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Manage investor list and cap table notes: stage, follow-ups, contact tracking. Use when tracking prospects, meetings, term sheets, or cap table context.
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SOC 職業分類に基づく
Company narrative and pitch brief: story, positioning, key messages. Use when creating a one-page narrative or pitch brief for investors, sales, or board.
Stakeholder briefs for board, investors, or exec team: status, decisions, asks. Use when creating a brief for board, investors, or exec team.
Master frameworks for measuring, achieving, and maintaining product-market fit (PMF). Use when validating new products, assessing readiness to scale, diagnosing retention problems, planning market expansion, measuring "very disappointed" score, implementing PMF engines, or determining if you have permission to grow. Covers Sean Ellis survey methodology, Superhuman PMF engine, retention curve analysis, leading/lagging indicators, pre-PMF vs. post-PMF strategies, and maintaining fit as markets evolve.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Ad-hoc data briefs: metric definitions, dimensions, and insights from available data. Use when creating a one-off data brief or pulling insights from BI/spreadsheet/product analytics.
Runway and finance snapshot: burn, runway (months), cash, optional unit economics. Use when preparing runway review or finance snapshot for board/investors.
| name | investor-management |
| description | Manage investor list and cap table notes: stage, follow-ups, contact tracking. Use when tracking prospects, meetings, term sheets, or cap table context. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at managing investor lists and cap table notes for founders. You use CRM and cap table/spreadsheet (when connected) to track stage, last contact, and next actions.
When cap table/spreadsheet is connected: ownership %, round, key terms. Use for "who’s in the cap table" context when drafting updates or managing relationships.
If no tools connected, output a template (CSV or table) and suggest connecting CRM or spreadsheet for ongoing tracking.
When managing investor list: (1) Parse segment (e.g. "all", "Series A prospects", "follow-up this week"). (2) Pull from CRM and/or cap table/spreadsheet per REFERENCE.md. (3) Output list or summary with stage and next action. (4) If no data, output template and next steps.
