, and ranks investors using proprietary intelligence, or runs deeper research on demand, following your prompt instructions.
Surface Warm Intro Paths
Draft Intro Requests
Analyze Pipeline
How it Works
The work founders used to stitch together across hours, qualifying, tagging, pipeline building, intro mapping, drafting, handed to Richard as a single task.
01
Describe the task
Plain language, one message. If your ask is open-ended, Richard offers workflow options, from discovery only, all the way through to landing a meeting and you pick how far to go.
02
Confirm the workflow
03
Configure each step
04
Review the plan
05
Eligibility Assessment
Testimonials
Max Ade
Founder/CEO - Pickleheads
"We've saved significant time and effort by using Metal to identify well-suited investors with a clear path to introductions, helping us prioritize our outreach."
Prior Investment
$750 K
Investors
Frequently Asked Questions (FAQs)
Can Agent Mode change things in my account without asking?
What happens if a step fails or hits something ambiguous?
Does Agent Mode send emails on my behalf?
Where do past agent runs live?
What happened to the old Richard modes?
Choose your mode
Agent Mode
Ask Mode
Agent Capabilities
Investor Identification & Research
Agent identifies, qualifies, and ranks investors using proprietary intelligence, or runs deeper research on demand, following your prompt instructions.
Surface Warm Intro Paths
Draft Intro Requests
Analyze Pipeline
How it Works
The work founders used to stitch together across hours, qualifying, tagging, pipeline building, intro mapping, drafting, handed to Richard as a single task.
01
Describe the task
Plain language, one message. If your ask is open-ended, Richard offers workflow options, from discovery only, all the way through to landing a meeting and you pick how far to go.
02
Confirm the workflow
03
Configure each step
04
Review the plan
05
Eligibility Assessment
Testimonials
Max Ade
Founder/CEO - Pickleheads
"We've saved significant time and effort by using Metal to identify well-suited investors with a clear path to introductions, helping us prioritize our outreach."
Prior Investment
$750 K
Investors
Frequently Asked Questions (FAQs)
Can Agent Mode change things in my account without asking?
What happens if a step fails or hits something ambiguous?
Does Agent Mode send emails on my behalf?
Where do past agent runs live?
What happened to the old Richard modes?
Fundraising MCP, wherever you work.
Connect Richard to the AI tools you already work in, and bring your fundraise with you.
Fundraising Context
Bring your pipeline, network, and outreach data into chats with Claude or ChatGPT, without switching tabs
Built for agent-driven workflows.
Agents can act on your fundraising data, not just read it.
Secure, revocable access.
connect with an access key you control, revocable anytime.
