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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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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.
SOC 職業分類に基づく
| 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.
