For Founders Talking to Investors
Investor Relations
Sequoia partner emails Friday afternoon. By evening she has three times to pick from — and your co-founder is on the hold.
Fundraising is calendar warfare. You're proposing times to ten partners while three are proposing back. Heldly takes the scheduling tax off every investor intro — yours, your co-founder's, your CFO's — from one Claude window.
The rest of the round
“Sequoia partner wants 30 minutes next week. I want Marcus on the call too.”
Both your and Marcus's calendars held. Three afternoon slots, picker out to the partner.
“What investor meetings do I have in flight?”
Three. Two pickers opened, one hasn't — Lightspeed. Picker hasn't been opened in 3 days.
“Move the Index Ventures pitch to Monday — partner's traveling Wednesday.”
Wednesday released, three Monday slots held. Marcus notified. Picker re-issued.
“Schedule the diligence call with Felix at General Catalyst — bring in Henrik for finance.”
Both calendars intersected. Three afternoon slots. Felix gets the picker; Henrik on the hold.
“What did I book with investors this week?”
Four confirmed. Two with seed funds, two with growth. One pitch and three diligence calls.
See it in action
Real transcripts of the conversations from this playbook.
Intersect two calendars in one ask
Loop in your CRO. Heldly intersects both calendars, holds three times that work for both, emails the customer-side champion.
Book a meeting in one sentence
Heldly checks your calendar, holds three afternoon slots, emails Sara a one-click picker. Same shape for discovery, follow-up, QBR — anything.
“What did I book this week?”
Seven-day sweep across every meeting — confirmed, in flight, expired. Useful for a Friday status update or a Monday standup.
Ask “did Sara pick yet?”
No app to open. Claude tells you which meeting, what state it's in, and what expires when.
Try it
Free forever — 5 meetings/month. No card. Connect Google Calendar, paste the connector URL into Claude, and ask for your first meeting.
Other playbooks
- BDRs and SDRsThe cold reply lands at 4:47pm. By 4:48 the AE's calendar has a tentative on it.→
- Account ExecutivesThe champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.→
- Account ManagersNinety days before renewal: ask Claude to set up the review with the VP and your SE. Three slots that work for everyone, one picker email, done.→