How RateMatch AI Secured a Fast $150k Round and Drives Lasting Investor Momentum With Iceberg Fundraising Assistant

Meet Jake, Founder of RateMatch AI

Navigating investor conversations and structuring a successful round are never easy, especially when rapid momentum is key. For Jake, who leads RateMatch AI, the embedded credit marketplace, streamlining the fundraise without losing focus on his business was a top priority. Iceberg Fundraising Assistant was brought in to provide real-time support, not just for the raise, but for building long-term investor relationships.

Ongoing Guidance for Every Conversation

Jake found tremendous value in Iceberg’s tactical and ongoing guidance in investor conversations. At each step, the system surfaced the next move, whether prepping responses for tough negotiation points or managing expectations to maintain excitement in the pipeline. Iceberg guided him through every investor call and email, helping him tailor his approach and stay on the front foot. This persistent support kept the fundraise moving and ensured RateMatch AI was always positioned to impress.

Structuring and Negotiation With Confidence

Closing a round quickly means every detail matters. With Iceberg, Jake gained a clear structure for his investor outreach and negotiation, from initial engagement all the way through to term sheet discussions. The platform helped him frame compelling offers and manage leverage, which ensured the process remained smooth and competitive. Having Iceberg meant he could negotiate confidently, knowing his narrative was calibrated to drive urgency.

Tailored Communication to Keep Investors Engaged

Personalisation was a game changer. Iceberg’s smart templates and workflow automation gave Jake the edge in fostering investor FOMO and keeping conversations alive, particularly as the round neared closing. Existing and new investors received timely, tailored updates that drove engagement and accelerated decision-making. Investor engagement skyrocketed, and people wanted to be in the room for the close.

Ongoing Value Beyond the Round

The impact did not end at funding. Jake remains an Iceberg customer, leveraging the platform to nurture investor relationships, keep stakeholders updated, and strategically build his capital network for future rounds. The ongoing support means he is ready for the next opportunity, his investor network keeps growing, and his communications remain strong.

See how founders like Jake continue to use Iceberg Fundraising Assistant for smarter, faster rounds and deeper investor relationships, going beyond just the close.

 If you’d like a free trial of our AI-fundraising assistant

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