Moneyball.Ai

Moneyball.ai is a Finance tool that acts as an AI investment banker. It helps boutique investment banks and SPV sponsors find investors, match deals, and drive checks, ensuring FINRA and SEC compliance.

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At a glance

Pricing

Custom

Free tier

API

Skill level

Mixed

About

What is Moneyball.ai?

Moneyball.ai, featuring 'Moe Money,' is the first AI investment banker designed specifically for boutique investment banks and SPV sponsors. It automates critical functions like investor sourcing, deal matching, and driving checks, all while maintaining FINRA and SEC compliance. The platform offers unified outreach and CRM capabilities, enabling multi-channel communication (email, SMS, WhatsApp, phone) with full tracking. Moe Money provides smart matching and coordination through investor dossiers, intelligent deal matching, and live coordination for meetings. Users can customize their AI agent, defining its workflow scope (fully automated, human-in-loop, or hybrid) and integrating with existing tools like G Suite, Outlook, HubSpot, and other CRMs. The tool aims to accelerate deal closures and streamline investor engagement funnels, offering a 60-day implementation guarantee.

Best used for

Ideal for investment professionals and SPV sponsors who need to automate investor outreach, efficiently match deals with investors, and streamline their entire deal-closing funnel. Especially valuable for ensuring FINRA and SEC compliance while accelerating fundraising and capital introduction processes.

Common actions

automate investor outreach

match deals

manage investor funnel

streamline deal flow

track investor engagement

Capabilities

Key features

Multi-channel investor outreach
CRM-style tracking platform
Custom AI agent setup
Investor dossiers & matching
Conference & event coordination
FINRA & SEC compliant

Target Audience

startup founderaccountant

Integrations

g-suiteoutlookhubspotzapier

Pricing & Plans

Custom

Pricing is customized based on your workflow size and usage.

FAQs

What is the difference between Junior Banker and Senior Banker options?

The Junior Banker is an entry-level AI focused on compliant scheduling and email-only follow-ups. The Senior Banker is a more advanced AI offering voice, email, text, and WhatsApp execution, inbound/outbound capabilities, enriched investor profiles, matchmaking, and custom workflows.

How long does it take to set up Moneyball.ai?

Typical setup for the Junior Banker takes 24 hours, while the Senior Banker requires 4-6 weeks. This includes getting your custom agent, integrations live, and first campaigns ready to launch, ensuring a fast time-to-value.

Can I customize the AI agent, Moe Money?

Yes, you can customize your AI agent. This includes renaming it, setting its voice (gender, tone), and defining its workflow automation mix, choosing between fully automated, human-in-loop, or hybrid operational modes.

What kind of results can I expect from using Moneyball.ai?

Results vary by firm, workflow, and deal-flow. Early users have reported approximately 50%+ email open-rates, 3-4x higher meeting rates, and 10x faster follow-up times, significantly improving investor engagement and deal progression.

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