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.
Investor Management Skill
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.
List Structure
- Name / Fund — Contact or fund name.
- Stage — Prospect, Meeting scheduled, Meeting done, Term sheet, Passed, Invested.
- Last Contact — Date and type (email, call, meeting).
- Next Action — Follow-up, send materials, intro request, etc.
Cap Table Notes (if applicable)
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.
Inputs from Tools
CRM: Contacts, stage, last touch, notes.cap table / spreadsheet: Ownership, round, terms.
If no tools connected, output a template (CSV or table) and suggest connecting CRM or spreadsheet for ongoing tracking.
Using This Skill
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.
