Daily Automation Engine

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Mode: General

1. Daily Fresh Lead Prompt

Best for consistent top-of-funnel growth. Date is automatically calculated.

"Act as a Hedge Fund Capital Introduction Research Analyst for CMFDH II (https://www.levenstein.net). Today's Date: .

TASK: Find 5 high-quality LP prospects globally who have appeared in news or LinkedIn in the last 48 hours regarding 'wealth management', 'crypto risk', or 'fintech expansion'.

COLUMN DEFINITIONS (CRITICAL):

- Pickup Lines: One highly personalized opener question for a voice avatar to ask the prospect, based on their recent activity, bridging to the fund.
- Interest Reasons: 1) Why they likely desire hedged crypto yield. 2) Why CMFDH II specifically fits their profile.

OUTPUT FORMAT: Return only the table with headers:

Mode: Event-Based

2. Local Event Invite Prompt

AI will analyze the provided URL to extract event specifics (Name, City, Date, Time).

"Act as a Hedge Fund Capital Introduction Research Analyst for CMFDH II (https://www.levenstein.net). Today's Date: .

STEP 1: Access and analyze this URL: https://www.levenstein.net/2026#newyork

Identify the Event Name, Location/City, Date, and Time from the webpage content.

STEP 2: Find 5 institutional prospects in the identified City who would be ideal guests for this specific event based on their current mandates.

COLUMN DEFINITIONS (CRITICAL):

- Pickup Lines: A voice avatar opener inviting them to the identified event based on their recent business moves.
- Interest Reasons: 1) Motivation for hedged crypto. 2) Fund fit. 3) Explicitly explain why the event date/time found at the URL is a high-value use of their time.

OUTPUT FORMAT: Return only the table with headers:

ChatGPT

Ensure "Web Browsing" is enabled. Paste the Event Prompt; it will visit the URL to build the invitation list.

Gemini

Gemini Pro 1.5/2.0 is excellent at link analysis. Use Prompt 2 to let it scrape the Levenstein.net event page directly.

Grok

Enable Grok's real-time search to verify that the prospects found are currently active and in the city mentioned in the URL.

Core Strategy

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Institutional Approach

CMFDH II's hook is the reduction of volatility—a major pain point for traditional wealth managers entering the digital asset space.

Focus: Risk-mitigated crypto exposure
Goal: Uncorrelated yield generation

Quality Rules

Prioritize credibility over volume
Use real public news sources (2025-2026)
Focus on institutional-grade leads only

Target Personas

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SFO Principals

Managing legacy wealth and seeking principal protection.

Finance Execs

CFOs, MDs, and Partners from top-tier firms (UBS, GIC, Goldman).

Fintech Founders

Founders with recent liquidity events looking for yield.

Singapore Deep Dive

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Prospect & Organization	Motivation (The Hook)	The "Pickup Line"
Kwee Liong Tek Pontiac Land	Seeking structured ways to enter crypto without endangering core legacy.	"How are you capturing crypto upside while maintaining a 'preservation-first' mindset?"
Kerry Goh Kamet Capital	Values sophisticated risk management and endowment-style investing.	"How are you currently solving for the 60%+ volatility of unhedged BTC?"

CRM Framework

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Required Data Structure

Account Name:	Company, family office, firm, or organization
Full Name:	Combined Name (separated into First/Last in table)
LinkedIn__c:	URL for direct outreach
Pickup Lines:	Voice-Avatar / Outreach Person Opener
Interest Reasons:	1) Motivation 2) CMFDH II Fit 3) Event Hook (if applicable)