Crowdfunding deal flow: from portal rabbit holes to a weekly brief

The old routine

I used to open FrontFundr and other crowd-investment portals the way some people open social feeds: hunting for the next interesting round, tab after tab, sometimes for hours—skimming decks, minimums, and close dates until my eyes glazed over. The bottleneck was not curiosity; it was review load. There was no single queue, just a pile of open browser tabs and half-remembered deadlines.

What I delegate now

I still decide what to invest in. FinityAi helps with the prep work: on a schedule I choose (weekly works well), I ask the assistant to scan the portals I care about, summarize each live campaign in plain language, drop a structured note into Notes so nothing lives only in a tab, and set reminders so I review before the round closes—not the night of.

That is the shape of delegated execution we care about: research and housekeeping, with review before anything irreversible. No servers to run; sign in, connect the tools you use, and keep the human in the loop.

Assistant prompt

Paste the block below into the assistant. Change portals, cadence, and tools to match you.

Every Monday, scan FrontFundr and the other equity crowdfunding sites I use for new and updated campaigns.

For each open round, give me a tight block: company name, sector, raise type, minimum ticket, valuation or cap if stated, key risks in one line, and the stated close date.

Create or update a note in FinityAi (Notes) titled "Crowdfunding watch — [calendar week]" with one bullet per deal and links to each listing.

For any campaign closing within the next 14 days, add a reminder (task or calendar) titled "Review [company] round before close" due two days before the close date so I have time to read the docs—not investment advice, just my own review queue.

End with a three-line "this week only" summary of what changed since last run.

A word on responsibility

This workflow is organizational: it does not tell you what to buy. Crowdfunding and private investments carry real risk; do your own diligence, read the issuer materials, and treat assistant output as starting notes, not a recommendation.

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More on connecting tools: Integrations. Release-level updates: changelog.