Investor Pipeline
Live pipeline, re-engagement plan, backup cold campaign, methodology, and Series A track for the WealthAi seed round.
£3M Seed · June 2026 close · ~50% soft committed
58
Total Active
4
P1 Get to Offer
34
P2 Move to P1
20
P4 Research
£3.0M
P1 Forecast
74
Cold Backup
1. Active Pipeline
Live conversations with prospective seed investors. Source: Jason's update, 10 April 2026.
Priority 1 - Get to Offer (4)
Fuel Ventures
P1 Lead
StatusGood - ongoing possible lead
ContactPiers & Mark
Emailpiers@fuel.ventures
Check Range£500K - £1M
Deck Sent8 April
£1M Forecast
Next: Mtg with Scale team Tuesday 14 April. Positioned WealthAi for £1M lead. Pushed back on £15M EV.
Primo Capital
P1 Lead
StatusGood - ongoing possible lead
ContactFrancesca (ex Fuel Ventures)
Check Range£1M
ApproachLead or co-lead
Deck Sent2 April
£1M Forecast
Next: In-person meeting Milan, 6 May. Very good 1st mtg, pre-IC review positive.
Patronus Clients
P1 Follow
StatusGood - mentioned additional capital
ContactJeremy
Check Range£50K - £500K
ApproachFollow
£500K Forecast
Next: Mtg with Jeremy Wed 15 April. Existing pre-seed investor expanding involvement.
Priority 2 - Move to P1 (28)
| Fund | Status | Contact | Check | Approach | |
|---|---|---|---|---|---|
| Active Conversations (8) | |||||
| Main Set | Good interest, last mtg 2 March | Ivan Wong | iwong@mainset.co.uk | £250K | Follow |
| Araya | Was good, went quiet | Martin or Rupa | martin@araya.ventures | £200-250K | Follow |
| Albion VC | Was good, went quiet | Kib | kibriya@albion.vc | £500K | Follow |
| Mouro Capital | Was good, went quiet | Francesco Pasti | francesco@mourocapital.com | £500K | Lead |
| Balderton Capital | Warm pending outreach | James Wise, Greta | jwise@balderton.com | £500K-1M | Follow |
| LEC | Warm, good 1st mtg | Paul Gaillard | - | £2M | Follow |
| Illuminate | Warm, know Mark well | Mark or Hugo | hh@illuminatefinancial.com | £1M | Lead |
| Jason Butler | Existing shareholder | Jason Butler | jason.butler@hey.com | £50K | Follow |
| Liked at Pre-Seed, Wait for Seed (15) | |||||
| Tenity | Warm, good 1st mtg | - | - | £300K | Follow |
| Outward VC | Liked at pre-seed | - | sebastien.mafuna@outwardvc.com | £500K | Follow |
| YourVC | Liked at pre-seed | Frederick Hamilton | frederick.hamilton@yourvc.co.uk | £300K | Follow |
| Citi Ventures | Liked at pre-seed | - | - | £1M | Follow |
| Octopus Ventures | Liked at pre-seed | Angel Issa | - | £1M | Follow |
| Seed X | Liked at pre-seed | David Schnider, Mathias Jaeggi | david.schnider@seedx.li | £300K | Follow |
| MiddleGame VC | Liked at pre-seed | Arnaud Pedrazzani | arnaud@middlegamevc.com | £500K | Follow |
| Noba Capital | Liked at pre-seed | Priya Reddy | Priya.Reddy@nobacap.com | £300K | Follow |
| Start Ventures/BiG | Liked at pre-seed | Leone Carpi | leone.carpi@big.pt | - | Follow |
| Love Ventures | Liked at pre-seed | Marcus Love | marcus@loveventures.co.uk | - | Follow |
| Twin Path | Liked at pre-seed | John | john@twinpath.vc | £500K | Follow |
| Fabric VC | Liked at pre-seed | - | richard@fabric.vc | - | Follow |
| Breega | Liked at pre-seed | Luca Poppi, Ben Marrel | luca@breega.com | £300K | Follow |
| Plug & Play | Liked at pre-seed | - | e.savickis@pnptc.com | £1M | Lead/co-lead |
| Waldo Capital | Liked at pre-seed | - | gabby@waldocap.com | £1M | Follow |
| Was Warm, Went Quiet (5) | |||||
| Merantix | Last update 26 Jan | - | rasmus@merantix.com | - | Follow |
| Hiro Capital | Was warm, quiet | Sam & Adam | - | - | Follow |
| Ada Ventures | Was warm, quiet | Check Warner | check@adaventures.com | - | Follow |
| DN Capital | Was warm, quiet | Ian Marsh | ian@dncapital.com | - | Follow |
| First Minute Capital | Reply from Brent | Brent Hoberman, Lorcan Delany | lorcan@firstminute.capital | £300K | Follow |
Priority 4 - Research, Not Yet Contacted (20)
| Fund | Contact | Stage | |
|---|---|---|---|
| Primary VC | - | brad@primary.vc | Seed |
| Indico | - | stephan@indicocapital.com | Seed-A |
| Picus Capital | Robin Godenrath | robin.godenrath@picuscap.com | Seed |
| Link Ventures | Frazer Anderson | - | - |
| May Ventures | - | - | - |
| Unusual Ventures | Tyler Crown | - | - |
| Angular Ventures | - | - | - |
| TX Ventures | Klaudia Kasperczyk | klaudia.kasperczyk@tx.ventures | Seed-A |
| Smedvig Ventures | Joe Knowles | jk@smedvigcapital.com | Series A |
| Blackfin Tech | - | - | Early stage |
| Converge | Maia Heymann | - | Seed |
| Angel Invest | - | - | - |
| Passion Capital | - | - | - |
| PI Labs | - | - | - |
| Connect | - | - | Pre-Seed-Seed |
| Cocoa VC | - | - | Pre-Seed |
| Crane | - | - | Pre-Seed-Seed |
| Pitchdrive | - | - | - |
| Boldstart | - | - | - |
| Bynd | - | - | - |
Priority 5 - Removed / Dead / Passed (12)
| Fund | Reason |
|---|---|
| Alternative Funding | |
| Crowdcube | Equity crowdfunding alternative |
| Grantify | Loan / alternative funding |
| Cold Low Priority | |
| B2 Venture | Cold low priority |
| Venture Friends | Cold low priority |
| Forward / 21 Ventures | Cold low priority |
| Accion | Cold low priority |
| Passed | |
| Superseed | Passed |
| Lightspeed Venture Partners | Passed |
| Play Fair VC | Passed |
| Other | |
| Bero Bobus | Removed |
| Roosh Ventures | Removed |
| SE Investment Angels | Removed |
2. Re-Engagement Plan
Template and tracker for re-engaging the 24 warm-quiet conversations from Priority 2.
How to use this
Use the template below to re-engage warm-quiet conversations. Customise the fresh hook per investor based on what they originally liked. Track status in the table.
Re-Engagement Email Template
Hi [FIRST_NAME],
Quick update from WealthAi since we last spoke [DATE].
[FRESH HOOK - 1-2 sentences referencing what's changed since the last
conversation. Pick the strongest signal: new client, new ARR, Capital
Economics deal, soft commit progress, named lead investor, etc.]
We're now talking to investors about raising our seed round in Q2:
- £3M Seed
- 50% soft committed, June 2026 close
- [Lead position update if relevant - e.g. "Fuel Ventures positioned
for £1M lead"]
- 2 live reference clients, 25 firms in pipeline, £2.6M Y1 TCV unweighted
The conversation last time was [TOPIC THEY WERE INTERESTED IN].
[SPECIFIC REASON THEY MIGHT WANT TO RE-ENGAGE NOW]
Happy to send the latest deck and jump on a 20-min call.
Jason
jason@wealthai.tech
24 Warm-Quiet Investors - Status Tracker
| # | Fund | Contact | Sub-Group | Status | |
|---|---|---|---|---|---|
| 1 | Araya | Martin or Rupa | martin@araya.ventures | Was good, went quiet | Not Sent |
| 2 | Albion VC | Kib | kibriya@albion.vc | Was good, went quiet | Not Sent |
| 3 | Mouro Capital | Francesco Pasti | francesco@mourocapital.com | Was good, went quiet | Not Sent |
| 4 | Main Set | Ivan Wong | iwong@mainset.co.uk | Was good, went quiet | Not Sent |
| 5 | Tenity | - | - | Liked at Pre-Seed | Not Sent |
| 6 | Outward VC | - | sebastien.mafuna@outwardvc.com | Liked at Pre-Seed | Not Sent |
| 7 | YourVC | Frederick Hamilton | frederick.hamilton@yourvc.co.uk | Liked at Pre-Seed | Not Sent |
| 8 | Citi Ventures | - | - | Liked at Pre-Seed | Not Sent |
| 9 | Octopus Ventures | Angel Issa | - | Liked at Pre-Seed | Not Sent |
| 10 | Seed X | David Schnider, Mathias Jaeggi | david.schnider@seedx.li | Liked at Pre-Seed | Not Sent |
| 11 | MiddleGame VC | Arnaud Pedrazzani | arnaud@middlegamevc.com | Liked at Pre-Seed | Not Sent |
| 12 | Noba Capital | Priya Reddy | Priya.Reddy@nobacap.com | Liked at Pre-Seed | Not Sent |
| 13 | Start Ventures/BiG | Leone Carpi | leone.carpi@big.pt | Liked at Pre-Seed | Not Sent |
| 14 | Love Ventures | Marcus Love | marcus@loveventures.co.uk | Liked at Pre-Seed | Not Sent |
| 15 | Twin Path | John | john@twinpath.vc | Liked at Pre-Seed | Not Sent |
| 16 | Fabric VC | - | richard@fabric.vc | Liked at Pre-Seed | Not Sent |
| 17 | Breega | Luca Poppi, Ben Marrel | luca@breega.com | Liked at Pre-Seed | Not Sent |
| 18 | Plug & Play | - | e.savickis@pnptc.com | Liked at Pre-Seed | Not Sent |
| 19 | Waldo Capital | - | gabby@waldocap.com | Liked at Pre-Seed | Not Sent |
| 20 | Merantix | - | rasmus@merantix.com | Was warm, went quiet | Not Sent |
| 21 | Hiro Capital | Sam & Adam | - | Was warm, went quiet | Not Sent |
| 22 | Ada Ventures | Check Warner | check@adaventures.com | Was warm, went quiet | Not Sent |
| 23 | DN Capital | Ian Marsh | ian@dncapital.com | Was warm, went quiet | Not Sent |
| 24 | First Minute Capital | Brent Hoberman, Lorcan Delany | lorcan@firstminute.capital | Was warm, went quiet | Not Sent |
Status values: Not Sent / Sent / Replied / Meeting Booked / Passed
3. Backup Cold Pipeline
84 funds researched, profiled, and ready for Lemlist.
Backup Cold Pipeline (84 funds)
Researched and profiled outreach pipeline. Each fund has a personalised opening line ready for Lemlist.
84
Outreach Ready
35
Custom Research
49
Crunchbase
31
High Priority
30
Medium
Source Breakdown
| Batch | Source | Profiled | Outreach Ready | Skip Rate |
|---|---|---|---|---|
| Batch 1 | Custom research (March 2026) | 35 | 35 | 0% |
| Batch 2 | Crunchbase top 30 UK/EU | 30 | 22 | 27% |
| Batch 3 | Crunchbase 31-60 UK/EU | 30 | 17 | 43% |
| Batch 4 | Crunchbase 61-88 UK/EU | 28 | 10 | 64% |
| Total | 123 | 84 | 32% |
Top 10 Highest Conviction
| # | Fund | Geo | Why |
|---|---|---|---|
| 1 | FinTech Collective | US | Wealth/asset management focus + agentic AI portfolio |
| 2 | 13Books Capital | UK | Ramify in portfolio + Spencer Lake (ex-HSBC) |
| 3 | NewAlpha Asset Management VC | FR | Asset management LP base = WealthAi's buyer list |
| 4 | Runa Capital | LUX | Mambu and Zopa precedent |
| 5 | Anthemis Group | UK | High Assurance AI fund for regulated industries |
| 6 | Portage Ventures | CA | Explicit wealth management thesis, Wealthsimple backer |
| 7 | Talis Capital | UK | Darktrace, Carta, iwoca portfolio |
| 8 | seed + speed Ventures | DE | Fresh EUR 90M Fund III, just opened beyond DACH |
| 9 | Redstone.VC | DE | LIQID was 260% IRR Fund I win |
| 10 | CommerzVentures | DE | Commerzbank CVC, perfect thesis |
All 84 Cold Pipeline Funds
Batch 1 - Custom Research (35 funds)
| Fund | Priority | Type | Check | Contact | Subject Line | Opening Line |
|---|---|---|---|---|---|---|
| 13Books Capital | High | Fund | GBP 1-7M | Steve Gibson | WealthAi | Ramify Thesis Meets AI Compliance | Seed Round | Your investment in Ramify shows 13Books sees the wealth management platform shift happening. WealthAi is building the AI operating system for the next layer of that shift, compliance and operations for regulated wealth managers. |
| 6 Degrees Capital | High | Fund | EUR 1-5M | Thibault D'hondt | WealthAi | Enterprise AI for Wealth Mgmt | Seed Round | With Fund III closed at EUR 154M and active deployment into enterprise AI companies like Conveo and Artificial, WealthAi sits at the intersection of your AI and fintech thesis. We are replacing fragmented legacy platforms for wealth managers with an agentic AI system. |
| Augmentum Fintech | High | Fund | GBP 1-5M | Tim Levene | WealthAi | AI OS for Asset Mgmt Disruption | Seed Round | Augmentum's bet on Artificial Labs shows your conviction that AI will reshape financial services infrastructure. WealthAi is applying agentic AI to the same problem in wealth management, replacing fragmented legacy platforms with a compliance-first operating system. |
| Anthemis Group | High | Fund | GBP 1-5M | WealthAi | High Assurance AI in Wealth Mgmt | Seed Round | Your CommonAI partnership with Cambridge to launch a High Assurance AI fund for regulated industries is exactly the thesis WealthAi fits. We are building the AI operating system for wealth managers, compliance-first, already FCA/MiFID II aligned with 2 live reference clients. | |
| Seedcamp | High | Fund | GBP 100K-500K | Sia Houchangnia | WealthAi | Compliance-First AI for Wealth Mgmt | Seed | Sia, your Topograph investment and public commentary on compliance as competitive advantage maps directly to what WealthAi is doing. We have built the AI operating system for wealth managers where FCA/MiFID II compliance is the product, not an afterthought. |
| Notion Capital | High | Fund | GBP 500K-3M | Jos White | WealthAi | AI-Driven Fintech SaaS | Seed Round | Your seed lead in Aslan and the new fund's 'Money' vertical, fintech compounded by AI, maps directly to WealthAi. We are replacing fragmented legacy platforms for wealth managers with an agentic AI system handling compliance, research, and operations. |
| QED Investors | High | Fund | GBP 2-5M | Yusuf Ozdalga | WealthAi | AI OS for UK Wealth Management | Seed Round | Yusuf, QED's UK/Europe portfolio with Wagestream and Payhawk shows you back fintech infrastructure that enterprises depend on daily. WealthAi is the same pattern in wealth management, an AI operating system that 25 firms are already in pipeline to adopt. |
| Force Over Mass Capital | Medium | Fund | GBP 100K-500K | Martijn de Wever | WealthAi | B2B AI for Regulated Finance | Seed Round | Force Over Mass's focus on B2B fintech and AI at seed, combined with your FCA-regulated structure, makes you a natural fit for WealthAi. We are building the AI operating system for wealth managers, compliance-first and already live with 2 reference clients. |
| Outrun Ventures | Medium | Fund | GBP 500K-2M | Chris Adelsbach | WealthAi | RegTech Meets WealthTech AI | Seed Round | Outrun's thesis in fintech, regtech, and compliance infrastructure, including backing Marshmallow to unicorn status, aligns with what WealthAi is building. We have created the AI operating system for wealth managers where regulatory compliance is the core product. |
| Speedinvest | High | Fund | EUR 500K-2M | Stefan Klestil | WealthAi | Next-Gen Financial Services AI | Seed Round | Stefan, Speedinvest's dedicated fintech team and track record with Wefox and Bitpanda shows you back platforms that reshape financial services categories. WealthAi is doing the same in wealth management, replacing legacy platforms with an agentic AI operating system. |
| FinTech Collective | High | Fund | USD 1-5M | Brooks Gibbins | WealthAi | AI OS for Wealth & Asset Mgmt | Seed Round | FinTech Collective's explicit focus on wealth and asset management technology, and your recent backing of AgentSmyth's autonomous agents for capital markets, maps directly to WealthAi. We are building the agentic AI operating system for wealth managers. |
| Better Tomorrow Ventures | Medium | Fund | USD 500K-4M | Sheel Mohnot | WealthAi | Compliance AI for Wealth Managers | Seed | BTV's investment in Outpost, combining payments infrastructure with compliance AI, shows your appetite for fintech that solves regulatory complexity. WealthAi applies the same principle to wealth management, an AI operating system where compliance is built in. |
| Cherry Ventures | Medium | Fund | EUR 500K-3M | Nadja Reischel (Principal, London) | WealthAi | B2B Fintech x AI Platform | Seed Round | Cherry backed Moss to modernise corporate spend management for finance teams. WealthAi is doing the same for wealth managers, replacing fragmented compliance and research tools with a single AI operating system. |
| LocalGlobe | High | Fund | GBP 500K-2M | Saul Klein (Co-Founder) | WealthAi | Wise-Style Disruption for Wealth | Seed Round | LocalGlobe backed Wise before anyone believed cross-border payments could be rebuilt from scratch. WealthAi is applying that same first-principles approach to wealth management, where compliance-first AI replaces legacy platforms that haven't changed in 20 years. |
| Earlybird Venture Capital | Medium | Fund | EUR 500K-5M | Akash Bajwa (Principal, London) | WealthAi | Fintech Infrastructure for Wealth | Seed Round | Earlybird's Digital West fund backed Porters at pre-seed, betting on next-gen fintech infrastructure before most funds were looking. WealthAi sits in that same category, building the compliance and investment infrastructure layer that wealth managers will run on. |
| Redalpine | High | Fund | EUR 500K-3M | Sebastian Becker (GP, London) | WealthAi | 9fin's Thesis Applied to Wealth | Seed Round | Redalpine backed 9fin from seed to unicorn by betting that financial professionals deserved better software. WealthAi is bringing that same conviction to wealth management, where advisors are still stitching together five legacy systems to serve clients. |
| Lakestar | Low | Fund | EUR 1-5M | Klaus Hommels (Founder) | WealthAi | RegTech AI Platform | Seed Round | Lakestar's seed investment in Antidote showed conviction that compliance technology is a category winner. WealthAi is scaling that thesis further, building the full operating system for wealth managers where compliance is the foundation, not an afterthought. |
| Episode 1 Ventures | Medium | Fund | GBP 250K-1M | Simon Murdoch (Founding Partner) | WealthAi | B2B SaaS for Wealth Managers | Seed Round | Episode 1 has built a portfolio of 160+ B2B software companies by backing founders who solve real operational pain. WealthAi is doing exactly that for wealth managers, where compliance alone costs firms 40+ hours per month on manual processes. |
| Haatch Ventures | Medium | Fund | GBP 100K-300K | Fred Soneya (Co-Founder) | WealthAi | Vertical SaaS for Wealth | Seed Round | Haatch's focus on vertical SaaS that solves deep operational pain matches exactly what WealthAi is building. Wealth management is one of the last major verticals where advisors still run on spreadsheets and disconnected legacy tools. |
| Portage Ventures | High | Fund | USD 1-5M | Adam Felesky (Co-Founder & CEO) | WealthAi | AI OS for Wealth Managers | Seed Round | Portage turned Wealthsimple from a Canadian seed bet into a $10B company by backing the thesis that wealth management is ripe for technology disruption. WealthAi is the B2B side of that same thesis, giving the advisors themselves an AI operating system instead of legacy platforms. |
| IQ Capital | High | Fund | GBP 500K-2M | Max Bautin (Co-Founder & Managing Partner) | WealthAi | Deep Tech Meets Wealth Fintech | Seed Round | IQ Capital seeded Thought Machine before core banking modernisation was a category, and backed BMLL when capital markets data was still a niche. WealthAi sits at that same intersection of deep technology and financial infrastructure, applying agentic AI to wealth management compliance and operations. |
| Flourish Ventures | Medium | Fund | USD 1-5M | Emmalyn Shaw (Managing Partner) | WealthAi | Financial Health for Advisors | Seed Round | Flourish backs fintech that improves financial health outcomes, from Chime for consumers to Unit for embedded finance. WealthAi extends that mission to the advisor side, giving wealth managers AI tools that improve client outcomes while cutting compliance burden. |
| Molten Ventures | High | Fund | GBP 500K-2M | Vinoth Jayakumar (Partner) | WealthAi | Next Form3 for Wealth Management | Seed Round | Molten backed Form3 and Thought Machine when financial infrastructure was still considered a niche. WealthAi is the next chapter of that thesis, building the AI operating system that wealth managers will use to replace the same kind of legacy platforms those companies disrupted in payments and banking. |
| Downing Ventures | Medium | Fund | GBP 500K-5M | Jack Eadie | WealthAi | AI for Wealth Management | Seed Round | Your investment team's background building fintech and SaaS companies at LabCo, combined with Downing's EIS/VCT structures, maps well to WealthAi's compliance-first AI platform for wealth managers. We're raising £3M at seed with 50% committed and two live reference clients (pilot stage, not yet invoicing). |
| Kindred Capital | High | Fund | GBP 500K-2M | Leila Zegna | WealthAi | AI for Wealth Managers (Clove adjacent) | Seed | Your investment in Clove shows Kindred sees the AI opportunity in financial advice. WealthAi sits on the other side of the same market, giving wealth managers the AI operating system to deliver that advice at scale, with two live reference clients. |
| Par Equity / PXN Group | Medium | Fund | GBP 200K-8M | WealthAi | AI Compliance (Aveni-adjacent) | Seed Round | Par Equity's investment in Aveni, now trusted by Lloyds and Nationwide for AI compliance, shows PXN understands AI-driven regulation in financial services. WealthAi operates in the same space for wealth managers, with two live reference clients at seed. | |
| SFC Capital | Low | Fund | GBP 200K-500K | Stephen Page | WealthAi | Regulated AI Infrastructure | Seed Round | SFC's early backing of Onfido showed conviction in regulated-tech infrastructure before the market caught up. WealthAi is building the AI operating system for wealth managers, with FCA/MiFID II compliance baked in, and we are raising £3M at seed. |
| Vesey Ventures | High | Fund | USD 500K-2M | Lindsay Fitzgerald | WealthAi | AI Back-Office for Wealth Mgmt | Seed Round | Lindsay's investment in DualEntry, an AI-native back-office platform for financial services, maps directly to what WealthAi is building for wealth managers. We are the AI operating system replacing legacy platforms across compliance, research, and operations, with two live reference clients. |
| Fin Capital | Medium | Fund | USD 1-5M | Logan Allin | WealthAi | B2B Fintech for Wealth Mgmt | Seed Round | Fin Capital's thesis around full-lifecycle B2B fintech software, combined with Logan's operator background at SoFi, aligns with what WealthAi is building. We are replacing legacy wealth management platforms with an agentic AI operating system, raising £3M at seed with two live reference clients. |
| Triple Point Ventures | Low | Fund | GBP 250K-500K | Seb | WealthAi | Compliance AI for Wealth Mgmt | Seed Round | Triple Point's investment in FALKIN, helping banks protect customers from scams, shows your appetite for AI in regulated financial services. WealthAi applies the same compliance-first AI approach to wealth management operations, and we are raising at seed. |
| Concept Ventures | Low | Fund | USD up to 1.5M | Jeff Chowdhry | WealthAi | Compliance AI for Wealth Mgmt | Seed Round | Your backing of Antidote in compliance AI shows Concept understands the regulated software opportunity. WealthAi sits at the same intersection but for wealth management, and we are raising at seed with two live reference clients. SKIP RECOMMENDATION: Concept Ventures is strictly pre-seed. WealthAi is too mature for their fund mandate. Only approach with warm intro for small co-invest. |
| Playfair Capital | Low | Fund | GBP 750K avg | Chris Smith | WealthAi | Cloud-native Wealth Mgmt Infra | Seed Round | Playfair's backing of Thought Machine proved the cloud-native infrastructure thesis in banking. WealthAi is doing the same for wealth management, replacing legacy platforms with an agentic AI operating system, and we are raising at seed. SKIP RECOMMENDATION: Playfair is exclusively pre-seed. WealthAi is too mature. Only approach with warm connection to Chris Smith or Henrik Wetter Sanchez. |
| Deciens Capital | Low | Fund | USD 1-3M | Dan Kimerling | WealthAi | Fintech Infrastructure for Wealth | Seed Round | Deciens' concentrated approach to fintech infrastructure, from Treasury Prime in BaaS to Chipper Cash in payments, shows the depth of thesis conviction WealthAi shares. We are building the AI operating system for wealth managers, raising at seed with 2 live reference clients and a £2.6M Y1 TCV pipeline. SKIP RECOMMENDATION: Based in Albuquerque NM (not New York). Geographic focus is US/LatAm/Africa with no UK portfolio companies. Only approach with warm intro to Dan Kimerling. |
| Index Ventures | Low | Fund | USD 1-10M | Jan Hammer | WealthAi | Rebuilding Wealth Mgmt Infra | Seed Round | Index's seed investments in Revolut and Plaid reshaped consumer and infrastructure fintech. WealthAi is applying the same first-principles rebuild to wealth management operations, replacing legacy platforms with an agentic AI system, and we are raising at seed. SKIP RECOMMENDATION: Extremely competitive to access via cold email. Fintech portfolio skews consumer/payments. Only pursue with warm intro to Jan Hammer or fintech partner. Cold outreach ROI very low. |
| Parkwalk Advisors | Low | Fund | GBP 500K-2M | SKIP - DO NOT APPROACH. Parkwalk requires university spinout angle that WealthAi does not have. This is a structural mandate issue, not a thesis preference. |
Batch 2 - Crunchbase Top 30 UK/EU (22 funds)
| Fund | Priority | Type | Check | Contact | Subject Line | Opening Line |
|---|---|---|---|---|---|---|
| Northzone | Medium | Fund | EUR 1-40M (seed through growth) | WealthAi | Klarna-Era Fintech Thesis | Seed Round | Northzone's 2025 fintech deployment into Finom, Murphy and Lorum shows the team is doubling down on AI-enabled financial infrastructure after Klarna's NYSE listing. WealthAi is applying that same thesis to wealth management, replacing legacy platforms with an agentic AI operating system. | |
| Alven | Medium | Fund | EUR 1-5M (seed) | WealthAi | Qonto-Era B2B Fintech | Seed Round | Alven's early conviction in Qonto, now a unicorn, shows the team backs B2B fintech operators building for regulated industries from day one. WealthAi is doing the same for wealth managers, an agentic AI operating system that is already FCA and MiFID II aligned with two live reference clients. | |
| Ascension | Low | Fund | GBP 300k-1.5M (institutional), GBP 50-250k (EIS/SEIS) | Jean de Fougerolles | WealthAi | UK Seed Fintech with Traction | Seed Round | Ascension's fintech exits like Credit Kudos and Wagestream show the team can spot infrastructure plays early. WealthAi fits that pattern in wealth management, an AI operating system with two live reference clients and a Capital Economics distribution deal already signed. |
| Atomico | Low | Fund | USD 3-10M+ seed, Series A is main focus | WealthAi | Vertical AI for Regulated Industry | Seed Round | Atomico's seed into Plato, an AI operating system for wholesale distributors, shows the team will back vertical AI plays at the earliest stage when the category is clear. WealthAi is the equivalent for wealth managers, agentic AI replacing fragmented legacy stacks in a compliance-first vertical. | |
| Target Global | Medium | Fund | USD 5-15M (seed average USD 10.7M) | WealthAi | Revolut-Era Fintech Infrastructure | Seed Round | Target Global's backing of Revolut, Rapyd and Wefox shows the team sees fintech as a core pillar of its EUR 3bn portfolio. WealthAi is building the agentic AI operating system for wealth managers, the layer that institutional clients like Capital Economics are already distributing to 250 firms. | |
| Felix Capital | Medium | Fund | USD 3-10M (seed and Series A) | WealthAi | Moonfare-Adjacent Wealth Infrastructure | Seed Round | Felix Capital's backing of Ledger and its digital lifestyle thesis overlap with where wealth management is heading, from private banks offering alternatives to AI-driven advisory. WealthAi is the operating layer behind that shift, already live with three wealth management firms. | |
| Runa Capital | High | Fund | USD 1-5M (seed to Series A) | WealthAi | Mambu Thesis for Wealth Mgmt | Seed Round | Runa's early investment in Mambu, now a core banking platform at ABN AMRO and Santander, and Zopa shows the team understands software for regulated industries better than most European funds. WealthAi is the equivalent play for wealth management, agentic AI handling compliance, research and operations for FCA-regulated firms. | |
| Quonota Investments | Low | Fund | USD 500K-3M (estimated) | WealthAi | Asset Mgmt in Family Office Thesis | Seed Round | Quonota's backing of Scopely, Pipe and 1inch alongside an asset management sector focus suggests appetite for category-defining fintech. WealthAi is the AI operating system for wealth managers, 2 live reference clients and 25 firms in pipeline, raising a £3M Seed. | |
| NewAlpha Asset Management VC | High | Fund | EUR 500K-3M | Antoine Rouxel | WealthAi | Asset Mgmt LP Network Meets Agentic AI | Seed Round | NewAlpha is the only European VC sitting inside a EUR 3B+ asset manager with 40+ institutional LPs across banks, insurers and pension funds, which is the exact buyer profile for WealthAi. We are the AI operating system for wealth managers, 2 live reference clients and a Capital Economics distribution deal covering 250 firms. |
| Isai | Medium | Fund | EUR 100K-3M (early), up to EUR 30M growth | WealthAi | AI for Regulated SaaS | Seed Round | Isai Venture III is actively deploying into AI and SaaS with Alation, DataDome and Copado already in the portfolio, and Qonto showing your appetite for regulated European financial infrastructure. WealthAi is the agentic AI operating system for wealth managers, compliance-first and FCA/MiFID II aligned. | |
| JME Ventures | High | Fund | EUR 500K-4M | WealthAi | Flanks Thesis for the UK Market | Seed Round | JME backed Flanks as the open wealth data layer for private banks, and WealthAi is the operating layer that sits on top, running compliance, research and operations for wealth managers as AI agents. We have 2 live reference clients and a Capital Economics distribution deal covering 250 firms. | |
| Verve Ventures | Low | Fund | EUR 500K-4M | WealthAi | Agentic AI for Regulated Industries | Seed Round | Verve's deep-tech thesis across data analytics and industrial AI shows real conviction in applied agentic systems, and WealthAi is bringing the same approach to wealth management. We are the AI operating system for wealth managers, compliance-first, 2 live reference clients and 25 firms in pipeline. | |
| Talis Capital | High | Fund | GBP 1-5M | Matus Maar | WealthAi | Onfido / iwoca Thesis for Wealth Mgmt | Seed Round | Talis backed Darktrace, Onfido and iwoca at the point where regulated financial services first needed AI-native infrastructure, and WealthAi is the next layer of that thesis. We are the agentic AI operating system for wealth managers with 2 live reference clients and a £2.6M Y1 TCV pipeline. |
| Alma Mundi Ventures (Mundi Ventures) | Medium | Fund | EUR 1-5M | WealthAi | Insurtech Playbook for Wealth Mgmt | Seed Round | Mundi's Wefox and Shift bets show you have written the playbook for AI-native infrastructure inside regulated European financial services. WealthAi is applying the same pattern to wealth management, agentic AI for compliance, research, investments and operations, 2 live reference clients and FCA/MiFID II aligned. | |
| Stride.VC | Medium | Fund | GBP 500K-3M | Fred Destin | WealthAi | Artisan Seed for Wealth AI | Seed Round | Stride's artisan seed approach and Fred's track record across Cazoo, Deliveroo and Currencycloud is exactly the conviction style WealthAi needs at Seed. We are the AI operating system for wealth managers with 2 live reference clients and 50% of a £3M round committed. |
| Mosaic Ventures | Medium | Fund | GBP 2-5M (Seed), up to GBP 7M at Series A | Simon Levene | WealthAi | AI Reshaping Wealth Mgmt Stack | Seed Round | Mosaic's public position that AI is reshaping European software, and early fintech bets on GoCardless and MarketInvoice, place WealthAi squarely in your wheelhouse. We are the agentic AI operating system replacing fragmented legacy platforms for wealth managers, with 2 live reference clients and a £2.6M Y1 TCV pipeline. |
| Swisscom Ventures | High | Fund | CHF 1-10M per company, 8-10 deals/year | Stefan Kuentz | WealthAi | Swiss Wealth AI Infrastructure | Seed Round | Stefan, your Series B lead in Amnis shows Swisscom Ventures backs fintech infrastructure plays with strong Swiss anchor distribution. WealthAi sits in the same pattern for wealth managers, agentic AI replacing legacy platforms, already live with 2 reference clients and a Capital Economics distribution deal. |
| InReach Ventures | Medium | Fund | EUR 300K-2M | Roberto Bonanzinga | WealthAi | AI-Native Fintech for Wealth | Seed Round | Roberto, InReach's DIG platform and your Soldo and Dreamdata bets show conviction that European software wins through data-native workflows. WealthAi applies the same logic to wealth managers, replacing fragmented legacy platforms with an agentic AI operating system, 2 live reference clients and FCA/MiFID II-aligned out of the box. |
| Act Venture Capital | Medium | Fund | EUR 100K-10M (pre-seed to Series B) | WealthAi | AI OS for Wealth Mgmt | Seed Round | Act's 30-year Irish tech track record and current Act VI fintech and AI thesis puts WealthAi directly in range. We are the agentic AI operating system for wealth managers, live with 2 reference clients and a Capital Economics distribution deal covering 250 wealth firms. | |
| Aglaé Ventures | Low | Fund | EUR 100K-100M (stage agnostic) | WealthAi | AI Operating System Thesis | Seed Round | Aglaé's recent push into AI and SaaS (heyLibby, Alta) alongside early bets on Databricks and Algolia points to an AI infrastructure thesis. WealthAi fits that frame as the AI operating system for wealth managers, compliance-first and live with 2 reference clients. | |
| 50 Partners | Low | Fund | EUR 200K-500K (seed accelerator) | Jerome Masurel | WealthAi | Agentic AI Wealth Platform | Seed Round | Jerome, 50 Partners' model of backing founders with 50 operator partners mirrors what WealthAi is doing for wealth managers, giving them an operator-grade AI stack instead of fragmented tools. We are live with 2 reference clients and a £2.6M Y1 TCV pipeline. |
| Concentric | High | Fund | EUR 0.5-5M over life of investment | Kjartan Rist | WealthAi | Fintech Activist Thesis Fit | Seed Round | Kjartan, Concentric's activist thesis backing post-PMF fintech and insurtech disrupting traditional sectors maps cleanly to WealthAi. We have 2 live reference wealth manager clients and a 25-firm £2.6M Y1 TCV pipeline, now raising seed to scale the agentic AI operating system we have built for the sector. |
Batch 3 - Crunchbase 31-60 UK/EU (17 funds)
| Fund | Priority | Type | Check | Contact | Subject Line | Opening Line |
|---|---|---|---|---|---|---|
| Rheingau Founders | Low | Fund | EUR 250K-1M (estimated) | WealthAi | DACH B2B Fintech | Seed Round | Rheingau Founders' work with Billie on digital SME financing and OptioPay on embedded payments shows a real B2B fintech playbook from Berlin. WealthAi is an AI operating system for wealth managers with 2 live reference clients and a Capital Economics distribution deal covering 250 firms, which fits the kind of regulated fintech stack they have historically built. | |
| Vala Capital | Medium | Fund | GBP 150K-500K (EIS cheque) | WealthAi | UK EIS Fintech | Seed Round | Vala Capital's EIS fund backs early-stage British companies across fintech, cleantech, and sustainability, with a hands-on mentor model and no AMC fees. WealthAi is FCA/MiFID II compliant, EIS-eligible, has 2 live reference clients, and is raising a £3M seed that would map directly onto a Vala British Ventures EIS allocation. | |
| seed + speed Ventures | High | Fund | EUR 500K-1.5M (initial), up to EUR 5M follow-on | Carsten Maschmeyer / Alexander Koelpin | WealthAi | Enterprise AI for Wealth | Seed Round | seed+speed III just closed at EUR 90M in January 2026, tripling the original target, with an explicit mandate to back European B2B and enterprise software founders building AI as core technology. WealthAi is exactly that shape: an agentic AI operating system replacing legacy stacks for wealth managers, with 2 live reference clients and 25 firms in the pipeline. |
| OTB Ventures | Low | Fund | EUR 2-10M (Series A), up to 10% for seed | WealthAi | Fintech Infra + AI | Seed Round | OTB Ventures' EUR 170M deeptech fund backs European real-tech across SpaceTech, AI & Automation, Cybersecurity, and Fintech infrastructure, with portfolio work like Silent Eight on AI-enabled AML. WealthAi is an agentic AI platform for wealth managers with compliance and research agents built in, which sits adjacent to that fintech infrastructure thesis but is more applied SaaS than core infra. | |
| Redstone.VC | High | Fund | EUR 500K-5M (pre-seed to Series A) | Timo Fleig | WealthAi | AI OS for Wealth Managers | Seed Round | Timo, Redstone's Fintech & Beyond Fund III and the LIQID and Finanzguru bets show you back the companies rebuilding European wealth infrastructure. WealthAi is the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and a Capital Economics distribution deal into 250 firms. |
| Begin Capital | Medium | Fund | USD 500K-7M (Seed, Series A, leads or co-invests) | WealthAi | Agentic AI for Wealth Mgmt | Seed Round | Begin Capital's second-season thesis around DeepTech, AI and proven industry SaaS applications maps directly onto what WealthAi is building. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and a £2.6M Y1 TCV pipeline. | |
| J&T Ventures | Medium | Fund | Up to EUR 2.5M (Seed, Series A) | Adam Kocik | WealthAi | Vertical SaaS for Wealth | Seed Round | Adam, J&T Ventures' vertical SaaS and fintech focus across CEE and Nordics lines up with where WealthAi is building. We are the agentic AI operating system for wealth managers, replacing fragmented legacy stacks, with 2 live reference clients and a compliance-first FCA/MiFID II posture that should travel across CEE banks. |
| CommerzVentures | High | Fund | EUR 2-20M (Seed to Series C, mostly Series A/B) | Heiko Schwender | WealthAi | AI Rebuild of Wealth Stack | Seed Round | Heiko, CommerzVentures' EUR 300M Fund III and your position backing founders rebuilding financial services with technology make WealthAi a natural fit. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients, 25 firms in pipeline and a Capital Economics distribution deal. |
| henQ | High | Fund | EUR 1-10M (Seed and Series A) | Jan Andriessen | WealthAi | B2B Software Contrarian Fit | Seed Round | Jan, henQ's conviction approach of backing 3 European B2B software companies a year, and the Mendix, Mews and Sendcloud pattern of category-defining vertical platforms, maps directly onto WealthAi. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and 25 firms in pipeline. |
| DvH Ventures | High | Fund | EUR 500K-3M (early-stage lead or co-invest) | Fabian von Trotha | WealthAi | AI OS for Wealth Managers | Seed Round | Fabian, DvH Ventures' LIQID investment and the broader fintech portfolio including Hypatos and Nect show you back the companies rebuilding wealth and financial operations in Europe. WealthAi is the agentic AI operating system for wealth managers, with 2 live reference clients and a Capital Economics distribution deal into 250 firms. |
| CapHorn Invest | Medium | Fund | EUR 1-15M | Guillaume Fournier | WealthAi | B2B AI Rewiring Wealth Stack | Seed Round | CapHorn's unicorn exit with Ledger and enterprise software thesis back B2B founders digitising mature French and European markets. WealthAi is the agentic AI operating system replacing fragmented legacy platforms for wealth managers, already live with 2 reference clients and a Capital Economics distribution deal covering 250 firms. |
| Peak | High | Fund | EUR 250K-4M initial | Johan van Mil | WealthAi | SaaS+Fintech AI Platform | Seed Round | Peak's Fund V explicitly targets SaaS and fintech seed rounds across BeNeLux, DACH and Nordics, and Trengo shows conviction in vertical B2B SaaS with sticky workflows. WealthAi is the agentic AI operating system replacing fragmented legacy platforms for wealth managers, 2 live reference clients and 25 firms in a £2.6M Y1 TCV pipeline. |
| Tomahawk.VC | Medium | Fund | USD 250K-1.5M, up to USD 2M per company | Cedric Waldburger | WealthAi | Global-First Wealth Infra | Seed Round | Cedric, Tomahawk's global-first thesis and your backing of buynomics and Lano show conviction in remote, data-driven B2B fintech operating systems. WealthAi is the agentic AI operating system for wealth managers, 2 live reference clients, compliance-first on FCA and MiFID II, and already landing through Capital Economics distribution. |
| Growth Capital Ventures | Low | Fund | GBP 250K-1M typical co-invest tickets via EIS/SEIS network | Craig Peterson | WealthAi | EIS/SEIS FCA-Ready Wealth AI | Seed Round | Craig, GCV's EIS-backed fintech track record through Atom Bank and Finexos, plus your FCA-approved investor network, maps directly to WealthAi's regulated wealth-management buyer. We are the agentic AI operating system replacing legacy platforms for wealth managers, 2 live reference clients, already compliant with FCA and MiFID II. |
| W Ventures | Low | Fund | Not publicly disclosed, seed to growth | Jochen M. Wilms | WealthAi | B2B AI Operating System | Seed Round | W Ventures' early backing of Deel and Robinhood (exited) shows conviction in fintech operating systems that replace legacy workflows. WealthAi is the agentic AI operating system for wealth managers, 2 live reference clients and a Capital Economics distribution deal opening 250 firms. |
| Golden Egg Check Capital | Low | Fund | EUR 50K-250K co-invest tickets (SAFE/convertible/equity) | Thomas Mensink | WealthAi | Benelux Fintech AI Platform | Seed Round | GEC's co-invest model alongside General Catalyst, Speedinvest and Notion Capital makes you a fast-moving filler for seed rounds in Benelux fintech and AI. WealthAi is the agentic AI operating system replacing legacy platforms for wealth managers, 2 live reference clients and 50 percent of the Seed round already committed. |
| Metavallon VC | Medium | Fund | EUR 500K-1.5M | Myrto Papathanou | WealthAi | B2B AI Replacing Wealth Stack | Seed Round | Myrto, Metavallon's Yaspa investment and explicit Seed thesis in fintech B2B SaaS with over 200K ARR threshold lines up precisely with WealthAi's profile. We are the agentic AI operating system replacing legacy platforms for wealth managers, 2 live reference clients and a Capital Economics distribution deal into 250 firms. |
Batch 4 - Crunchbase 61-88 UK/EU (10 funds)
| Fund | Priority | Type | Check | Contact | Subject Line | Opening Line |
|---|---|---|---|---|---|---|
| Neosfer | High | Fund | EUR 500K-2M | Matthias Lais | WealthAi | Commerzbank-fit wealth OS | Seed Round | Neosfer's mandate to invest in fintech solutions that create strategic value for Commerzbank Group customers lines up directly with what WealthAi is doing for 26 wealth firms today. |
| OneRagtime | Medium | Fund | EUR 1-5M | Stephanie Hospital | WealthAi | AI ops for wealth managers | Seed Round | OneRagtime's recent backing of production-ready AI companies like Rippletide and Miralia fits the pattern of agentic platforms replacing legacy workflows, which is exactly WealthAi's wedge in wealth management. |
| SICTIC | Medium | Angel Group | CHF 50K-2M (syndicated) | Thomas Dubendorfer | WealthAi | Swiss wealth ops AI | Seed Round | SICTIC has been the go-to angel network for Swiss fintech since the Swiss Fintech Investor Day launched in 2016, which makes it a natural route to Swiss private bank LPs and wealth-tech angels for a company like WealthAi. |
| Fidelity International Strategic Ventures | High | Fund | GBP 2-10M (typically Series A+) | Michael Sim | WealthAi | Fidelity-adjacent wealth OS | Seed Round | FISV's thesis of backing founders redefining wealth and asset management, including Quantifeed, Theia Insights and Finster AI, maps directly to what WealthAi is building as the AI OS for wealth managers. |
| Nordic Eye Venture Capital | Low | Fund | EUR 1-3M | Investment Team | WealthAi | Nordics wealth ops | Seed Round | Nordic Eye's late-seed-to-Series-A focus on proven product market fit fits WealthAi's current 2 live reference clients and £2.6M Y1 TCV pipeline trajectory, though their portfolio skews consumer and lifestyle rather than B2B fintech. |
| Alpana Ventures | Medium | Fund | CHF 250K-2M (Seed, early-stage) | Pascal Widmer | WealthAi | Swiss Wealth AI Stack | Seed Round | Pascal, Alpana's Swiss lens on fintech and digital transformation, alongside bets like Lend and Qwil, lines up with what WealthAi is building for the wealth stack. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and a Capital Economics distribution deal into 250 firms. |
| Boundary Holding | Low | Fund | Bridge cheques, pre-Series A | Rajat Khare | WealthAi | AI for Regulated Industries | Seed Round | Rajat, Boundary Holding's AI and deep tech thesis across regulated verticals, with bets like Konux on AI for rail, maps to where WealthAi is applying agentic AI. We are the AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and an FCA/MiFID II compliance-first build. |
| Elderstreet Investments | Low | Fund | GBP 2-10M (growth / development capital) | WealthAi | UK Vertical SaaS | Seed Round | Elderstreet's UK growth capital remit through the Draper Esprit platform, and past fintech bets like FintechOS, maps to where WealthAi is building. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and a Capital Economics distribution deal into 250 firms. | |
| Insta Ventures | Low | Fund | USD 100K-500K (late seed, Round A) | WealthAi | Global Vertical AI SaaS | Seed Round | Insta Ventures' SaaS, fintech and AI thesis at late seed, alongside bets like HuLoop on AI automation, overlaps with where WealthAi is building. We are the agentic AI operating system for wealth managers, replacing fragmented legacy platforms, with 2 live reference clients and a Capital Economics distribution deal into 250 firms. | |
| Grazia Equity | High | Fund | USD 1-5M average (own capital, flexible stages) | Jochen Kluppel | WealthAi | Hypatos Parallel | Seed Round | Grazia's lead on Hypatos for autonomous finance AI and on Affinity Africa for financial services access shows appetite for AI-native fintech at the point where legacy workflows break. WealthAi is doing the same for wealth managers, with 2 live reference clients and a £2.6M Y1 TCV pipeline already booked. |
Lemlist Export Downloads
4. Outreach Methodology
How we run the campaign: format rules, email templates, opening line standards, and qualification approach.
4.1 Open VC Format Rules
| Body under 1,000 characters |
| Subject under 60 characters |
| First name greeting only ("Hi John"). No "Dear" or "Sir/Madam" |
| No apologies for sending the email |
| Simple language describing what WealthAi does |
| Specific numbers, not vague claims ("£2.6M Y1 TCV pipeline" not "impressive traction") |
| Short paragraphs. Use bullet points for traction highlights |
| One link only (pitch deck via DocSend), zero images |
| Confident CTA ("Would you be open to a 20-minute call?"). No meek asks |
| Short signature: name, title, email. No phone, no socials, no legal entities |
| Always sent from @wealthai.tech |
4.2 Email Templates
Template 1: VC Fund Cold Email
Hi [FIRST_NAME],
[OPENING_LINE]
I'm Jason, founder of WealthAi. We're building the AI Operating System for wealth managers, replacing fragmented legacy platforms with an agentic AI platform that handles compliance, research, investments, and operations in one place.
Key highlights:
- 2 live reference clients (non-paying pilots), 25 firms in pipeline (£2.6M Y1 TCV unweighted)
- Capital Economics distribution deal: 250 institutional clients
- 17 MarketPlace partner relationships (6 live, 11 LOIs/MOUs signed)
- Compliance-first architecture (FCA/MiFID II native)
- £3M Seed, 50% soft committed, June 2026 close
[DECK_LINK]
Would you be open to a 20-minute call?
Jason Nabi
CEO, WealthAi
jason@wealthai.tech
Template 2: Angel Cold Email
Hi [FIRST_NAME],
[OPENING_LINE]
I'm Jason. After 20 years building and scaling regulated fintech platforms, I founded WealthAi: the AI Operating System for wealth managers.
The wealth industry runs on broken infrastructure. 60%+ of advisor time lost to admin and data hunting. We replace that with an agentic AI platform handling compliance, research, and operations end-to-end.
- 2 live reference clients, 25 firms in pipeline, £2.6M Y1 TCV unweighted
- Capital Economics: 250 institutional clients via strategic distribution deal
- Compliance-first (FCA/MiFID II native), European mid-market focused in a segment proven by $75M+ of adjacent AI-native OS funding in other geographies
- Raising £3M Seed, 50% committed
[DECK_LINK]
Happy to share more over a quick call.
Jason
jason@wealthai.tech
Template 3: Strategic Investor-Customer
Hi [FIRST_NAME],
[OPENING_LINE]
I'm Jason, founder of WealthAi. We're building the AI Operating System purpose-built for wealth managers, family offices, and private banks. Our platform handles compliance monitoring, research, investment workflows, and operations through agentic AI.
Firms like yours are exactly who we built this for, and several of our earliest clients are also investors in the round.
- Live with 2 wealth management firms (pilot stage)
- Capital Economics distribution: 250 institutional clients
- 17 MarketPlace partner relationships (6 live, 11 LOI/MOU)
- Raising £3M Seed, strategic investors welcome
I'd value both your perspective as a potential user and your interest as an investor. Happy to show you the platform.
[DECK_LINK]
Jason Nabi
CEO, WealthAi
jason@wealthai.tech
Template 4: Warm Intro / Forwardable
Hi [INTRODUCER_NAME],
Thanks for offering to connect me with [INVESTOR_NAME]. Here's a short summary you can forward or adapt:
---
WealthAi is the AI Operating System for wealth managers. We replace fragmented legacy platforms with an agentic AI system handling compliance, research, investments, and operations.
- 2 live reference clients, 25 firms in pipeline, £2.6M Y1 TCV unweighted
- Capital Economics strategic deal: 250 institutional clients
- 17 MarketPlace partner relationships (6 live, 11 LOI/MOU), compliance-first (FCA/MiFID II)
- Raising £3M Seed, 50% committed, June close
Deck: [DECK_LINK]
---
Feel free to edit however works best. Appreciate the intro.
Jason
jason@wealthai.tech
Template 5: Re-Engagement Email
Hi [FIRST_NAME],
Quick update from WealthAi since we last spoke [DATE].
[FRESH HOOK - 1-2 sentences referencing what's changed since the last
conversation. Pick the strongest signal: new client, new ARR, Capital
Economics deal, soft commit progress, named lead investor, etc.]
We're now talking to investors about raising our seed round in Q2:
- £3M Seed
- 50% soft committed, June 2026 close
- [Lead position update if relevant - e.g. "Fuel Ventures positioned
for £1M lead"]
- 2 live reference clients, 25 firms in pipeline, £2.6M Y1 TCV unweighted
The conversation last time was [TOPIC THEY WERE INTERESTED IN].
[SPECIFIC REASON THEY MIGHT WANT TO RE-ENGAGE NOW]
Happy to send the latest deck and jump on a 20-min call.
Jason
jason@wealthai.tech
4.3 Opening Line Rules
| # | Rule |
|---|---|
| 1 | 1-2 sentences maximum. Not a paragraph. The email body does the heavy lifting. |
| 2 | Lead with something specific about the investor: portfolio company, stated thesis, recent deal, fund mandate, LinkedIn post. Never generic. |
| 3 | Bridge to WealthAi in the same breath. Pattern: "[their thing] ... WealthAi [is doing the adjacent/relevant thing]." Name WealthAi directly. |
| 4 | Don't repeat the email body. The opening can hint at the thesis but should not restate traction, team, or raise details. |
| 5 | No forced flattery. No "I really admire" or "your impressive portfolio." State the connection factually. |
| 6 | Every opening must be unique. If investors compare notes, Jason should not look like he's copy-pasting. |
Good Examples
- "Your seed investment in Flagstone and Flux shows you back founders rethinking financial services infrastructure. WealthAi is doing the same for wealth management, where legacy platforms still dominate."
- "I noticed Illuminate's focus on enterprise software for financial services. WealthAi sits squarely in that thesis, building the AI OS that wealth managers are actively looking for."
- "Having spent 15 years at UBS running advisory technology, you've seen first-hand how broken the infrastructure is. WealthAi is replacing it."
- "Your work scaling compliance at Nutmeg gave you a front-row seat to the regulatory burden facing wealth firms. That's exactly the problem WealthAi automates."
- "Your backing of PolyAI shows you understand agentic architectures in regulated industries. WealthAi applies the same pattern to wealth management."
- "Running compliance across multiple jurisdictions at [FIRM], you know how much time gets lost to manual monitoring. WealthAi was built to solve that."
- "As a firm managing GBP 500M+ AUM, the admin burden your team carries is exactly the problem our platform eliminates."
Bad Examples (and why)
- "I really admire your work in financial services technology."Generic flattery, could be any startup.
- "Given your track record investing in fintech, I thought I'd reach out."Nothing sentence. Every founder says this.
- "WealthAi is revolutionising wealth management with AI."Leads with WealthAi, not the investor.
- "I noticed you invest in early-stage companies."So does every investor on the list.
4.4 Investor Evaluation Process
| Step | Output |
|---|---|
| 1. Profile Summary | One paragraph: current role, fund/firm, investment history, notable portfolio, check size, geography, stage focus. |
| 2. Fit Analysis | Honest assessment: thesis overlap, portfolio connection, check size compatibility, stage fit, geography, active status, red flags. |
| 3. Track Assignment | VC Fund / Angel (WealthTech) / Angel (AI/Tech) / Strategic Investor-Customer. |
| 4. Priority Rating | High (direct thesis match) / Medium (partial match) / Low (network access only). |
| 5. Opening Line | 1-2 sentences following all rules above. |
| 6. Notes | Application portals, routing rules, competitor investments, key relationships. |
4.5 Skip Criteria
| Zero portfolio overlap with FinTech / WealthTech / AI / Enterprise SaaS / financial services |
| Fund stage focus is exclusively Series A or later |
| Minimum ticket size exceeds the round (e.g. £5M minimum) |
| Portfolio includes Nevis Wealth, Avantos AI, or Unique AG (flag, don't auto-skip; Jamie or Jason decides) |
| Geographically irrelevant with no UK/European presence and no financial services focus |
| Profile states "not currently active" |
| Fund is clearly consumer / marketplace / crypto-only with no adjacent investments |
Skip discipline
Always explain the skip recommendation. If overriding a skip, write it up.
4.6 Crunchbase Qualification Approach
5-stage funnel applied to a Crunchbase fintech seed investor export (654 funds → 74 outreach-ready).
| Stage | Action | Result |
|---|---|---|
| 1. Hard Filters | Remove inactive, already-pipelined, competitor investors, out-of-scope geography | 654 → 575 |
| 2. Tier and Score | Score by geography + activity + type + sector adjacency | 575 → tiered |
| 3. Review | Manually review Tier 1 + Tier 2 funds | ~190 candidates |
| 4. Deep Profile | Research each fund, draft opening lines, flag skips | ~88 profiled |
| 5. Generate | Output JSON + Lemlist Excel | 49 outreach-ready |
Scoring Formula
| Dimension | Points |
|---|---|
| Geography: UK | +3 |
| Geography: Europe | +2 |
| Geography: US | +1 |
| Activity: 100+ investments | +3 |
| Activity: 50-99 investments | +2 |
| Activity: 10-49 investments | +1 |
| Type: Pure VC or Micro VC | +2 |
| Type: VC + other (CVC, family office, etc) | +1 |
| Sector: WealthTech (wealth, asset management) | +3 |
| Sector: RegTech (regulatory, compliance) | +2 |
| Sector: AI | +1 |
| Sector: FinTech core | +1 |
Tier Thresholds
| Tier | Score Range | Action |
|---|---|---|
| Tier 1 | 10+ | Profile all |
| Tier 2 | 7-9 | Profile all |
| Tier 3 | 4-6 | Profile selectively |
| Tier 4 | 0-3 | Skip unless specific match |
4.7 Tooling
| File | Purpose |
|---|---|
wealthai-investor-profiling.skill | Campaign skill file with full methodology |
qualify_crunchbase.py | Crunchbase CSV qualification script |
create_investor_spreadsheet.py | Lemlist-ready Excel generator |
merge_all_cold_pipeline.py | Merges all 4 batch JSONs into one Lemlist file |
pipeline-snapshot-2026-04-10.md | Latest pipeline data from Jason |
All tooling lives in the local investor research workspace.
5. Series A Track
Funds parked for late 2026 / 2027 Series A timing. Re-engage when seed closes.
Series A Track (parked)
Funds that are warm but explicitly waiting for Series A timing (late 2026 or 2027). Park these here. Re-engage when seed closes and Series A prep begins.
| Fund | Contact | Check | Status | |
|---|---|---|---|---|
| Insight Partners | Hailey | - | £1M+ | Very good mtg, next mtg Sept 2026 ahead of Series A |
| Radian Capital | Ray | - | £1M | Series A focus |
| Kit Maclaren | - | - | £1M | Series A focus |
| EOS Ventures | - | - | £1M | Series A focus, waiting for round launch |
| K1 | - | kbains@k1.com | £1M | Series A focus |
| SEI Ventures | - | rgregory@seic.com, acochand@seic.com | £1M | Seed-Series A, waiting for launch |
| FISV | - | - | £1M | Series A focus, waiting for launch |
| EJF Ventures | Michael Cherepnin | mcherepnin@ejfcap.com | £500K | Seed-Series A, deck sent 3 Feb |
| Fidelity International Strategic Ventures | - | - | £1M+ | From cold profiling: perfect wealth thesis but Series A bias |
Reminder
When seed closes (target June 2026), schedule re-engagement campaign for this group with updated metrics, lead investor confirmed, and Series A timing.