Guest Intelligence for Investor Events — Know Who’s Fundraising, Who’s an LP Prospect, Who Knows Whom
AI-powered guest intelligence for PE firms, VC funds, and investor events. Relationship mapping, LP dinner guest vetting, and deal-sourcing event optimization.
The Problem
"Your investor events need to generate real deal flow, not just networking."
"Who in the room is actively fundraising? Who’s connected to your portfolio?"
"You hosted the event. Did it generate any deal flow?"
How Moots Works
- Step 1: Import Attendee List — Import from your CRM, a spreadsheet, or directly from the event platform.
- Step 2: Score Against Fund Thesis — Moots scores each attendee against your LP criteria, deal-sourcing objectives, and fund thesis.
- Step 3: Map Relationships — See who knows whom, mutual connections, portfolio overlap, and existing relationships between attendees.
- Step 4: Strategic Guest Placement — AI organizes guest placement with written rationale. Every interaction at your event has a thesis behind it.
- Step 5: Must-Meet Introductions — The introductions engine identifies which guests must meet and assigns a team member to facilitate.
- Step 6: Track Deal Flow — Post-event: connect to your CRM to track which introductions led to deal flow or LP commitments.
Platform Preview
Evaluated: 800 | Qualified: 95 | Invited: 40
Integrations
Moots integrates with Salesforce, HubSpot, Splash, Paperless Post, Luma, Greenvelope, Notion, Slack, Telegram, Webhooks & API.
Frequently Asked Questions
How does Moots help with LP dinner guest vetting?
Moots scores every potential attendee against your fund thesis and LP criteria. For a 30-seat dinner, the AI ensures every seat has a strategic thesis behind it.
Can Moots map relationships between event attendees?
Yes. Moots maps who knows whom, mutual connections, portfolio overlap, and existing relationships. This informs both seating strategy and introduction facilitation.
How does AI seating work for investor dinners?
Moots AI auto-seats guests based on your event criteria — fund thesis, relationship potential, deal-sourcing objectives — and provides a written rationale for each placement.
Can Moots track deal flow generated from events?
Yes. Moots connects to your CRM to track which event introductions and conversations led to deal flow, co-investment opportunities, or LP commitments.
How does the introductions engine work for investor events?
Moots AI identifies must-meet pairings based on fund criteria and relationship intelligence, explains why each connection matters, and assigns a team member to facilitate.
Moots Also Works For
- Wealth Advisory — Guest intelligence for advisory boards, client dinners, and wealth conferences
- Tech Communities — Guest intelligence for developer events, founder meetups, and demo days