| name | mundi-orch-investor-outreach |
| description | Investor-outreach pipeline — PB investor screener → Apollo/A-Leads contact enrichment → Gemini message personalization → HeyReach campaign push → Supabase CRM log. Use when building an investor outreach campaign from a thesis or list of target firms, refreshing contacts on existing campaigns, or wiring signal-to-outreach handoff. |
| allowed-tools | Read, Write, Edit, Bash, Task, Grep, Glob, mcp__pitchbook__*, mcp__heyreach__*, mcp__supabase__*, mcp__qmd__* |
Mundi Orch — Investor Outreach
Overview
The end-to-end investor-outreach engine. Turns "I want to reach warm+cold investor candidates on theme X" into scheduled HeyReach campaigns with Supabase CRM writeback and provenance.
Input: thesis or investor-target list (PB investor IDs, fund names, or YAML)
Output: HeyReach list populated + campaigns configured + Supabase log with provenance + digest markdown
When to use
- Kicking off a new investor outreach sprint for a deal or fund theme
- Refreshing contact data on an existing HeyReach campaign (decision-makers changed)
- Wiring a signal-detection run into outreach without manual CSV handoff
- Follow-up sequence generation (response received → next-step personalization)
Skip if:
- Operator-side outreach (pitching Mundi Princeps itself) — use
apps/investor-outreach-platform/ workflow instead
- Cold-email only (no LinkedIn component) —
saraev-cold-email-campaigns + cold-email are sufficient
Pipeline (8 steps)
[1] Investor screen → pb_screen_investors with thesis filters (stage, check size, sector, geo)
[2] Entity resolve → pb_entity_resolve for each hit (dedup, get canonical ID)
[3] People enrich → pb_person / pb_advisor → decision-makers, partners, associates
[4] Contact enrich → A-Leads + Apollo MCP (when available) for emails + LinkedIn + phone
[5] Warm-intro map → pb_warm_intro_path, pb_relationship_graph, pb_investor_overlap
[6] Message personalize → Gemini 3.1 Pro for per-contact opener (thesis fit + warm-intro hook + signal)
[7] HeyReach push → create list → add leads v2 → add to campaign → schedule
[8] Supabase log → insert into outreach_campaigns + outreach_contacts with provenance
I/O contract (MWP)
state_reads:
~/Mundi Princeps/config/api_keys.json — PB, A-Leads, HeyReach, Supabase~/Mundi Princeps/apps/investor-outreach-platform/ — existing platform pipeline + schema~/Mundi Princeps/apps/investor-outbound-mcp/docs/playbook/INVESTOR_TARGETING_SOP.md — SOP~/Mundi Princeps/apps/investor-outbound-mcp/docs/playbook/SEGMENTATION_CRITERIA.md — segmentation~/.claude/projects/.../memory/linkedin-outbound-handoff.md — Unipile pattern~/.claude/projects/.../memory/reference_heyreach_mcp_keys.md — HeyReach auth
state_writes:
apps/investor-outbound-mcp/output/campaigns/<theme>-<date>/ — run artifacts
investors.json — screener outputcontacts.json — enriched contactsmessages.json — personalized openersheyreach-list-id.txt — list ID for reference
- Supabase tables:
outreach_campaigns, outreach_contacts, outreach_messages
- HeyReach list created + campaign configured (idempotent — list name includes date)
Composition
| step | tool |
|---|
| investor screen | mcp__pitchbook__pb_screen_investors + thesis YAML |
| entity resolve | mcp__pitchbook__pb_entity_resolve |
| person enrich | mcp__pitchbook__pb_person, pb_advisor, pb_contact_enrichment |
| warm intro | mcp__pitchbook__pb_warm_intro_path, pb_relationship_graph, pb_investor_overlap |
| A-Leads / Apollo | apps/lead-enricher/providers/* (existing waterfall) |
| message gen | Gemini 3.1 Pro API (pattern from video-to-action skill) |
| HeyReach list | mcp__heyreach__create_empty_list, add_leads_to_list_v2, add_leads_to_campaign_v2 |
| Supabase log | mcp__supabase__execute_sql |
Safety + rate-limit
- PB semaphore=2 — do not parallelize beyond 2 concurrent PB calls per account. See
feedback_no_parallel_scraping.md.
- HeyReach 100-leads-per-request batch size. See
reference_heyreach_mcp_keys.md.
- Dry-run mode default — pipeline builds the list + campaigns but does NOT activate them without
--activate flag.
- Gemini personalization — hold 200 tokens per contact budget; defer long explanations to follow-up messages.
- Memory:
feedback_linkdrop_faithfulness.md — personalization must reference actual PB signals, not invented context. No hallucinated warm-intros.
Failure modes
| failure | recovery |
|---|
| PB 401 mid-screen | checkpoint at step 2 (investors.json) → refresh cookies → resume from step 3 |
| A-Leads rate-limit | continue with PB-only contact data; mark contacts without verified email as channel: linkedin-only |
| HeyReach campaign creation fails | list created OK → log list_id to resume; don't re-create on retry |
| Gemini rate-limit | fall back to template-based opener (less personalized but ships) |
| Supabase write fails | keep local JSON + CSV artifacts; surface manual-reconcile warning |
Invocation
/mundi:multi-platform-orch investor-outreach --theme=climate-growth-na --dry-run
Skill(skill="mundi-orch-investor-outreach", {
theme_yaml: "apps/deal-origination/themes/climate-growth-na.yaml",
depth: "full",
activate: false,
campaign_name: "climate-growth-na-2026-04-20"
})
Output contract
{
"run_id": "climate-growth-na-2026-04-20",
"investors_screened": 127,
"investors_enriched": 119,
"contacts_found": 284,
"contacts_with_email": 231,
"messages_personalized": 231,
"heyreach_list_id": "list_...",
"heyreach_campaign_id": "campaign_...",
"activated": false,
"supabase_rows_inserted": {"campaigns": 1, "contacts": 231, "messages": 231},
"gaps": ["8 investors failed entity_resolve", "53 contacts no verified email"]
}
Cross-references
- Related:
apps/investor-outreach-platform/ (production platform), apps/investor-outbound-mcp/ (MCP layer), mundi-orch-counterparty-enrich (per-investor deep dive), mundi-orch-intent-signal (upstream signal feeder)
- Plugin skills:
saraev-cold-email-campaigns, cold-email, linkdrop-x-tomdoerr-gnhf-overnight-orchestrator
- Memory:
linkedin-outbound-handoff.md, reference_heyreach_mcp_keys.md, feedback_no_parallel_scraping.md
- KB:
docs/knowledge-base/wiki/04-lead-generation/INDEX.md, wiki/00-workflows/lead-gen-reference.md
- Plan source:
docs/plans/2026-04-19-phase-3-final.md line 865
Safety
- Never activate without dry-run first. Default behavior is
activate: false — campaigns are built but not launched.
- Account safety on PB + HeyReach — respect semaphores.
- Personalization must be faithful — invented context in openers torches reputation.
