FINANCE
Fundraise-target runway brief with CEO-drafted narrative
Quarterly, the CEO agent reads BigQuery runway data, reasons about how much to raise to clear an 18-month target.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionQuery cash, burn, and growth-adjusted spend from BigQueryBigQuery
- LogicCEO agent reasons about raise size for 18-month target
- ActionGenerate funded vs. unfunded runway chartImage generation
- ActionDraft the Coda fundraise brief with narrativeCoda
- OutputEmail the founder the brief link via OutlookOutlook
What it does
Each quarter it turns runway math into a fundraise recommendation. It pulls cash, burn, and growth-adjusted spend from BigQuery, then the CEO agent reasons about the raise size needed to clear an 18-month runway target under expected burn growth. It charts funded versus unfunded trajectories and drafts a Coda brief with a narrative recommendation in the company's voice.
When to use it
When leadership wants a recurring, defensible starting point for raise-size conversations rather than ad-hoc napkin math. Best when you want both the numbers and a written rationale a founder can edit and forward.
How it works
- 1A quarterly schedule starts the run.
- 2It queries BigQuery for cash, burn, and growth-adjusted spend.
- 3The CEO agent reasons about raise size needed to reach the 18-month runway target under projected burn growth.
- 4It generates a funded-versus-unfunded runway chart.
- 5It drafts a Coda fundraise brief with the recommended raise, assumptions, and narrative.
- 6It emails the founder the Coda link via Outlook for review and edit.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect Image generationManaged Nano Banana image renders, metered per image.
- 3Connect CodaDocs, packs, automations.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.