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Manage investor communications — monthly/quarterly updates, board meeting preparation, investor portals, ad-hoc requests, and relationship nurturing. Use when the user asks about drafting an investor update, preparing for a board meeting, responding to investor questions, or managing investor communications.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Reconciles bank accounts and credit cards monthly — matches every transaction to the ledger, resolves exceptions, tracks uncleared items, and documents the process. Use when the user mentions bank reconciliation, transaction matching, reconciling accounts, GL cash balance not matching the bank, or asks about month-end reconciliation or corporate card reconciliation.
Manages banking relationships — account optimization, fee negotiation, credit facility oversight, treasury yield, and fraud prevention. Use when the user mentions banking setup, bank fees, credit facility, treasury yield, investing excess cash, opening new accounts, or asks about banking architecture, account optimization, or fraud prevention.
Builds and maintains a 13-week rolling cash forecast — models inflows, outflows, scenario analysis, and forecast-vs-actual accuracy tracking. Use when the user mentions cash forecast, 13-week forecast, liquidity projection, cash runway, or asks about modeling cash under different scenarios or when cash runs out.
Monitors daily cash position across all accounts, flags anomalies, tracks burn rate, and produces a daily cash snapshot. Use when the user mentions cash position, daily cash check, burn rate, bank balance, or asks about unusual transactions or cash alerts.
Optimizes working capital — improves DPO, accelerates collections, manages inventory, and negotiates payment terms to maximize cash efficiency. Use when the user mentions working capital, cash conversion cycle, DPO, DSO, or asks about improving payment terms, accelerating collections, or optimizing cash tied up in operations.
Routes CFO and financial operations requests to specialized sub-skills based on user intent matching, task classification, and multi-skill chain assembly. Use when the user mentions startup CFO tasks, financial operations, reporting, fundraising questions, cash management, financial planning, strategic advisory, or asks about running any CFO-related workflow.
| name | investor-relations |
| description | Manage investor communications — monthly/quarterly updates, board meeting preparation, investor portals, ad-hoc requests, and relationship nurturing. Use when the user asks about drafting an investor update, preparing for a board meeting, responding to investor questions, or managing investor communications. |
| version | 2.0.0 |
| author | Crewm8 |
| maintainer | Gokul (github.com/gokulb20) |
| license | MIT |
| homepage | https://crewm8.ai |
| tags | ["cfo","finance","fundraising","investor-relations","board-meetings"] |
| related_skills | ["board-reporting","financial-statement-generation","fundraising-process-management","cash-monitoring","cap-table-management","data-room-management"] |
| inputs_required | ["investor-and-board-member-list-with-contact-info","current-financials-from-financial-statement-generation-and-cash-monitoring","key-metrics-ARR-growth-churn-NRR-gross-margin-burn-multiple","company-updates-wins-challenges-asks-from-CEO","board-meeting-schedule-and-agenda-items"] |
| deliverables | ["monthly-investor-update-email-ready","board-meeting-agenda-and-materials-timeline","investor-CRM-summary-and-sentiment-tracker"] |
| compatible_agents | ["hermes","claude-code","droid","cursor","windsurf","openclaw","openai","generic"] |
Manage ongoing communication with investors and the board — from regular updates to board meeting prep to ad-hoc requests. Goal: investors feel informed, engaged, and ready to help when you need them.
Investors are partners, not just check-writers — but only if they're kept informed. Inconsistent communication erodes trust and makes it harder to get help when you need it. This skill ensures investors receive regular, structured updates, board meetings are productive, and ad-hoc requests are handled promptly, so the company builds a reputation as a transparent, well-run organization.
financial-statement-generation and cash-monitoring.| Communication Type | Frequency | Format | Audience |
|---|---|---|---|
| Investor update | Monthly | Email (standard template) | All investors |
| Board meeting | Quarterly (or as scheduled) | Deck + meeting | Board members |
| Bad news | Within 48 hours | Email or call | All investors |
| Ad-hoc requests | Within 24 hours acknowledgment | Email or portal | Requester |
| Best practice | Consistency beats perfection | Send on fixed cadence |
The standard format that investors actually read:
Subject: [Company Name] — April 2026 Update
Hi everyone,
TL;DR: [One sentence summary — the most important thing that happened.]
📈 Metrics (vs last month / last quarter):
- ARR: $1.45M (+15% MoM / +140% YoY)
- Customers: 142 (+12)
- Gross Margin: 79% (flat)
- Net Revenue Retention: 115%
- Cash: $2.8M (24 months runway)
- Burn: $92k (net burn this month)
🎉 Wins:
- Closed Acme Corp ($120k ARR, our largest deal ever)
- Launched AI feature — 40% of customers tried it in week 1
- Hired VP of Sales (ex-Figma)
⚠️ Challenges:
- Churn spiked to 3.2% this month (two SMB bankruptcies — likely not trend)
- Key eng hire declined offer — restarting search
- AWS bill growing faster than revenue — investigating optimization
🙏 Asks (how you can help):
- Intros to: VP Eng candidates, Series A leads at Benchmark/a16z
- Feedback on: new pricing page (link)
- Reference calls with: fintech CTOs for our enterprise deal
📅 Next board meeting: June 12 — materials by June 5
Thanks,
[CEO Name]
2 weeks before:
1 week before:
board-reporting skill for full format).Meeting structure (90 minutes):
| Time | Item | Owner |
|---|---|---|
| 0-5 min | Approve prior minutes, consent agenda | CEO |
| 5-20 min | CEO update — state of the company | CEO |
| 20-35 min | Financial review & KPIs | CFO |
| 35-55 min | Strategic deep-dive (one topic per meeting) | CEO / Lead |
| 55-70 min | Discussion / decisions | All |
| 70-85 min | Forward calendar, action items | CEO |
| 85-90 min | Executive session (board only, no management) | Board |
48 hours after:
When an investor asks for something:
Maintain a lightweight investor CRM:
| Investor | Firm | Board? | Last Touch | Notes | Warm Intros? |
|---|---|---|---|---|---|
| Sarah Chen | a16z | Yes | Apr 15 (board) | Very helpful on GTM strategy | Yes — portfolio companies |
| Mark Ruiz | XYZ Capital | No | Mar 28 (update) | Introduced us to 2 hires | Yes — SaaS founders |
| ... | ... | ... | ... | ... | ... |
Framework for delivering bad news to investors:
Send bad news proactively. Investors hate surprises more than bad news.
The skill is complete when:
Can you answer "when was the last update sent to investors and what did it contain?" from the investor CRM? Are upcoming board meeting dates and material deadlines on a timeline? Can bad news be communicated within 48 hours using the documented framework? If not, the investor relations program is incomplete.
User prompt: "Draft this month's investor update." What should happen: Pull current financials and key metrics from linked skills, gather latest company wins/challenges/asks from the CEO, format into the standard investor update template (TL;DR, metrics table, wins, challenges, asks, next board meeting date), and produce an email-ready update.
User prompt: "Prepare for the board meeting." What should happen: Build the board meeting timeline (2 weeks before: agenda out, 1 week before: board deck circulated, meeting day: structure per template, 48 hours after: minutes and action items), draft the financial review section of the board deck with metrics dashboard, and compile action items from the prior meeting.
board-reportingfinancial-statement-generationfundraising-process-managementcash-monitoringcap-table-managementdata-room-management