Transform deal flow outreach with intelligent email automation
Orchestrate personalized investor outreach at scale—automatically draft, send, and track emails while monitoring responses for qualified opportunities.
Use cases
- Auto-generate personalized outbound emails to sourced companies using research findings and firm templates—hundreds of custom messages without copy-paste
- Build intelligent follow-up sequences: automatically send progression emails when recipients open but don't respond, adjusting tone based on engagement
- Monitor inbox for seller teasers and NDAs: QX scans incoming emails, extracts deal details, and creates CRM records with attached documents
- Track outreach performance by analyzing open rates, response times, and conversion to meetings—automatically flag what messaging works
AI-Powered Email Drafting
Generate personalized outreach emails using company intelligence, past successful templates, and your firm's tone—scaled across hundreds of targets
Smart Response Monitoring
Automatically classify incoming replies by intent (interested, pass, needs more info) and route qualified opportunities to deal partners
Behavioral Sequences
Trigger follow-up emails based on recipient actions—opened but didn't reply, clicked a link, forwarded internally—without manual tracking
Inbox Intelligence
Scan incoming emails for investment signals (teasers, funding news, warm intros) and automatically populate CRM and workflow systems
About Gmail
Gmail is Google's email platform used by billions worldwide, including thousands of investment professionals. Its robust API and integration ecosystem make it ideal for workflow automation, while its deliverability and spam protection ensure your outreach actually reaches decision-makers.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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