// USE CASE · INVESTOR

Automate deal screening with an AI crewthat cites every source.

You see 80 to 120 inbound decks a month and most of them die in your inbox because there is no time to read past slide 4. Melaya gives you a four persona crew that triages decks against your thesis, runs the market map, stress tests the claim, scores the founder backchannel, and drafts the IC memo with citations. Every memo names the source slide, the comparable, the FRED series, the paper. You decide which three companies get a check.

01
// What breaks today

Manual workflows cost more than the agent does.

Three pains every sales and BD team hits weekly. Each one is what your reps actually complain about, not what a feature page would call them.

  1. 01

    Read a hundred SEC filings a quarter looking for the one insider transaction that matters.

  2. 02

    Track FRED macro releases across a dozen series without a single dashboard.

  3. 03

    Scan arXiv and OpenAlex for the paper behind a pitch deck's claimed breakthrough.

02
// Pipelines you can build

Agent workflows: compose, approve, replay.

Every pipeline below is a shape you wire on the canvas using the crew and tools further down. Not a feature we ship for you, a pattern you configure.

P01

SEC filing and insider-transaction sweep

MarketAnalyst resolves a ticker to its CIK via sec_edgar_tools/edgar_ticker_to_cik, pulls the recent filing list with edgar_recent_filings, and checks Form 4 insider activity with edgar_insider_form4, all through the real SEC EDGAR API, not a scraped summary.

P02

Macro context from FRED

MacroEconomist pulls the actual observation series with fred_tools/fred_series_observations and checks upcoming release dates with fred_release_dates, so a thesis is timed against real data, not a hunch.

P03

Literature and academic diligence

LiteratureSpecialist searches arXiv (arxiv_search, arxiv_by_author) and OpenAlex (openalex_search_works, openalex_work_citations) to check whether a pitch deck's cited breakthrough is real, recent, and actually cited by anyone else.

P04

Investor and fund shortlist for a portfolio company

DataScientist builds a targeted investor shortlist with openvc/openvc_search_investors, matched on sector, stage, geography, and check size straight from OpenVC's public database (no API key), then pulls a single fund's full public profile with openvc_get_fund before an introduction goes out.

P05

Founder signal and a searchable deal record

MarketAnalyst resolves and reads a founder's LinkedIn profile and feed with social_linkedin/linkedin_resolve_profile and linkedin_browse_feed, and the diligence trail gets indexed with knowledge/build_knowledge_from_text so the next person on the deal team can search it instead of re-reading it.

03
// The multi-agent crew

Research and analyst crew

Real personas from the research_team crew. Each ships with a tuned system prompt and a default tool allowlist. Swap models per persona on the canvas.

Market Analyst

MarketAnalyst

Builds the category read for a deal with funding rounds, comparable revenue multiples, on-chain or product usage signals, and a named TAM ceiling with stated risks.

Data Scientist

DataScientist

Proposes a falsifiable KPI definition per deal, normalizes cohort and retention math across decks, and writes the pseudo code a portfolio dashboard can run on a schedule.

Literature Specialist

LiteratureSpecialist

Reads academic and industry research that supports or contradicts a thesis, scores replication quality, and always surfaces one paper that argues against the deal.

Macro Economist

MacroEconomist

Sets the capital cycle frame with Fed reaction function, DXY trend, and a 30 day calendar of macro events that move venture pricing and sector timing.

04
// Scoped tools

Tool allowlists: only the actions you grant.

Every tool below is a real shared tool from the Melaya bundle. Allowlist per agent; HITL-gate the writes; revoke any of them in one click.

shared/tools/core/

General search, structured fetch, and local file reads for all four personas. pause_for_human is the explicit HITL node that holds every memo, send, and LP draft until you approve.

web_searchweb_fetchhttp_requestfile_readgrep_searchpause_for_human
shared/tools/sec_edgar_tools/

MarketAnalyst pulls public comparable filings, S 1 prospectuses, and insider Form 4 data for category benchmarks. Read only, so no write gate is needed.

edgar_ticker_to_cikedgar_recent_filingsedgar_company_factsedgar_full_text_searchedgar_insider_form4
shared/tools/fred_tools/

MacroEconomist queries FRED for rates, venture funding indices, and release calendars with the series id cited in every macro paragraph of the memo. Read only.

fred_series_observationsfred_series_searchfred_series_infofred_release_dates
shared/tools/arxiv_tools/

LiteratureSpecialist scans recent papers in the deal's technical category, scores replication quality, and lists one contradicting paper per thesis. Read only.

arxiv_searcharxiv_get_paperarxiv_recentarxiv_by_author
shared/tools/openalex_tools/

Tracks citation graphs around a founder's prior research or a category claim so LiteratureSpecialist can name the original work behind a pitch's footnote.

openalex_search_worksopenalex_get_workopenalex_work_citationsopenalex_author_works
shared/tools/scraping/

Pull product launch coverage, hiring page snapshots, and category news for the market map. Scoped per agent to an allowlist you set, never grants drafting personas a write tool.

scrape_pagescrape_linksscrape_structuredfetch_rss
shared/tools/social_linkedin/

Search LinkedIn for founder backchannel targets, prior employer connections, and operator references. Read only in this bundle, no write tool is granted, so nothing can DM a reference without you.

linkedin_searchlinkedin_resolve_profilelinkedin_browse_feed
shared/tools/knowledge/

Build the per workflow knowledge store from past memos, pass notes, founder updates, and your thesis document. Powers Static context, rag_retrieve, and Cross-run memory.

build_knowledgebuild_knowledge_from_textbuild_knowledge_from_file
05
// Three knowledge layers

The crew reads what you give it.

Every pipeline ships with three layers of knowledge access. Mix and match per agent on the canvas. No shared vector space with another tenant, no surprise reads, no opaque retrieval.

L1

Static context

includeContext

Per-pipeline documents appended to specific agents' input on every run. The ICP brief, playbook, pricing sheet, or won-deal email corpus. Whatever needs to be there before the agent thinks. You pick which personas get which docs.

L2

RAG retrieval tool

rag_retrieve

A scoped tool granted per-agent. When the agent decides it needs more depth, it queries the workflow's vector store on demand. Same knowledge base as Static context, accessed only when the model asks for it.

L3

Cross-run memory

pipeline_memory

Pipeline-level state that carries from one run to the next. Yesterday's research is in scope for today's follow-up. The crew remembers what it already prospected, what got approved, what was sent. The audit log is the second-order knowledge base.

07
// FAQ

AI agent questions we get every week.

Does the SEC filing data come from a scraper or the real EDGAR API?

The real SEC EDGAR API, through sec_edgar_tools: ticker-to-CIK resolution, recent filings, full-text search, company facts, and Form 4 insider transactions.

Can an agent build an investor shortlist for a raise?

Yes. openvc_search_investors matches VC firms and angels on sector, stage, geography, and check size from OpenVC's public database, no API key required.

What academic sources does the research crew check?

arXiv and OpenAlex, through arxiv_tools and openalex_tools, including citation counts, so a claimed breakthrough can be checked against who actually cites it.

Does this replace a human analyst?

No. MarketAnalyst, MacroEconomist, LiteratureSpecialist, and DataScientist each produce their section of the report in sequence; a human still reads and decides.

Can the research get indexed for the rest of the deal team?

Yes. build_knowledge_from_text and build_knowledge_from_file turn the diligence trail into a searchable knowledge base.

Build vcs, angels and investment analysts pipelines on Melaya.

Sandbox tier is free with no card. Join the waitlist and we will email you the moment a slot opens.

← Back to every use case
Join the community
// Cookies
Melaya uses a small set of first-party cookies that are strictly necessary to authenticate you, maintain your session, and protect the platform from abuse. We do not use advertising cookies, cross-site trackers, or third-party analytics by default. The full cookie list is in our Privacy Policy.