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.
Built for Investment Banking
The premier AI assistant crafted exclusively for boutique banks and SPV sponsors.
Email Campaigns
Automated conversations powered by your knowledge base to answer investor questions.
Replace Your Calendly
Purpose-built scheduling that understands investment workflows and compliance needs.
Moe Money,
your AI-powered
deal partner.
Moe manages your scheduling and outreach. You stay in control, jump in when it matters. Moe handles the rest.
Watch Moe Junior 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 outreach, books meetings, tracks interaction, follows-up without reminders.
The only AI built
for finance professionals
The only AI Employee for finance professionals
The only FINRA- and SEC-compliant AI employee in the market
The only AI with polite reminders, so you can set-it-and-forget-it
The only AI with multi-party time zone handling
The only one that remembers context and time zones over time and across threads
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
+ More
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