Funding Round Tracker
A deal-flow research agent that monitors startup funding news on a weekly cadence. It pulls fresh rounds from a curated list of venture publications, aggregators, and web searches, filters to the last 7 days, classifies each as equity or debt/convertible, tags stage and sector, deduplicates against past runs, scores thesis fit, and delivers a sorted digest by email while logging every approved deal into a tracking spreadsheet. Designed to replace the manual Monday-morning skim of venture press and search aggregators so the user spends time on outreach instead of discovery.
Agent snapshot
Built for finance legal work, not a generic template.
3
template uses
8
catalog views
3
integrations used
2
labels matched
Sample input
Build an agent to funding Round Tracker. Use Google Sheets, Gmail, and Attio. Focus on find things. Return a ready-to-review result after each run.
Sample output
Every Monday morning, scans 15+ startup news sources and the open web for last week's funding rounds matching your thesis, classifies them by stage and sector, scores investability, then emails a ranked digest and appends approved deals to a Google Sheet.
Workflow brief
Where Funding Round Tracker fits in a finance legal automation system
Funding Round Tracker is designed for a specific recurring job: a deal-flow research agent that monitors startup funding news on a weekly cadence. It pulls fresh rounds from a curated list of venture publications, aggregators, and web searches, filters to the last 7 days, classifies each as equity or debt/convertible, tags stage and sector, deduplicates against past runs, scores thesis fit, and delivers a sorted digest by email while logging every approved deal into a tracking spreadsheet. Designed to replace the manual Monday-morning skim of venture press and search aggregators so the user spends time on outreach instead of discovery. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Sheets, Gmail, and Attio as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Load previously seen deal URLs and the last digest timestamp from the agent database
Skip the run if the minimum interval between digests has not elapsed
In parallel, scrape the configured source list and run web searches for funding keywords scoped to the lookback window
Use Twin AI to extract structured deal records (company, amount, stage, lead investors, sector, date, URL) from each item
Drop duplicates, off-window articles, and items below the relevance threshold
Score every remaining deal against the investment thesis, then sort by score and recency
Integrations used
Funding Round Tracker connects Google Sheets, Gmail, and Attio.
Google Sheets
Connected in this agent
Gmail
Connected in this agent
Attio
Connected in this agent
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Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your finance legal workflow.
Plans start at €20/mo