The First AI Investment Banker
Moe Money is the first AI built for boutique investment banks & SPV sponsors that does cap intro, matches deals, and drives checks.
Unified Outreach & CRM
Multi-channel outreach with full CRM tracking. One system, end-to-end visibility.
Smart Matching & Coordination
Investor dossiers, intelligent matching, and live coordination for meetings and events.
Custom Automation, Guaranteed
Tailored agents with flexible automation and a 60-day implementation guarantee.
Moe Money,
your AI-powered
deal partner.
Moe manages your entire investor engagement funnel. You stay in control, jump in when it matters. Moe handles the rest.
Watch Moe Senior Banker in Action
Watch how Moe Money automates investor outreach, matches deals, and drives checks—all while you stay in control.
Plug in. Customize. Automate.
Connect your stack
Sync G Suite, Outlook, HubSpot or your CRM, call-recording tools, Zapier feeds and more.
Customize your agent
You can rename them, set their voice, gender, workflow scope (fully automated, human-in-loop, or hybrid), and more.
Launch your campaign
Runs multi-modal outreach, matches investors to deals, tracks interaction, books meetings, sends NDAs, follows-up until checks are signed.
Implementation guarantee
If you don't find value within 60 days of setup we'll refund your implementation fee — no questions asked.
Generic tools
don't solve your workflow.
Moe is different.
Designed for your domain. Investor networks, SPV syndication, deal-matching, pitch-to-close motion.
Customize your agent
You can rename them, set their voice, gender, workflow scope (fully automated, human-in-loop, or hybrid), and more.
Launch your campaign
Moe runs multi-modal outreach, matches investors to deals, tracks every interaction, books meetings, sends NDAs, follows-up until checks are signed.
Connect your stack
Sync G Suite, Outlook, HubSpot or your CRM, call-recording tools, Zapier feeds and more.
Track in real-time
Monitor investor engagement, deal progress, and funnel metrics with a real-time CRM-style dashboard.
Built for The Deal-Maker
Multi-Modal Outreach
Email, SMS, WhatsApp and phone. Engage investors wherever they are.
CRM-style Tracking Platform
Prospect, meeting, committed check. Full logs and real-time funnel view.
Custom Agent Setup
Name Moe, define his workflow, choose human-in-loop levels or full automation.
Investor Dossiers & Matching Engine
Automatically build behavior profile, past deal-interest, reliability, and match them to the right opportunities.
Conference & On-Site Coordination
Last-minute scheduling, booth-meet logistics, rescheduling when the floor chaos hits.
60-Day guarantee & Implementation Support
Launch without risk, with full support and fast time-to-value.
Your no-risk launch.
We back Moe's performance with a 60-day, no-questions-asked money-back guarantee. As we're rolling out capacity, you can join our early-access program now. Limited seats. Get ahead. Upgrade your workflow.
Meet Our
AI Banker Options
Select the option that suits the best for you.
Start with a Junior Banker, scale up with a Senior Banker.
Junior Banker
StandardPositioning
Entry-level AI banker
Built for Investment Professionals
Focused on compliant scheduling and follow-ups
Skills
Scheduling
Persistent Nudges
FINRA + SEC Compliant
Email-only Execution
Senior Banker
UpgradePositioning
Senior-level AI banker
Built for Investment Professionals
Focused on compliant scheduling and follow-ups
Skills
Scheduling
Persistent Nudges
FINRA + SEC Compliant
Voice, Email, Text, WhatsApp
Inbound and Outbound Execution
Research to Create Enriched Investor Profiles
Matchmaking
Custom workflows
Frequently Asked Questions
Typical setup for Junior Banker takes 24 hours, for Senior Banker takes 4-6 weeks. You'll have your custom agent, integrations live and first campaigns ready.
We support G Suite, Outlook, HubSpot, major CRMs, call-recording tools, Zapier workflows — and we'll add more as we go.
Yes — choose the name, voice (gender, tone), workflow automation mix (human-in-loop or fully autonomous).
No — if you already use one, Moe plugs in seamlessly. If you don't, his platform handles the funnel and tracking.
Results vary by firm, workflow and deal-flow. Early users report ~50%+ email open-rate, ~3-4x higher meeting rates, and 10x faster follow-up times.
We use enterprise-grade security protocols. Your data remains your data. We'll walk you through during onboarding.
Pricing is customized based on your workflow size and usage. We'll walk you through in your demo.
Ready to give Moe a seat on your team?
Request your demo today and see how Moe Money can transform your deal-workflow