Features08 · Ask Arx (AI)
08 · The AI

An assistant that does the work.

Informed by the best fundraising practice, and pointed at your data. Reads your pipeline, deck views and model. Adjusts the forecast, briefs you before a call — through the app, or through Claude via MCP. Never makes any changes without your approval.

Ask Arx
CONTEXT · PIPELINE PAGE
"Who's gone cold in the last 14 days, and why?"
Three to chase, gently.

Northbeam stalled after slide 7 — they re-read traction twice and never replied. Atlas asked about ARPU on Mar 4 — we haven't followed up. Charge VC is waiting on the cap table exported four days ago — it's now stale.
SK
Northbeam · Sasha Kim
Last activity 14d · re-read slide 7 twice
DRAFT REPLY ↗
MR
Atlas · Mira Rao
Asked re ARPU 18d ago · unanswered
DRAFT REPLY ↗
DP
Charge · Devin Park
Cap table 4d stale · refresh + send
EXECUTE ↗
PIPELINEDECK ANALYTICSGMAILCAP TABLECLAUDE MCP
Ask anything — "Draft May's update", "Run the forecast at 30% S&M growth"...SEND
★ UNIQUE TO ARX · CLAUDE MCP

Run Arx from wherever you already work.

Plug Arx into Claude, or anywhere else with an MCP client. Same data, same actions, different surface.

  • MCP-nativeWorks with Claude Desktop and any client that speaks MCP.
  • Same tools as the appEvery action available in Ask Arx is available via MCP — read and write.
  • Scoped accessApprove which surfaces the model can touch (CRM only, forecast read-only, etc).
CLAUDE ↔ ARX · VIA MCP
Claude
Desktop · Code · API
MCP
A
Arx MCP server
Workspace tools
DATA
Your workspace
Pipeline · Deck · Forecast
read_pipeline
read_deck_analytics
read_forecast
draft_update
send_email
edit_forecast_driver
read_cap_table
open_data_room
READ TOOLWRITE TOOL

Make changes in seconds.

Move your pipeline, see how your last update landed, adjust your forecast. Arx reads from your workspace and takes the action — you just approve it.

YouHey Arx, please update the pipeline status to First Meeting for all investors I met with today.
ArxDone! Moved Northbeam and Acme Capital to First Meeting. Want to go over the action items for each of them?
★ UNIQUE TO ARX · INFORMED BY PRACTICE

Arx knows what good looks like.

Regular chat models write generic suggestions. Arx is grounded in the best fundraising playbooks and your real data.

When it briefs you for a partner meeting, it understands your stage and who you're meeting with. When it stress-tests your forecast, it scores against the benchmarks partners read.

  • ResourcesPulls from the Arx Resources at query time — essays, playbooks, talks, glossary.
  • Diligence patternsStandard checklists by stage and sector, baked into the diligence-prep agent.
  • Update structuresThe five-block template investors actually open, in the composer.
  • Round dynamicsCadence reminders — when to send the next update, when to follow up, when to chase.
CORPUS
What Ask Arx is grounded on
Arx Resources
Essays, playbooks, glossary, accelerator content — retrieved at query time
PLAYBOOKS
Specialist agents
Forecast, updates, pipeline, deck, room, resources — each with its own toolset
AGENTS
Update templates
Headline, highlights, lowlights, asks, traction — the structure investors actually open
UPDATES
320+ diligence checklists
By stage, sector, lead profile
DILIGENCE
Industry benchmarks
Rule of 40, burn multiple, CAC payback, NDR, gross margin — by stage
FINANCE
Arx doesn't train on your own data
Your workspace is read at runtime, never used to update foundation models
PRIVATE
CAPABILITIES

Things you can ask. Things Arx can do.

DRAFTING

Drafts the next email.

"Reply to Sasha — friendly nudge with the updated forecast."

Pulls thread context from Gmail, attaches the right file. You approve before send.

MODELING

Edits the forecast.

"What if S&M grows 30%?"

Adjusts driver values, recalculates the model, surfaces the impact.

ANALYTICS

Reads the data room.

"What did Northbeam look at first?"

Surfaces the order of visits, dwell on each file, downloads, and what they re-opened — across all rooms.

CRM

Updates the pipeline.

"Move everyone I met with today from Outreach to First Call."

Bulk pipeline ops, with a confirmation step before write.

RESEARCH

Briefs you before a call.

"Prep for the Iconiq partner meeting."

Partner background, recent portfolio, public memos, last three Tweets — packaged into a one-pager you can read in two minutes.

ADVICE

Tells you what's missing.

"What should I do today?"

Reads the whole workspace and surfaces the three highest-leverage actions — the partner who's gone quiet, the file that's stale, the deck slide that's losing people.

PAGE-AWARE

Right next to what you're doing.

Ask Arx is always one keystroke away (⌘K). It knows what page you're on, what record you're looking at, what filter is applied.

  • Page contextThe assistant sees what you see: investor, file, scenario, slide.
  • ⌘K everywhereOpen it, ask anything, close it. No tab-switching.
  • Action chipsEvery answer that touches your data offers a one-click action.
⌘K · PAGE-AWARE
Investor record · Northbeam · Sasha Kim
⌘K · ASKING ARX
"Why is Sasha at 94?"
Northbeam led Pocus's seed in Q1 — same stage, same sector, same check size as yours. Sasha's last three writes were all B2B SaaS at $1–3M post. She's been to your category's last two conferences. 94 is the highest in your pipeline.
DRAFT INTRO REQUEST →
BOOK MEETING →
SHOW PORTFOLIO
Privacy

Your data is your data.

The most sensitive documents in a company will move through Arx — SAFEs, cap tables, partner notes, draft term sheets. Ask Arx reads them at runtime so it can answer accurately, but it never learns from them.

  • No training on your data, everWe never use your workspace data to update the foundation models. Your inputs, your outputs, your draft emails — none of it leaves your tenancy.
  • Per-call scoped accessAsk Arx and the MCP server only fetch the records they need to answer the question in front of them — and never more. Gmail and other comms surfaces are opt-in per workspace.
  • Audit log per callEvery Ask Arx (and every MCP call) is recorded in your activity log — what it read, what it wrote, on whose behalf.
  • Approve before writeDrafts, edits and sends always show a confirmation card. The model doesn’t push the button. You do.
  • Workspace usage capEvery workspace gets a monthly AI spend budget you can lift or lower. Predictable, never a surprise bill.
Begin here

Run your round the way the best founders do.

Start free trial →All features