Angel investing conference and networking
Case Study — Angel Investing & Events

Angel Investor Events
Automated End-to-End

Mossy Ventures — Seattle Angel Conference & Trans-Atlantic Angel Conference

How an angel investing group uses local events to nurture prospects and SAM's AI automation engine to convert event attendees into paid program members across the US and Europe

600+
Investors managed across programs
5
Cities automated (Seattle, Barcelona, Berlin, Brussels, Stockholm)
1,250+
Startups touched through programs
$4.6M
Total funding facilitated

Seattle-based angel investing group running investor education programs worldwide. Mossy Ventures operates the Seattle Angel Conference, SIA UK, and the Trans-Atlantic Startup Investor Accelerator — connecting investors and startups across the US, Canada, and Europe.

  • Seattle Angel Conference (14 years running)
  • SIA UK — learn-by-doing investor program
  • Trans-Atlantic Investor Accelerator
  • Angels & Beers, Open Coffee events

Scaling a Global Network on Manual Processes

Fragmented Lead Capture

  • Website entries scattered across forms, spreadsheets, emails
  • No unified pipeline from interest to engagement
  • Leads falling through the cracks between programs

Manual Event Operations

  • Event creation across Eventbrite, Luma, Google Calendar done manually
  • No automated attendee follow-up or thank-you sequences
  • Post-event content (LinkedIn posts, newsletters) created from scratch each time

Investor Lifecycle Tracking

  • 600+ investors across multiple SAC rounds with no unified view
  • Payment tracking disconnected from engagement data
  • No visibility into investor journey: Lead → Outreach → Close → Alumni

End-to-End Automation for the Angel Ecosystem

SAM Conversion Engine

  • SAM sends personalized LinkedIn invitations to local events
  • Automated RSVP confirmations and pre-event reminders
  • Post-event follow-up sequences to convert attendees into paid program members

Event Process Automation

  • Google Form → Eventbrite + Google Calendar in one step
  • Automated attendee tracking, thank-you emails, and digests
  • AI-generated LinkedIn posts and event recaps

Investor Lifecycle Automation

  • Airtable CRM tracking investor journey across SAC rounds
  • Real-time payment sync: transaction → Airtable → status update
  • Automated stage progression: Lead → Outreach → Close → Alumni

Newsletter & Lead Nurture

  • Website leads auto-captured into ActiveCampaign
  • Event attendees automatically added to newsletter
  • Segmented nurture by program, city, and investor stage

Zero to Automated

From spreadsheets and manual emails to fully automated event + investor pipeline

Multi-City Operations

Same automation powering events in Seattle, Barcelona, Berlin, Brussels, Stockholm

Investor Intelligence

Complete visibility into 600+ investor journeys across 14 years of SAC rounds

LinkedIn Outreach at Scale

SAM handles prospect outreach and follow-up across all programs

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