Marketing automation for venture capital and private equity firms
The best founders and management teams check who you are long before they take your call. Maggie, your AI CMO, turns your thesis, new deals and portfolio news into regular insights and LinkedIn posts, and a partner approves every one.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why investment firms go quiet between deals
Your partners spend their days on diligence, board meetings and portfolio support. Your own story waits until there's a deal to announce.
Founders can't tell what you back
A founder raising a seed or Series A round looks at your website and LinkedIn to see whether you invest in their sector and stage. A two-line thesis and a logo wall don't tell them whether to send you the deck.
Partners' insight stays in the IC memo
Your team has sharp views on where a market is going, why a business model works and what good looks like at each stage. It's written up for the investment committee and never seen by the founders you want to meet.
Portfolio wins pass without a word
A portfolio company launches in a new country, hires a strong leader or completes an add-on acquisition. It's a chance to show how you help, and it slips by while everyone is busy.
Every post feels like a risk
Anything that touches returns, performance or an investment opportunity can be read as a financial promotion. So drafts wait for a compliance check that never quite gets scheduled.
You led a new round last week, and the posts about why are ready to review.
It's Monday. You closed a seed investment in a climate software company on Friday, two portfolio companies have news this month and your fund's LinkedIn page last posted when the fund closed.
You paste your firm's website into cmo.so. Maggie reads it and writes your brand profile: your focus on early-stage software and climate, the founders you back, how your partners support portfolio companies, what sets you apart from larger funds and the clear, plain-spoken voice you use. You turn on Content Policy Guard for financial rules and add a house rule of your own: no post may mention fund performance or returns.
By Tuesday the drafts are waiting, each with a picture in your firm's look: a LinkedIn post from the lead partner on why you backed the team, a blog post on what you look for in a climate software founder at seed, and a LinkedIn post celebrating a portfolio company's first international hire. Content Policy Guard has held one line that read like an invitation to invest, with a suggested rewrite. Your compliance lead reads each one, approves two and edits the third.
The posts go out at the times you set, and each comes back with its link. While you're in board meetings, Maggie is already planning next month's thesis piece, AI visibility shows how Google's AI answers describe your firm, and Search Console in cmo.so shows which insights founders are reading.
A marketing assistant who keeps your firm visible to the right founders
Each of those problems has an answer, and your partners still decide what goes out under the firm's name.
Your thesis, written out
Insights on the sectors you back, what you look for at each stage and how you work with founders, written for Google and for AI answers. Published to your WordPress, Webflow, Wix or Shopify site, or any site through the cmo.so API.
Insights on autopilotLinkedIn that shows how you think
Regular posts from the firm's page on new investments, portfolio milestones, events and your partners' views. LinkedIn is where founders, management teams and co-investors look first.
LinkedInChecked before anyone sees it
Turn on Content Policy Guard and posts are checked against financial rules, or your firm's own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardEvery deal and milestone used well
Add a new investment or portfolio news to your brand profile, and Maggie, your AI CMO, plans posts around it for the right channels, so good news reaches founders and not just your inbox.
Portfolio newsKnow what AI says about you
Founders increasingly ask AI tools which investors back their kind of company. AI visibility shows how Google's AI answers describe and mention your firm.
AI visibilityApprovals that fit your firm
By default nothing goes out until it's approved. Add partners and your compliance lead in Me → Team with presets such as editor or manager, and approve from the iPhone app or app.cmo.so between meetings.
ApprovalsYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your firm's website to reviewed insights in four steps
Enter your website
Maggie reads it and drafts your firm's brand profile in minutes.
Set your rules
Correct your sectors and stages, turn on Content Policy Guard for financial rules and add your firm's own.
Review the drafts
Your first week of posts arrives with pictures. A partner or compliance lead approves, edits or skips each one.
Let them go out
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways investment firms try to stay visible, and where each one runs out.
…leave it to partners' personal LinkedIn?
Some partners post brilliantly, most post when they have a spare evening, and the firm's own page and website stay quiet. Maggie keeps the firm's channels going every week, and partners can still post as themselves.
…hire a platform or marketing lead?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and smaller funds rarely have the budget. Maggie writes and publishes every week from £15 a month, and a person still reviews every post.
…use a financial PR agency?
PR agencies are good at fund announcements and press, and they're usually priced for big moments, not weekly posts. Maggie handles the steady work between announcements.
…write it with ChatGPT?
You still brief it, check it, make the picture and post it yourself, and it doesn't know your thesis, your portfolio or your house rules. Maggie remembers your firm and puts posts out on schedule.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for venture capital and private equity firms: your questions
Still unsure?
What is marketing automation for venture capital and private equity firms?
It's software that does the repeating work of marketing an investment firm: planning topics around your thesis and portfolio, writing insights and LinkedIn posts, making pictures and publishing them on schedule.
With cmo.so, Maggie does all of it from your firm's website, and nothing goes out until someone at the firm approves it.
How do venture capital and private equity firms get more clients online?
For an investment firm, the “clients” online are mostly founders, management teams and co-investors, and firms reach them by being clear and visible: a thesis written out on their own website, regular LinkedIn posts about deals and portfolio news, and answers that AI tools can quote.
Maggie writes those posts every week, and Search Console and AI visibility in cmo.so show which insights are being found and how Google's AI answers describe your firm.
How much does marketing automation cost for a VC or PE firm?
There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month covers two posts a day, and Pro at £45 a month suits a firm posting on several channels.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should investment firms start with?
Most firms start with LinkedIn, where founders, management teams and co-investors look first, plus an insights section on their own website.
YouTube is in beta and can suit recorded talks and founder interviews. Each channel has its own posting times and queue.
Is it safe to use AI to write content for an investment firm?
It is safe when a qualified person reviews every post before it's published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial rules as a draft with a suggested rewrite.
Content Policy Guard gives AI suggestions, not legal or compliance advice. It doesn't make a post compliant on its own, and your firm stays responsible for what it publishes.
Can it avoid posts that look like financial promotions?
You can add your own rules to Content Policy Guard, such as “never mention returns or fund performance” or “no invitation to invest”, and a post that may break them is held as a draft with a suggested rewrite.
Your compliance lead should still review posts aimed at investors, and you can keep approvals on for every channel.
Will posts name our portfolio companies?
Only the ones you choose. Maggie works from your website and brand profile, and you can tell her which companies and news can be shared.
She doesn't invent deals, valuations or results, and every post waits for approval, so nothing is announced before you're ready.
Can cmo.so help portfolio companies with their own marketing?
Yes. Each portfolio company can have its own website in cmo.so with its own brand profile, channels, schedule and approvals.
That makes it simple to offer marketing support across the portfolio without one team writing for every company.
Does it send our LP updates or investor newsletters?
No, cmo.so stays out of investor reporting. Maggie writes and publishes blog and social posts; she doesn't send email newsletters or connect to investor or client record systems.
Your LP reporting stays exactly where it is.
We run an angel network for SEIS and EIS investors. Does it suit us?
It can, with care. Maggie can write educational posts about how early-stage investing works, and posts aimed at investors are exactly where Content Policy Guard and a qualified reviewer matter most.
These are AI suggestions, not legal or compliance advice, and your firm stays responsible for every post it approves.
We have several funds. Can cmo.so handle each one?
Yes. If each fund or strategy has its own website, add them all to one account and each gets its own brand profile, channels, schedule and approvals.
If they share one website, Maggie can plan posts for each strategy from the same brand profile.
Can partners and our compliance lead approve posts?
Yes. In Me → Team you can add people and choose what each can see or change, using presets such as editor or manager.
So a partner can approve posts about their deals while your compliance lead keeps an eye on everything that goes out.
Let the founders you want to back find out how you think
Enter your website. Your brand profile and first posts are ready in minutes, and nothing goes out until someone at your firm approves it.
- Free plan, no card needed
- You approve every post
- Cancel any time