8d • General discussion
Review Cold Email to a Partner
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:
- Do you see outcome-driven AI agents replacing software as the primary GTM layer for RIAs?
- 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?
Would love your feedback on this email before I start reaching out to the partners.
0
1 comment
Review Cold Email to a Partner
powered by
skool.com/startup-scaleup-fundraising-6010
Founders, the "spray & pray" method of fundraising is dead. If you’re tired of being ghosted by investors, follow my method. It's worked for 32 years.
Suggested communities
Powered by