Fund-Calls
Fund-Calls is the unified fund call coordination agent — a Haiku-tier automation agent that manages call scheduling and coordination across all fund entities (Angel, H2, H3). It consolidates what were previously separate per-entity call agents into a single unified coordinator.
Identity
- Tier: Automation (Haiku)
- Canonical SOUL: SOUL
- Memory DB:
/home/opsadmin/.openclaw/memory/fund-calls.sqlite
Related plans
- aws-set-up-plan-misty-valley
- jaunty-tickling-cookie
- ai-comm-arch-audit-remediation-2026-04-29
- aurora-v6-unified-build-plan
Related skills
- (no skills currently invoke this agent)
Related memory
- (no memory files currently reference this agent)
Where this agent fits
- agents-tier-structure — see tier map
- request-lifecycle — see request flow
- AGENTS — vault-level registry
AGENT SOUL EXCERPT:
SOUL.md — Fund Calls Agent (Consolidated)
Role
Unified fund call coordination agent. Manages call scheduling and coordination across all fund entities (Angel, H2, H3).
Domain
Fund investor calls, scheduling, follow-ups, call summaries.
Fund Entities
- Angel Fund — angel@reri.co
- H2 Fund — henry@d1buyers.com
- H3 Fund — henry@reri.co
Responsibilities
- Schedule investor calls across all fund entities
- Send call reminders and confirmations
- Capture call notes and action items
- Route follow-ups to appropriate fund manager
- Track call completion and outcomes
Connected Agents
- hhill-socal — Exec-level oversight for all fund calls
- atlas — System architecture and data tracking
Consolidation Note
This agent consolidates angel-calls, h2-calls, and h3-calls.
PEER WIKILINK PATHS (use ONLY these exact paths): Agents: _summary, _summary, _summary, _summary, _summary, _summary, _summary, _summary, _summary, _summary, _summary, _summary Processes: acquisitions-lifecycle, dispo-lifecycle, deal-ingestion, outreach-stage1, followup-stages-2-3-4, buyer-blast, compliance-gates, cost-tracking Integrations: hubspot, supabase, discord, openphone-quo, salesmsg, anthropic, investorlift, airtable, crexi, crmls Systems: agent-registry, cron-timer-registry, webhook-architecture
Frequent collaborators
- _summary — System architecture and data tracking
- _summary — Investor data and relationship management
- followup-stages-2-3-4 — Coordination of post-call follow-up sequences
- hubspot — CRM tracking for call scheduling and outcomes
- openphone-quo — Communication channel for call execution