| name | investor-matching |
| version | 0.3.0 |
| description | Investor fit scoring methodology. Evaluates investor candidates against a startup profile using a 5-axis framework (stage fit, check size fit, thesis alignment, geography / vertical overlap, value-add depth). Produces ranked target list with customized outreach per investor. Works standalone (manual investor input or curated lists like YC, NVCA directory) — can consume DojoOS investor database via dojoos-api-consumer agent when available. Use when the user asks "investor matching", "find investors", "investor fit", "fundraising targets", "VC list", "angel matching", "/investor-matching". NOT financial or legal advice.
|
Investor Matching
Evalúa candidatos a investor (VCs, angels, family offices, CVCs) contra un startup profile con un framework de 5 ejes. Produce target list ranked + outreach customizado.
⚠️ Disclaimer
- Fundraising tiene regulatory + tax implications en cada jurisdicción (securities law, accreditation requirements, tax treatment)
- Este skill genera investor research structured, NO sustituye:
- Securities lawyer (Reg D filing, Blue Sky compliance, cross-border)
- Tax advisor (QSBS timing, Section 1202 tracking)
- Professional fundraising coach o advisor con track record
- Nunca enviar outreach sin review legal de los materials (deck + data room + term sheet draft)
Regla de idioma
Español.
Directorio de salida
./launchpad/{startup-slug}/investor-matching/
├── target-criteria.md # Qué perfil de investor buscamos
├── investor-[name]/
│ ├── fit-scorecard.md # 5-axis scorecard con evidencia
│ ├── outreach-template.md # Customized email + LinkedIn
│ └── intelligence-notes.md # Check history, portfolio fit, known biases
├── target-list.md # Ranked list + outreach sequence plan
└── tracker.md # Pipeline status per investor (emailed, responded, meeting, etc.)
Los 5 ejes de evaluación
1. Stage fit
¿El investor escribe checks en el stage actual de la startup?
Score 1-5:
- 5: Primary focus es tu stage + >50% de portfolio en este stage
- 4: Active en tu stage + invierte en adjacent stages
- 3: Invierte ocasionalmente en tu stage, más focused en adjacent
- 2: Solo invierte ocasionalmente en tu stage (outlier checks)
- 1: Nunca invierte en tu stage
Data source: Crunchbase, PitchBook, investor's "About" page, recent check announcements.
2. Check size fit
¿El check size típico del investor coincide con el amount que estás raising?
Score 1-5:
- 5: Tu round size = median check size del investor (ideal lead)
- 4: Tu round = 50-80% of median o 120-150% (co-lead o primary)
- 3: Tu round = 30-50% o 150-200% (follower check or stretch)
- 2: Tu round = 10-30% o >200% (unlikely to engage)
- 1: Rounds outside their mandate entirely
Formula:
- Median investor check = typical size from recent portfolio announcements
- Target ownership = check size / post-money valuation (most VCs target 10-20%)
3. Thesis alignment
¿El problema que resuelve tu startup cabe en la thesis del investor?
Score 1-5:
- 5: Tu startup es explicitly mentioned en su public thesis
- 4: Thesis cubre el espacio + portfolio has 2+ similar ventures (positive signal)
- 3: Thesis cubre el espacio pero no hay portfolio proof
- 2: Thesis adjacent pero NOT primary focus
- 1: Thesis distinct o incompatible
Data source: Investor's blog posts, Twitter, podcasts interviews, portfolio list, published thesis docs.
Red flags:
- Investor has already invested in direct competitor (usually a pass due to portfolio conflict)
- Thesis has shifted recently (old deals don't reflect current focus)
4. Geography / vertical overlap
¿El investor opera en tu región + vertical?
Score 1-5:
- 5: Primary geography + primary vertical — deep rolodex en ambos
- 4: Primary geography OR vertical strongly, pero not both
- 3: Covers both pero not primary
- 2: Covers one secondarily, not primary
- 1: Outside their active operating zone
LATAM-specific scoring:
- Latitud, KaszeK, Monashees, Endeavor: primary LATAM focus
- GV, SoftBank, Sequoia: LATAM via specific local partners
- Most US funds: LATAM only via Delaware/Cayman wrapped entities (see
venture-studio-toolkit:structure-decision)
5. Value-add depth
¿Qué aporta el investor más allá del capital?
Score 1-5:
- 5: Hands-on operating partner experience + active engagement (2-3 operator platforms per portfolio company)
- 4: Strategic advisor access + warm intros + domain expertise
- 3: Warm intros + occasional strategic guidance
- 2: Capital + quarterly check-ins (mostly passive)
- 1: Capital only (transactional, no engagement)
Data source: portfolio founder references (critical — interview 2-3 portcos per investor), LinkedIn posts patterns.
Dark side probes (ask references):
- "How did the investor behave when [portco] had a down round / missed metrics?"
- "Has the investor pushed for exits / board changes / founder replacements?"
- "How engaged are they with the portco beyond board meetings?"
Weighted scoring
Ajustado por prioridad del founder:
| Eje | Fundraising-first (default) | Value-add-first | Stealth / Strategic |
|---|
| Stage fit | 25% | 20% | 20% |
| Check size fit | 25% | 20% | 20% |
| Thesis alignment | 20% | 20% | 30% |
| Geography / vertical | 15% | 15% | 15% |
| Value-add depth | 15% | 25% | 15% |
Default: fundraising-first — maximiza probabilidad de close del round.
Value-add-first: cuando founder priorizes strategic investor sobre optimal check terms (ej. post-Series A necesita operating help).
Stealth / Strategic: cuando necesitas investor that strongly matches thesis over pure check efficiency.
Flujo del skill
Paso 1 — Load startup + fundraising context
IM-1: "Vamos a targetear investors contra tu round. Necesito:
startup-profile.md (si existe — lo leo)- Round specifics:
- Amount raising: $X
- Target valuation: $Y pre-money (o post-money)
- Instrument: Priced equity (Series Seed/A+) o SAFE (pre-priced)
- Close timeline: [weeks]
- Fundraising priority: Fundraising-first / Value-add-first / Stealth-Strategic
- Geography preference: [LATAM / US / EU / Global]
- Sector: [fintech / healthtech / B2B SaaS / marketplace / etc.]
- Existing investor intros: ¿Hay existing investors que pueden referir?"
Paso 2 — Generate target criteria
IM-2: Generar target-criteria.md con el perfil ideal de investor derivado de respuestas anteriores.
Paso 3 — Source candidates
IM-3: "¿Cómo querés sourcear candidates?
- Manual input: vos me das N nombres + contexto
- Curated lists: YC Investor Day List, NVCA directory, Crunchbase, LATAM VC directory (CB Insights tables)
- DojoOS investor database (cuando la API esté disponible via
dojoos-api-consumer agent)
Para cada candidate necesito: nombre del fund, partner / angel name, LinkedIn, recent checks public info."
Paso 4 — Score cada investor
IM-4: Por cada candidate, generar fit-scorecard.md con:
- Score por eje (1-5 con evidence citation)
- Weighted total
- Competitors en su portfolio (red flag if strong)
- Warm intro path (1st/2nd/3rd degree LinkedIn connection)
Paso 5 — Intelligence notes
IM-5: Por cada investor top-tier, generar intelligence-notes.md:
- Last 5 investments (amount + stage)
- Public thesis evolution (track changes over last 2 years)
- Podcast / blog appearances con positions relevantes
- Known biases (e.g., "pasa en founders sin CS degree", "prefers technical co-founders", "no invierte en marketplaces")
- Founder references feedback (si disponible)
Paso 6 — Outreach customization
IM-6: Generar outreach-template.md por top-tier investor:
- Email 1: Intro vía warm path si existe; cold email templated si no
- Email 2: Follow-up (7 días post-1) con update concreto (traction, pipeline, team)
- LinkedIn message: Short, thesis-specific, incluye 1 metric
- Intro request to mutual: Template de pedido de introducción vía mutual contact
Personalization per investor:
- Ref al último deal relevante del investor ("Vi tu inversión en X — hay paralelos con nuestro enfoque en Y")
- Ref a su thesis published ("Tu post de Jun 2025 sobre Z resonó con nuestro approach")
- NO menciones generic fund info que todos saben
Paso 7 — Target list + sequence plan
IM-7: Generar target-list.md (ranked) + sequence plan:
- Tier 1 (top 5 scores): parallel outreach en primeras 2 semanas
- Tier 2 (next 10): parallel outreach en week 3-4
- Tier 3 (remainder): reserve para post first-pass learnings
Sequence tactics:
- NEVER mass email (destroys reputation + signals desperation)
- Batch de 3-5 investors por semana con staggered follow-ups
- Track response rate + adjust outreach based on early results
- Maintain "no-shop" consistency: si lead investor pidió no-shop, respectar period
Paso 8 — Tracker setup
IM-8: Generar tracker.md — simple kanban:
- Queue: not yet contacted
- Contacted: email sent, awaiting response
- Responded positive: scheduled intro call
- Intro done: post-call, awaiting followup decision
- Partner meeting: advanced to partnership meeting
- Term sheet in discussion: active negotiation
- Committed: soft/hard commitment
- Passed: no (with rationale)
Update cadence: weekly during active fundraise.
Output template — fit-scorecard.md
# Investor Fit Scorecard — [Investor Name / Fund]
**Startup**: [Name]
**Partner / Angel**: [Name]
**Fund**: [Fund name if VC]
**Date**: YYYY-MM-DD
**Priority weighting**: [Fundraising-first / Value-add-first / Stealth-Strategic]
---
## Investor profile snapshot
- **Check size**: [median] (based on last [N] deals)
- **Stage focus**: [Seed / Series A / etc.]
- **Geography**: [list]
- **Vertical**: [list]
- **Thesis**: [1-2 sentence summary from public sources]
- **Last 5 investments**: [brief list]
## Score by axis (1-5 with evidence)
### 1. Stage fit — Score: X/5 (weight XX%)
### 2. Check size fit — Score: X/5 (weight XX%)
**Their median**: $X
**Our round**: $Y
**Fit**: [expressed as overlap]
### 3. Thesis alignment — Score: X/5 (weight XX%)
**Our thesis**: [1 sentence]
**Their thesis**: [1 sentence]
**Overlap evidence**: [citation]
### 4. Geography / vertical — Score: X/5 (weight XX%)
### 5. Value-add depth — Score: X/5 (weight XX%)
---
## Weighted total
| Axis | Score | Weight | Weighted |
|---|---|---|---|
| Stage fit | X | XX% | X.XX |
| Check size fit | X | XX% | X.XX |
| Thesis alignment | X | XX% | X.XX |
| Geography / vertical | X | XX% | X.XX |
| Value-add depth | X | XX% | X.XX |
| **TOTAL** | — | **100%** | **X.XX / 5** |
---
## Red flags checklist
- [ ] **Portfolio conflict**: ¿invirtieron en direct competitor?
- [ ] **Recent thesis drift**: ¿cambió focus away from our space en últimos 6 meses?
- [ ] **Bad founder references**: ¿references negative on specific behaviors?
- [ ] **Process red flags**: ¿timeline lento históricamente? (>90 days decision cycle = pass)
If ANY red flag = **DISQUALIFY o approach con caution**.
---
## Warm intro path
**Direct**: [if we have connection]
**1st degree mutual**: [name + strength of relation]
**2nd degree path**: [chain + likelihood of ask]
**Recommendation**: [Cold email / Intro request / Event meet / Pass]
---
## Next step
[Specific action: "Draft intro email to [mutual] by YYYY-MM-DD"]
Integración con DojoOS (via dojoos-api-consumer agent)
Disponible desde v0.5.0 — este skill puede invocar al agent dojoos-api-consumer con las operaciones get_investor_database (listado candidate investors) y get_investor_profile (detail por investor). Ambas retornan SPEC_GAP hoy (los endpoints no están en la OpenAPI spec todavía) y el skill continúa con sources manuales (NVCA, Crunchbase, LAVCA, CSV upload). Cuando los endpoints lancen, el agente retornará LIVE_DATA sin cambios acá — el target list inicial se pre-popula con investors + check history + portfolio fit + Dojo Score weighting automáticamente. Cada SPEC_GAP que retorna el agente viene con un SPIKE_SUGGESTION listo para alimentar el skill feature-to-spike.
Integración con otras skills
startup-intake: source del startup-profile.md para thesis alignment + fundraising contextcap-table-builder: post-match, post-commit, track dilution per investor checkfounder-documents: SAFE o Term Sheet (NVCA) generados después de soft-commitdemo-day-prep (sibling): si es demo day investor, coordinate flowfeature-to-spike: SPIKE para DojoOS si detectás matching gap o pattern útilventure-studio-toolkit:structure-decision: si venture es LATAM-based + US VC, needs Cayman Sandwich o Delaware flip first
Principios clave
- Target quality > quantity: 15-20 well-researched investors > 100 spray-and-pray
- Warm intros siempre que sea posible: 10x response rate vs cold
- Never negotiate alone: especially first-time founders — bring advisor or counsel
- Track every interaction: response rate + time-to-response + pipeline velocity informan el próximo round
- Investor quality affects the cap table forever: bad investor > no investor
- "No" es información útil: si multiple top-tier pass with similar rationale, revisar pitch/deck/metrics
Anti-patterns
- Mass cold emails (destroys reputation, signals desperation)
- Pitching investors outside stage/check size fit ("maybe they'll stretch")
- Starting fundraise without 8+ weeks runway to close (runway pressure = bad terms)
- Ignoring portfolio conflicts ("maybe they won't notice")
- Sharing deck publicly (securities law + competitive risk)
- No "no-shop" respecting if lead asked
- Negotiating one investor at a time (lose optionality + leverage)
Recursos
