Hi Jay, I spoke with a few people in the ecosystem and several of them mentioned I should speak with you, so I wanted to reach out. I'm Bhavya, we're building outbound AI agents that book qualified meetings for RIAs. We have 12 pilots live and over 400 firms on the waitlist. RIAs are drowning in "advisor tech" that doesn't move the needle on their AUM. Our bet: outcome-driven AI agents, not SaaS, will define the next GTM layer for wealth management. Given your experience with Guideline and Opine, I'd love your perspective on two things: 1. Do you see outcome-driven AI agents replacing software as the primary GTM layer for RIAs? 2. What milestones would you want to see before writing a first institutional check into something like this? Could I borrow 20 minutes next week to walk you through what we're building and hear your candid feedback? @James Spurway Would love your feedback on this email before I start reaching out to the partners.

Hi, I have built a list of all my target list of 80 VC's and don't have a path to a warm intro. I did make a list of the founders of their portfolio companies and their emails. Should I Cold Email them an intro about what I am working on and asking for an intro their VC? You also mentioned about the "Advice Meeting", can I cold email the partners or work my way through the portfolio founders. Would love the Collection of pre-written email templates link. Thank you

A "messy" cap table is the #1 reason I pass on a deal. Clean it up early or pay for it later. Ask your prospective (startup) target for their Cap Table link (not a PDF). I can help you spot red flags in a cap table. Reach out.