MCP Servers for Investment Committee Memos.
Company enriched, funding history pulled, IC memo structured , your investment committee prep goes from 8 hours to 30 minutes
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
The deal is: your IC meets every Tuesday. You heard about Acme Payments on Thursday. You have 4 business days to compile the memo , company overview, market size, competitive landscape, founding team, funding history, financial metrics, risks, and your investment thesis.
Your AI agent handles sections 1-6 in 30 minutes. Clearbit enriches Acme Payments: domain acmepayments.com, 42 employees, estimated $4-6M ARR, tech stack (React, AWS, Stripe), founded 2022, HQ San Francisco, sector: fintech , payment infrastructure.
Risk score: low. The agent pulls Crunchbase: Seed $3.2M (YC, 2022), Series A $8.5M (Sequoia, 2025). Total raised: $11.7M. Existing investors: Y Combinator, Sequoia Capital, SV Angel.
CEO: Maria Chen (prev: Stripe). CTO: David Park (prev: Square). Then it structures the Coda document in your IC memo format , the one your partners actually read.
Section 1: Company Overview (auto-populated from Clearbit). Section 2: Market Context (sector data from Crunchbase , 142 fintech rounds in last 12 months).
Section 3: Funding History (Crunchbase table). Section 4: Team (Crunchbase bios). Section 5: Risks (Clearbit risk score + competitive threats).
Section 6: Appendix , data tables. You write Section 7: Investment Thesis. Your words. Your conviction. The data is accurate because the agent pulled it from the source 20 minutes ago, not from a 3-month-old pitch deck.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Clearbit, Crunchbase and Coda MCP servers so your AI agent enriches the target company through Clearbit (firmographic data, tech profile, employee count, estimated revenue), pulls full funding history and investor details from Crunchbase, and builds a structured investment committee memo in Coda. Associates who spend 6-8 hours compiling IC memos , pulling data from 5 different sources, formatting tables, writing risk sections , get a system that assembles the raw data and structures the memo in the format your IC expects. You still write the thesis. The agent handles the data grunt work.
Clearbit Hubspot
triggerEnriches target company with firmographic data, tech profile and risk signals
find_company find_person_and_company find_risk autocomplete_company Crunchbase
actionPulls funding rounds, cap table, investors and comparable exits
get_organization_details list_funding_rounds list_investments get_funding_round_details Coda
actionBuilds the structured IC memo document with sections and tables
insert_rows list_tables list_docs update_row Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Clearbit Hubspot, Crunchbase & Coda ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
VC associates compiling investment committee memos who spend 6-8 hours per memo on data aggregation and want to reduce that to 30 minutes
Solo GPs who act as their own analyst and need a fast, structured way to document deal evaluation before making investment decisions
Fund partners reviewing 3-5 deals per week who need standardized company profiles to compare opportunities in a consistent format
Venture studios evaluating incubation opportunities who need rapid company and market intelligence to decide which ideas to pursue
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Clearbit, Crunchbase and Coda. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
Can I use my existing IC memo template?
Yes. Create your template in Coda with the sections your IC expects. The agent inserts data into your existing structure. Tell the agent your section names and format in the prompt.
Can I use Google Sheets or Notion instead of Coda?
Google Sheets MCP is available on Vinkius. Coda is used here because it handles structured documents (sections + tables + linked databases) better than a spreadsheet. For simpler memos, Google Sheets works.
Is company data accurate?
Clearbit and Crunchbase aggregate data from public sources. Revenue estimates are ranges, not exact figures. Employee counts are typically accurate within 10-15%. Always verify critical metrics directly with the founder during diligence.
How long does the data pull take?
The agent pulls Clearbit enrichment and Crunchbase data in under 2 minutes. Structuring the Coda document takes another 2-3 minutes. Total: under 5 minutes for the data sections, compared to 6-8 hours of manual research.
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MCP servers used in this workflow
Clearbit (HubSpot)
Clearbit (HubSpot) MCP Server connects your B2B intelligence directly into your AI agent. Use it to enrich person and company data by email address or domain name. You can audit leads, find company firmographics (industry, size), discover new prospects by tech stack, or calculate risk scores without leaving your chat interface.
Crunchbase
Crunchbase MCP Server gives your AI agent deep business intelligence. Search companies, track funding rounds (Seed to Series D+), and analyze M&A history. Get full profiles, map investment networks, and research executives, all from a natural language prompt. Essential for due diligence and market analysis.
Coda
Coda MCP Server lets your AI agent manage data, documents, and formulas inside Coda. You can list documents, read specific table rows, update records, and get live formula values directly from chat. It's a full-featured data pipeline for anyone who needs to automate tasks within the collaborative document platform.