# Build an investor list from this year’s deals. Funds, partners and a reason to write

An investor target list keeps the funds that back your sector and stage, with a recent deal to mention. With Agentik, your AI finds funds with Exa, recent rounds with Serper, reads each fund’s thesis with Firecrawl, finds partners with Leadsforge and their emails with Icypeas.

- For: Founders preparing a fundraise
- Providers: 5 (Exa, Serper, Firecrawl, Leadsforge and Icypeas), 5 tools
- Example (2 Exa searches, 3 news searches, 10 fund pages read, 30 partners, 20 emails found): at most $0.57, computed from the live catalog
- Updated: 2026-10-10

## Each provider does one part

No single provider covers this job. Through Agentik your AI calls each one for its part, from one connection and one prepaid balance.

- **Exa** (1 tool, at most $0.14): Funds that back your sector and stage, found by meaning.
- **Serper** (1 tool, at most $0.03): Recent rounds in your space and who led them.
- **Firecrawl** (1 tool, at most $0.03): Each fund’s thesis and portfolio pages.
- **Leadsforge** (1 tool, free): Partners and principals at each fund.
- **Icypeas** (1 tool, at most $0.38): The partners’ work emails.

## Give this to your agent

```text
Use my connected Agentik MCP server for this job: investor target list.

Build my investor target list. First ask me for my sector, my stage, my round size and my location.

Find funds that invest in my sector and stage with exa/search. Find recent rounds and their lead investors with serper/news. Read each fund’s thesis and portfolio pages with firecrawl/scrape. Find partners at those funds with leadsforge/search-people and their emails with icypeas/find-emails-batch.

Finish with a ranked list (fund, recent relevant deal, thesis fit, partner, email) and a two-line intro for each that cites their deal.

Before running anything, inspect each tool with inspect_tool, ask me for any input you don’t have instead of inventing it, and tell me the total price. Wait for my go. At the end, tell me what Agentik charged.
```

## You provide

- Your sector and stage
- Round size
- Location

## What you get: a ranked investor list with intros

- Funds that led relevant rounds recently
- Each fund’s thesis fit
- The partner to contact and their email
- A two-line intro per fund

## How to build an investor target list in Claude or ChatGPT

Prices are the most each call can reserve for this example: 2 Exa searches, 3 news searches, 10 fund pages read, 30 partners, 20 emails found.

### 1. Find relevant funds

Exa finds funds that invest in your sector and stage, by meaning.

- [Exa web search](/tools/exa/search.md) `exa/search` (Exa, 2 searches): at most $0.14

### 2. Find recent rounds

Serper searches the news for recent rounds in your space and who led them.

- [Google News search](/tools/serper/news.md) `serper/news` (Serper, 3 searches): at most $0.03

### 3. Read their thesis

Firecrawl reads each fund’s thesis and portfolio pages.

- [Scrape a web page to markdown](/tools/firecrawl/scrape.md) `firecrawl/scrape` (Firecrawl, 10 pages): at most $0.03

### 4. Find the partners

Leadsforge finds the partners and principals at each fund, and Icypeas their work emails.

- [Leadsforge people search](/tools/leadsforge/search-people.md) `leadsforge/search-people` (Leadsforge, 30 people): free
- [Icypeas email finder in batch](/tools/icypeas/find-emails-batch.md) `icypeas/find-emails-batch` (Icypeas, 20 people): at most $0.38

### 5. Rank the list

Your AI ranks the list and writes a two-line intro for each fund that cites its deal.

Example total: at most $0.57. Each call is billed for measured usage; unused reservations are released.

## Ask it your way

- Which funds led seed rounds in climate software this year?
- Build a list of 20 investors for my Series A, with the partner to contact.
- Which funds’ thesis fits a developer tool at seed?
- Write a short intro to each fund that mentions one of its deals.

## Why through Agentik

- Web search, news, fund sites, people and emails come from five providers through one connection.
- The people search is free; emails found are the largest share of the price.

## Good to know

- A warm introduction beats a cold email; your AI points out shared connections it finds in public profiles.
- Deal details come from the articles cited.

## When to use something else

For a full investor database with check sizes and history, use a fundraising CRM. This playbook builds a list from this year’s evidence.

## Investor target list: questions

### Is a cold email to a fund worth it?

A warm introduction works better. Your AI points out shared connections it finds in public profiles.

### Where do deal details come from?

From the articles cited, linked in the list.

### What does the example cost?

At most $0.57, reserved before each call and settled at the measured usage.

## Keep going

- [Recently funded companies](/funded-companies.md): Startups in your market that announced a round in the last 30 days, found in the news, with their founders and verified emails.
- [Market sizing](/market-sizing.md): How many target companies and buyers exist, the country’s population and economy, how many people search for the solution, and price points from reports, in a TAM, SAM and SOM with every assumption shown.
- [Company due diligence](/company-due-diligence.md): Its legal identity and status, its SEC filings when it is US-listed, how long its website has existed, and any lawsuits or liquidation in the news.
- [Finance tools for your agent](/tools/finance.md)
- [B2B data and enrichment tools for your agent](/tools/enrichment.md)
- [News tools for your agent](/tools/news.md)

[All playbooks](/playbooks.md) · [Connection guides](/docs/clients.md) · [Billing](/docs/billing.md)

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