About Midas
Midas is an AI platform built for qualitative equity research. Designed for financial analysts, it automates the slowest parts of the research workflow—from reading transcripts and generating commentary to monitoring portfolios and producing reports.
The platform uses multi-document analysis, custom AI workflows, and live market monitoring to help analysts move faster and cover more ground. Midas is used by professionals in finance who need precise insights, real-time updates, and tailored reporting without manual work.
What Challenges Midas Faced
Midas was solving a clear problem in a complex industry. Their product was strong, but the team needed help translating that into a compelling story for investors—especially those who understood finance, data infrastructure, and enterprise AI.
Russ and the team were moving fast on product and customer development. Building a list of relevant investors, writing personalized outreach, and following up at scale would have taken significant time and energy away from that momentum.
They needed a partner who understood the nuance of what they were building and could turn that into focused, high-quality investor engagement.
How Weraise Helped
1. Targeted the Right Investor Segment
We focused on investors who had previously backed:
- AI platforms solving real B2B workflows
- Infrastructure and tooling for financial professionals
- Enterprise SaaS products in highly regulated industries
This ensured Midas was introduced to people who could immediately understand the value of automating equity research and the size of the market opportunity.
2. Crafted Messaging That Matched the Product Depth
We worked with the Midas team to translate their technical product into language that investors would connect with. The outreach emphasized:
- Productivity gains backed by real user trials
- Time saved for analysts during earnings season
- The shift from Copilot-style helpers to true Autopilot execution
- Why now is the moment to own this category of applied AI in finance
The story combined product traction, market timing, and a clear edge over generic AI tools.
3. Fully Managed Outreach With Feedback Built In
We handled the outreach from start to finish—including messaging, segmentation, campaign launch, and follow-ups. Every response and investor signal was shared with the team, helping Midas refine their materials and stay aligned on what was resonating.
Russ got feedback that was clear, useful, and focused on results—not fluff.
Results
- Midas connected with targeted investors while staying focused on product and growth
- Messaging was refined to match both the technical and strategic upside of the platform
- Weraise became a collaborative partner—not just a service—driving conversations forward