What Moneyball.AI does

Moneyball.AI is a privately held US-based AI software company founded in 2024 with a team of 1-10 employees. The company builds "Moe Money," an AI-powered agent system marketed as the first AI Investment Banker, serving boutique investment banks and SPV sponsors. Its core function is automating the investor engagement funnel — from capital introduction and deal matching through NDA workflows, meeting scheduling, conference coordination, and persistent follow-up until checks are signed — via multi-channel outreach across email, SMS, WhatsApp, and phone.

The platform is built on third-party large language models from Anthropic and OpenAI, with Nylas providing email infrastructure under contractual terms prohibiting customer data from being used for model training. It integrates natively with G Suite (Gmail and Google Calendar via OAuth), Microsoft Outlook, HubSpot, major CRMs, call-recording tools, and Zapier. The product line is tiered: Junior Banker is an entry-level, email-only offering with FINRA and SEC compliance posture and a 24-hour setup time, while Senior Banker offers full multi-modal outreach, investor profiling, intelligent matching, and custom workflows with a 4-6 week implementation cycle. Capabilities include configurable human-in-loop automation levels, CRM-style funnel tracking from prospect to committed check, and investor dossiers that capture behavior profiles, past deal-interest, and reliability scoring.

The business model is monthly subscription with custom pricing based on workflow size and usage. The company sells directly through its website via "Request Demo" and "Get Started" calls-to-action, backed by a 60-day no-questions-asked money-back guarantee on implementation fees and an early-access program with limited seats. The company self-describes as being "in stealth," no funding rounds or institutional investors have been disclosed, and the only named counterparty is a November 2025 partnership with Regiment Securities for regulated-environment validation.

Name

Moneyball.AI

Legal name

Moneyball

Website

https://moneyball.ai

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Moneyball.AI builds "Moe Money," an AI agent for boutique investment banks and SPV sponsors that automates investor outreach, deal matching, scheduling, and follow-up across email, SMS, WhatsApp, and phone channels.

Ownership category

akta.pro rank

Product category

Investment Banking Software

NAICS

Other Investment Pools and Funds (5259), Other Financial Vehicles (52599)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

akta.pro secondary industry

Model Risk Management & AI Governance (validation, monitoring, explainability) (FSAGAFAL)

Keywords

• AI investment banking
• Investor matching
• Deal syndication
• Capital introduction
• Investment banking automation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. AI Banker Subscription (Junior & Senior Tiers): Tiered subscription model for AI banker agents. Junior Banker is an entry-level option focused on scheduling and follow-ups with email-only execution. Senior Banker is a senior-level option with voice, text, WhatsApp, inbound/outbound execution, research, investor profiling, matchmaking, and custom workflows. Pricing is customized based on workflow size and usage.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Moneyball.AI offers Moe Money, an AI-powered investment banker agent that automates the investor engagement funnel for boutique investment banks and SPV sponsors. The product conducts multi-channel outreach (email, SMS, WhatsApp, phone), builds investor dossiers, matches deals to investors, schedules meetings, manages NDA workflows, and drives follow-up until checks are signed, with built-in FINRA and SEC compliance.

Product overview

Moneyball.AI offers Moe Money as the first AI Investment Banker for boutique investment banks and SPV sponsors. The product line includes two tiers: Senior Banker (full-featured with voice, multi-channel outreach, matchmaking, and custom workflows) and Junior Banker (entry-level focused on scheduling and email follow-ups). Both tiers provide unified investor engagement across outreach, matching, and deal-closing workflows with FINRA and SEC compliance.

Differentiator

Problem solved

Functional benefit

Brands

• Moe Money: The first AI Investment Banker - an AI built for boutique investment banks & SPV sponsors that does cap intro, matches deals, and drives checks.
• Junior Banker
• Senior Banker

Products and services

• Moe Money / Senior Banker Senior-level AI Investment Banker that runs multi-modal outreach, matches investors to deals, books meetings, sends NDAs, and follows up until checks are signed. Built for boutique investment banks and SPV sponsors with FINRA and SEC compliance, 4-6 week setup, and custom workflows.
• Junior Banker Entry-level AI banker for investment professionals that handles compliant scheduling, persistent nudges, and email-only follow-up execution with FINRA and SEC compliance. Designed as a lighter on-ramp to the Senior Banker tier.

Quantifiable outcome

• ~50%+ email open-rate
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature7 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• Regiment SecuritiescoreStrategic or Co-development Partner · 17 November 2025Partnership to integrate AI technology into investment banking services, aiming to streamline processes and expand investor reach. The collaboration leverages AI to automate tasks and connect investor networks. Moneyball.ai validates its AI Banker in a regulated environment while Regiment Securities enhances its deal distribution through AI-powered automation and expanded investor network connections.
• G Suite (Google)coreTechnology or IntegrationIntegration partnership allowing users to sync their G Suite account for email and calendar functionality within the Moe Money AI banker platform.
• Microsoft OutlookcoreTechnology or IntegrationIntegration partnership allowing users to sync their Outlook account for email and calendar functionality within the Moe Money AI banker platform.
• HubSpotcoreTechnology or IntegrationCRM integration partnership enabling HubSpot users to plug in their existing CRM data for seamless workflow integration with the AI banker.
• ZapiersupportingTechnology or IntegrationIntegration via Zapier workflows allowing connection to thousands of third-party applications and automation tools.
• NylascoreTechnology or IntegrationEmail infrastructure provider that processes messages on behalf of Moneyball under contractual data-protection terms. Used for core email functionality.
• AnthropiccoreTechnology or IntegrationLLM provider for email and calendar content processing to generate replies, summaries, and suggestions. Contractually prohibited from using customer data to train models.
• OpenAIcoreTechnology or IntegrationLLM provider for email and calendar content processing to generate replies, summaries, and suggestions. Contractually prohibited from using customer data to train models.
• Call Recording ToolssupportingTechnology or IntegrationIntegration with call recording tools to enable comprehensive interaction tracking and follow-up within the AI banker platform.

Scale indicators1 record

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Apollo.io: Apollo.io combines a B2B contact database with sales-engagement sequences and AI-driven prospecting. It is comparable to Moneyball on the data-driven outreach side but lacks specialized IB workflow, FINRA/SEC compliance framing, and the SPV syndication focus that Moneyball sells.
• Outreach.io: Outreach is a leading enterprise sales-engagement platform with sequence automation, email tracking, and AI-assisted writing (Kaia). It overlaps with Moneyball's multi-channel outreach and CRM tracking but serves a much broader horizontal market and lacks Moneyball's IB-specific compliance and investor-matching engine.
• HubSpot Breeze AI: HubSpot's Breeze AI agents and Sales Hub automate prospecting, email drafting, and CRM workflows within the broader HubSpot ecosystem (which Moneyball integrates with). It is a horizontal CRM incumbent whose AI-agent roadmap overlaps with Moe Money's broader workflow ambitions, though without FINRA/SEC investment-banking positioning.
• Salesloft: Salesloft (formerly Drift) is a major sales-engagement platform with cadences, dialer, conversation intelligence, and AI features (Drift chatbots). It competes broadly in the workflow Moneyball targets (outreach, scheduling, follow-up), but operates as a horizontal incumbent rather than an investment-banking specialist.
• Salesforce Agentforce / Einstein: Salesforce Agentforce offers autonomous AI agents for sales, service, and marketing inside the Salesforce CRM platform. It is a broad incumbent with financial-services vertical clouds; it overlaps with Moneyball on CRM-style tracking, multi-channel outreach, and AI-assisted selling, but is far more general-purpose and expensive.

Emerging players

• Clay: Clay is a data-enrichment and outreach-orchestration tool that lets teams build AI-powered, hyper-personalized outbound campaigns using 50+ data providers. It is comparable to Moneyball's outreach and enrichment engine for boutique IBs seeking targeted investor lists, but it is horizontal rather than investment-banking-specialized.

Regional players

• PitchBook: PitchBook provides private-capital market data, deal intelligence, and investor/fund profiles used extensively by boutique IBs and PE firms. It complements rather than competes with Moneyball's outreach and matching engine, but its investor-profile datasets represent a comparable data asset in the same capital-placement workflow that Moneyball targets.

Direct peers

• 11x.ai: 11x.ai builds autonomous AI sales-development agents (Alice for outbound SDR, etc.) that prospect, write personalized emails, and book meetings end-to-end. It is a direct competitor to Moneyball's Moe Money in the AI-sales-agent category, though without Moneyball's investment-banking compliance and FINRA/SEC positioning.
• Artisan (Ava): Artisan markets Ava, an AI sales agent that automates outbound prospecting, email writing, and meeting booking for B2B sales teams. It is a direct AI-agent sales peer competing for similar enterprise software budgets, though Moneyball's vertical specialization in IB/SPV workflows and compliance framing is a key differentiator.
• Regie.ai: Regie.ai provides AI-powered sales engagement and content generation for outbound sequences, integrating with sales engagement platforms and CRMs. It overlaps with Moneyball's outreach-automation and CRM-tracking capabilities but is positioned as a horizontal sales tool rather than a domain-specialized investment banker.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moneyball.AI