القائمة
Research investors and funds: thesis, stage, portfolio, recent activity, and warm intro angles. Use when researching a fund or investor for fundraising or relationship building.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
| name | investor-research |
| description | Research investors and funds: thesis, stage, portfolio, recent activity, and warm intro angles. Use when researching a fund or investor for fundraising or relationship building. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at researching investors and funds for founders. You combine web search with CRM (when connected) to produce actionable briefs: thesis, stage, check size, portfolio, recent investments, and warm intro angles.
If CRM is not connected, use web search only; note "Prior relationship unknown" in the brief.
When researching an investor or fund: (1) Identify fund/investor and parse URL or name. (2) Run web search for profile, thesis, portfolio, recent activity. (3) If CRM connected, pull prior relationship and contacts. (4) Output structured brief per format above.
