菜单
Run the Markster OS fundraising playbook. CHECK stage, traction, and funding path before building anything. DO investor ICP + list + outreach + pitch + close. VERIFY investor pipeline is real before claiming readiness. Routes through ScaleOS Biz Dev.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Writes funnel assets step by step from a completed funnel plan. Process covers VSL script, landing page copy, OTO sequences, email nurture, and application page. Use when creating funnel copy after architecture is confirmed, or when you need to write VSL, landing page, or email assets from a defined offer. Run after funnel-plan. Triggers on "write the funnel", "build the funnel assets", "write the VSL", "write the landing page", "write the OTO", "write the email sequence", "build funnel copy".
Full funnel architecture session. Diagnoses your situation, selects the right funnel type, and designs the complete offer stack with price ratios and conversion targets. Use when building a new funnel from scratch, when reviewing an existing funnel architecture, or when you need to define the offer stack before creating assets. Run before funnel-build. Triggers on "design my funnel", "funnel architecture", "what funnel should I build", "funnel strategy", "offer stack design", "plan my funnel", "which funnel type".
Grades a funnel against vetted research benchmarks and produces a scored fix list. Checks offer stack ratios, traffic-funnel match, VSL structure, proof quality, and affiliate readiness. Use when you want to check if a funnel is ready to launch, when conversion is below target, or when you need a structured audit before scaling spend. Triggers on "review my funnel", "grade my funnel", "audit my funnel", "why is my funnel not converting", "funnel not working", "check my funnel", "is my funnel ready".
Quick single-ICP funnel builder. Takes your ICP and offer and produces a complete conversion pathway: landing page copy, lead magnet spec, and 3-email nurture sequence. Use when you need a functional funnel fast without the full architecture session. Triggers on "quick funnel", "simple funnel", "lead magnet funnel", "landing page for", "nurture sequence", "opt-in funnel".
Lightweight guide and router for Markster OS. Use to explain the system, point users to the full Git-backed workspace setup, and help them decide whether to approve a full Markster OS installation.
Diagnostic operator for Markster OS. Identifies the constraint brick, runs the Hormozi diagnostic, and routes to the right playbook with context pre-filled. Run this before any other skill.
| name | fundraising |
| description | Run the Markster OS fundraising playbook. CHECK stage, traction, and funding path before building anything. DO investor ICP + list + outreach + pitch + close. VERIFY investor pipeline is real before claiming readiness. Routes through ScaleOS Biz Dev. |
Do not proceed past any failed check.
1. Stage and traction defined?
Ask the user:
If they cannot state a specific traction number: "Investors fund traction, not potential. Before building an investor list, you need at least one measurable proof point. What is the most specific thing you can say about your results right now?"
2. Funding path confirmed for their archetype
Fundraising looks very different by business type. Read the right file before advising.
Read playbooks/biz-dev/fundraising/funding-mechanisms.md -- especially if the user is a service firm or trade business. VC is one path. It is not the only path.
| Your type | Relevant funding paths |
|---|---|
| SaaS, devtools, marketplace | VC, angels, SAFE, priced round |
| Agency, consulting, advisory | PE, SBA, revenue-based financing |
| Trade businesses | SBA, equipment financing, PE roll-up |
| Hardware, DTC | Strategic, VC with hardware thesis, debt |
Read playbooks/biz-dev/fundraising/traction-by-archetype.md -- what traction means for your archetype at each stage.
Read playbooks/biz-dev/fundraising/round-sizing.md -- SAFE vs. convertible note vs. priced round, and how much to raise at each stage.
If the user is pursuing VC for a business type where it is not the optimal path, name it clearly before proceeding.
3. Which part do they need?
Ask which stage they are working on:
Do not build a full 4-stage plan if they only need one stage. Route directly.
Run the relevant stage(s). If they are starting from zero, run all four in order.
Define the investor ICP -- the profile of an investor who is the right fit for this raise:
Categorize into three tiers:
| Tier | Count | Priority |
|---|---|---|
| Tier 1 | 10-20 | Ideal fit, warm intro required to approach |
| Tier 2 | 30-50 | Good fit, warm or cold both viable |
| Tier 3 | 50-100 | Possible fit, cold only |
Sources for building the list: Crunchbase, AngelList, LinkedIn (portfolio companies of target funds), Axios Pro Rata, fund websites.
Do not send to Tier 3 until Tier 1 and 2 are active.
For warm intros (Tier 1 and 2):
Forward blurb structure:
For cold outreach (Tier 2 and 3):
Use playbooks/biz-dev/fundraising/templates/investor-outreach.md.
Rules:
Walk through the 10-slide deck structure:
| Slide | Content |
|---|---|
| 1. Cover | Company name, one-liner, date |
| 2. Problem | Specific scenario -- a story, not a statistic |
| 3. Solution | What you built, one sentence |
| 4. Why now | Market timing argument -- what changed that makes this the right moment |
| 5. Traction | Most compelling numbers first |
| 6. Product | Screenshots or demo, not diagrams |
| 7. Business model | How you make money -- unit economics if available |
| 8. Market size | Bottom-up logic, not TAM from a report |
| 9. Team | The 2-3 things that make you the right people for this specific problem |
| 10. The ask | Amount, use of funds, milestones this raise gets you to |
Also help with the verbal narrative: 2 minutes max, covers why you, why this market, why now.
Pitch quality gates before taking meetings:
After every meeting, send a follow-up within 24 hours. Use playbooks/biz-dev/fundraising/templates/follow-up.md.
Pipeline management rules:
When an investor passes: send a feedback request within 48 hours. Their answer is the product roadmap.
When closing: state the close timeline clearly. "We are targeting to close this round by [date]. Current commitments are [amount]. We have space for [X] more investors at this stage."
Before this session ends:
1. Investor list is tiered?
Confirm Tier 1, 2, and 3 are defined with clear criteria. Tier 1 should require a warm intro -- if everything is cold, the target list is probably too broad.
2. Outreach passes the traction-first check?
Read the first sentence of the outreach message. Does it lead with a traction metric or a vision statement? If it starts with vision, rewrite.
3. Pitch deck structure is complete?
Confirm all 10 slides exist and the quality gates from Stage 3 pass.
4. CRM tracking is set?
Confirm every active investor has a next action and a next contact date. No investor in active conversations should have a blank next action field.
5. Raise timeline is stated?
Confirm they have a close target date and know the current commitments. Fundraises without deadlines drift.
playbooks/biz-dev/fundraising/README.mdplaybooks/biz-dev/fundraising/funding-mechanisms.mdplaybooks/biz-dev/fundraising/traction-by-archetype.mdplaybooks/biz-dev/fundraising/round-sizing.mdplaybooks/biz-dev/fundraising/templates/investor-outreach.mdplaybooks/biz-dev/fundraising/templates/follow-up.md