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Use caseVenture capital

A seed investor’s week: founder intros from X, LinkedIn and Telegram on one desk

Founders cold-DM on X, scouts intro on Telegram, co-investors coordinate on Slack. A walkthrough of a seed investor keeping every thread warm.

This walkthrough is an illustrative composite built from common dealmaker workflows. Names, firms and figures are invented. It is not a customer story.

The week

Sam writes small first checks into B2B software companies. In a typical week he gets founder DMs on X, scout intros on Telegram, warm intros on LinkedIn, and a Slack Connect channel with two co-investors on a round he is leading.

The best founders move fast. A reply that takes four days because the thread got buried can cost the allocation.

The same week, in one workspace

  1. One list for every founder thread

    X, LinkedIn, Telegram and Slack conversations sit in one list. Sam replies to each founder on the network they chose.

  2. Intros become companies on the desk

    Claude suggests a deal when a scout introduces a company, with the intro attached. Sam files the ones he wants to meet. The rest he dismisses in a second.

  3. Founders and scouts in the Rolodex

    Emails and phone numbers shared in intros become Rolodex fields, so the founder he meets in March is still findable in September.

  4. The round in one view

    For the round he is leading, the deal holds the founder, the co-investors and the next step, next to the Slack thread where terms are being discussed.

Alongside the tools he already uses

Sam still keeps his fund’s portfolio records elsewhere. Merger is where the conversations happen. An AI assistant can read his saved contacts and deals through the Merger API when he wants a summary before partner meeting.