AI Tools and Systems for Founders and Investors: Forum Replay
Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors
Founders, capital raisers and investors who want practical ways to use AI for pitching, deal screening and team workflows.
In their words
"Every investor wants you to have these things. If you don't have these things, you're just dragging anchors behind you."
"Deals get done when people are up the trust curve on you, your industry, or the exact opportunity at hand."
"The more context, the more rich the context, typically the more nuanced, dialed-in answer you're going to get."
Summary
A one-line pitch, a one-minute founder video, a 10 to 15 page deck and a list of 30 investor questions with answers are the basics Richard C. Richard says most capital raisers still lack. He shows how Clara, an AI agent from Family Office Club, helps build them. He also shows how Dewey screens incoming deals by email in two to four minutes.
The second half describes three levels of AI use. Level one is chatting with a tool, level two is specialized tools, and level three is a shared platform for a whole team. Richard describes building one Claude Cowork project per role, called an intelligence center, with five to seven main uses each. Audience questions cover trust, early-stage raising and event locations.
Key facts
- Family Office Club offers 50 AI tools as custom GPTs and agents in its member portal.
- Richard says a due diligence questionnaire should have the top 30 questions investors should ask, and he suggests generating 35 so you can keep 30.
- Dewey returns a written analysis of an emailed deal in two to four minutes.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Talk to a securities attorney to explore options around investor materials review, investor protection terms and offering documents. Do not use AI to write your own legal agreements.
Five points worth keeping
- Context matters as much as prompts. Richard says context engineering is two to three times as important as prompt engineering. The AI should know who you are, your goals, your numbers, and what you always or never want it to do.
- Three levels of AI use. Most people stay at level one and chat with a tool like a search engine. Level two is specialized tools. Level three is a platform that gives a whole team rich context.
- Basics investors expect from you. The list starts with a unique position, then a one-line pitch, a founder video of about a minute, a one-page pitch and a short deck. A due diligence questionnaire comes last. Richard says most people raising capital miss several of these.
- Write your own investor questions. Richard suggests asking Clara to write 35 questions and answers from your pitch materials, then keeping 30. Many raisers have their partners or a securities attorney look them over before sharing them with investors.
- One intelligence center per role. Instead of many tools per person, each role gets one Cowork project with five to seven main uses. Ask how the person uses AI now, how they wish they could, and which tasks need accuracy or are repetitive.
- 1Ask how the role uses AI now
- 2Ask how they wish they could
- 3Find tasks needing accuracy or repetition
- 4Turn answers into five to seven options
- 5Connect Gmail, Calendar and Fireflies
Related questions
- What are the best AI-powered CRM tools for fundraising?There is no single best one.
- How can AI speed up my investor due diligence preparation?Give AI your pitch deck and any emails where you already answered investor questions.
- What ChatGPT prompts work best for writing a pitch deck?The best ChatGPT prompts for a pitch deck are specific ones.
Questions about this video
What is the difference between prompt engineering and context engineering?
Prompt engineering is how you word a request. Context engineering means the AI knows who you are, your priorities, goals, KPIs and past work before it answers. Richard says it is two to three times as important.
How long should a founder pitch video be?
Richard recommends a minute to 90 seconds, and three minutes at the very most. It should state your one-liner and show something visual, such as a manufacturing floor or a medical device.
How can someone without a track record or large team approach family offices?
Richard suggests meeting in person, taking a very focused position and giving the investor added comfort. Many sponsors talk to a securities attorney about how to structure that. He also suggests approaching people who made money in your niche or are local to you.
Put this into practice with the one-liner builder. See all ai for capital raising resources.
