AI & AutomationFinance / Investor Community
An AI-staffed CRM where agents draft the work and humans approve it
Built for an accredited-investor network
A compliance-first CRM for an investor community, with a team of AI agents that sense events, draft actions, and wait in an approvals inbox before anything goes out.
6
AI agents in production
15
serverless functions
100%
of agent actions audit-logged
The problem
A fast-growing investor network ran on Airtable, Zoom reports, chat exports, and manual follow-up. Accreditation compliance (who may legally see which deals) lived in people's heads.
What we built
- Accreditation gate enforced at the database layer — non-accredited members physically cannot see gated deals, fail-closed
- Six AI agents (webinar ops, chief of staff, concierge, member support, churn, accreditation triage) that draft actions into an approvals inbox
- Automatic sync from the CRM, webinar attendance, community roster, and investor platform
- Forms engine replacing Airtable forms, with public share links
- Append-only audit trail on every table; money handled as integer cents
The outcome
Live backend running nightly reconciliation and agent runs — leadership reviews drafted actions each morning instead of doing the work by hand.
Walkthrough
A guided video walkthrough of this system is available on a call — the live product can't be shown publicly.
Request a walkthrough →Stack & integrations
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