F Follow-up & Funding Agent The customer 01 / 07
Kai, a self-employed financial advisor, writing up his post-meeting notes by hand at his desk
Before ~30 min of follow-up. By hand.
“ I've got Sally — but the important points, I write down myself. I basically never look in there.
K Kai — self-employed financial advisor (§34d/§34f)

He pays for an AI notetaker every single month — and never uses it.

F Follow-up & Funding Agent The problem 02 / 07

After the „yes":
nothing.

Notetakers are passive — they summarize, then it stops. The follow-up never gets done, and the deal dies.

~30 min of follow-up per meeting — next appointment, CRM, application, mandatory fields
at night done by hand — or not at all
€0 return from the notetaker he pays for every month
Paid for and ignored — at market scale
35M use Otter · 1B meetings processed BusinessWire 2025
⟷
95% of GenAI pilots deliver zero measurable return MIT Project NANDA 2025
Kai is the face that makes the number real.
45.7% of insurance brokers lose ~1 working day/week to red tape BFV / AssCompact 2025, N=565
F Follow-up & Funding Agent The solution 03 / 07
Notetakers talk. Our agent acts.

Input = transcript. Output = follow-up actions that are actually executed — no dashboard, no template. Two acts, one agent.

Act 1Execute the follow-up
📅 Follow-up scheduled + real calendar invite sent
🗂 CRM entry outcome + next-best-product logged
📄 Application pre-filled — €162, „balanced"
⚠ ESG field missing one detected (§34d) — flagged on the agenda
Act 2Find the funding
€ Find matching grants
+ prepare the application
2,500+ programs · hybrid retrieval

Not just time back — money for the client, a closing lever for the advisor.

F Follow-up & Funding Agent Live demo 04 / 07
Live

He just
acted.

The real calendar invite is landing right now — in Kai's inbox. Done, not suggested.

The invite proves it's real. The funding match proves it makes money.

QR code to the live demo at finance.philflow.io SCAN THE LIVE DEMO finance.philflow.io
Plan — executed actions · Client: Kai running
✓ Follow-up scheduledcreate_calendar_event · real invite sent Real
€ Funding found — qualifies for BEG grantfind_funding · 2,500+ programs matched · application prepared Funding match
✓ CRM entrycrm_update · outcome + next-best-product Preview
✓ Home-Riester application pre-filled€162 · „balanced" Preview
! ESG mandatory question missing — detected§34d, required since 02 Aug 2022 · flagged on the agenda Gap
F Follow-up & Funding Agent The moat 05 / 07

„Can't anyone build this?" Build it, sure. Ship it, no.

Sovereign isn't a feature — it's the entry ticket.

US notetakers — Otter, Fireflies, Jamie, Sally — are structurally off-limits for §34d/§34f client data. Sovereign capture is one ENV variable.

50% of German cloud users distrust US providers Bitkom 2025
€5.88B in GDPR fines since 2018 DLA Piper 2025
Capture — sovereign by design one ENV variable
1 Meetily — on-device Audio never leaves the device. Local
2 Voxtral / Mistral — EU GDPR-compliant, European cloud. EU
3 Own GPU via Raven Full control for enterprise clients. Own infra

Roadmap: Attendee / Zoom bot for online calls.

F Follow-up & Funding Agent Market 06 / 07
88,000
advisors no one is allowed to serve
§34d brokers46,885
§34f intermediaries41,243 · DIHK register 01/2026
SAM @ €99/seat≈ €105M / year
€1.05M
ARR @ 1% · 880 advisors
€5.2M
ARR @ 5% · 4,400 advisors

A market where the obvious US players aren't allowed to play.

Competition
–Status quo
Done by hand at night — or not at all.
–US notetakers
Otter, Fireflies, Jamie, Sally — off-limits under §34d/34f.
–Generic CRM automation
doesn't know §34d · no conversation grounding.
✓Us — the agent executes
sovereign by design · §34d/34f-native.
Notetakers (summarize) ~25%
AI agents (act) ~45%

Nearly twice as fast — we're in the faster half. CAGR: Grand View 2025 / MarketsandMarkets 2025

Second layer — what the agent unlocksper Prognos 2024
>2,500
funding programs (federal / state / EU)
~€6.9B
BEG/year · ~358,000 projects
60%
opt out due to complexity

Every conversation becomes a funding match — new revenue per advisor client.

F Follow-up & Funding Agent Why us, why now 07 / 07
P Phil Product · Pitch · Sovereign infra Runs the sovereign Raven infra (GPU) himself — the entry ticket from slide 5 is built, not promised. Meeting intelligence live in production.
J Jacob Agent · UI · Calendar call LangChain agent with real tool calls, plan checklist & panels, a real Google Calendar call. Build depth.
Why now: agentic AI makes „acting instead of summarizing" possible only now — and the ESG mandate (§34d, since 02 Aug 2022) + GDPR now make US tools off-limits.
K

Kai never looks at Sally. With us, he just countersigns.

✉  [PLATZHALTER: name@domain · LinkedIn]
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