AI for real estate investors raising capital.
Research potential investment partners, build a Google Sheets shortlist and prepare personalized outreach drafts in Gmail. Save the workflow and run it again.
Start with investor prospecting and outreach
Works with 4,000+ tools you already use
Connect Gmail, Google Sheets and your CRM. You choose what Okou can read or update.
Gmail
Google Sheets
Google Calendar
Google Drive
HubSpot
Slack
Notion
GitHub
Linear
Figma
Stripe
Salesforce
Jira
Asana
Zoom
Intercom
Zendesk
DropboxGmailGoogle SheetsGoogle CalendarGoogle DriveHubSpotSlackNotionGitHubLinearFigmaStripeSalesforceJiraAsanaZoomIntercomZendeskDropbox
Shopify
Airtable
Sentry
Vercel
Discord
Google Docs
Calendly
DocuSign
Mailchimp
Canva
ClickUp
Todoist
GitLab
Outlook Mail
YouTube
X
Reddit
InstagramShopifyAirtableSentryVercelDiscordGoogle DocsCalendlyDocuSignMailchimpCanvaClickUpTodoistGitLabOutlook MailYouTubeXRedditInstagramMore time for investor relationships. Less legwork.
Okou researches potential investors, organizes a shortlist and drafts your first message. You review the results and choose who to contact.
GmailGoogle SheetsGoogle CalendarGoogle DriveHubSpotSave the process for your team, or schedule a fresh shortlist each Monday.
Give Okou the first job
Start with one shortlist. Review, refine and save what works.
- 01
Share your investor criteria
Describe your market, deal type and target investors. Include contacts to exclude.
- 02
Connect your tools
Use Google Sheets for the shortlist and Gmail for drafts. Add your CRM for existing records.
- 03
Review the shortlist and drafts
Check sources, contact details and messaging before reaching out.
- 04
Save and schedule
Reuse the workflow with your team. Add a schedule for fresh shortlists.
One workflow, from investor research to outreach
Research prospects, organize the findings and prepare outreach. Repeat for your next raise.
Find potential partners with a reason to connect.
Share your market, deal type and investor criteria. Okou researches public investment interests and professional backgrounds to explain each prospect's fit.
You get back: A prospect list with sources and individual outreach briefs.
Research five potential investment partners for my deal. Summarize their interests, background and fit, with outreach briefs, source links and unverified details flagged.
Your prospect research is ready to review.
- 1.Checked prospects against your criteria
- 2.Summarized documented interests and backgrounds
- 3.Linked sources and flagged unverified details
Updated in Google Sheets: Investor prospects — outreach briefs
A shortlist you can actually work from.
Compare prospects, investment interests and research notes in one Google Sheet. See the fit and decide who to contact.
You get back: A Google Sheet with Prospects, Outreach Briefs, and Sources & Notes tabs.
Organize the research in Google Sheets with fit, verified business contacts, outreach notes and sources. Flag missing details and remove duplicates.
Your investor shortlist is ready for review.
- 1.Organized prospects and backgrounds
- 2.Added outreach briefs and sources
- 3.Checked duplicates and missing contacts
Updated in Google Sheets: Real estate investor prospects & outreach
Personal outreach, ready for your review.
Connect each prospect's documented interests to your approved deal context. Okou prepares a personalized Gmail draft for you to review and send.
You get back: Personalized Gmail drafts with a clear next step.
Draft an introduction using each prospect's research and my approved deal context. Verify recipients, use my signature and leave every email unsent.
Your outreach drafts are ready in Gmail.
- 1.Personalized each message from the research
- 2.Checked recipients and sender identity
- 3.Saved as drafts; nothing sent
Make the process a workflow your team can reuse.
Save Investor Prospecting and Outreach for your team. Run it when needed, or schedule a fresh shortlist for review each Monday morning.
You get back: A reusable workflow with an optional Monday schedule.
Save this workflow. Each Monday, research new prospects and prepare a shortlist for review. Confirm the schedule with me and keep outreach as drafts.
Workflow saved. Confirm the time and review destination to enable the schedule.
- 1.Saved your criteria and research steps
- 2.Ready for your team to reuse
- 3.Schedule pending confirmation; outreach unsent
A repeatable process for your next raise
Let Okou prepare the next round while you focus on relationships.
The result lands in your tools
Review your shortlist in Google Sheets and personalized drafts in Gmail.
Your team can reuse what works
Save your criteria and outreach approach. Teammates can run the workflow with their own approved accounts.
You control access and review
Choose what Okou can access or change. Investor emails stay in draft for you to review and send.
Common questions
What does the investor prospecting workflow produce?
A Google Sheets shortlist with investment interests, backgrounds, source links and outreach briefs, plus personalized Gmail drafts ready for your review.
Can it confirm that someone is an accredited investor?
Public profiles do not establish accredited-investor status. Okou keeps it unverified unless supported by appropriate documentation, and flags missing information.
Does Okou send outreach automatically?
These workflows leave all messages unsent. Okou prepares Gmail drafts using verified contacts; you review and send them.
Can my team reuse it and run it every Monday?
Yes. Share the workflow with your team, then schedule it using your own connected accounts. Choose the time, time zone and review destination. Outreach stays in draft.
What other capital-raising work can I hand over?
Investor follow-ups, market and deal research, weekly investor updates, content creation and CRM updates. Start with the work you repeat most.
How do I get started?
Share your criteria, connect Google Sheets and Gmail, and start with five prospects. Review the shortlist and drafts, then save the workflow.
Explore more: workflows and automation, what Okou creates, connectors, security, and pricing.
You decide what matters. Okou handles the rest.
From $20/month. Cancel anytime.
