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Use when producing or reviewing the saas agent funding stage playbook component of a business plan; applies its specialist evidence, decisions, and acceptance tests instead of neighbouring pipeline skills.
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基于 SOC 职业分类
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| name | saas-agent-funding-stage-playbook |
| description | Use when producing or reviewing the saas agent funding stage playbook component of a business plan; applies its specialist evidence, decisions, and acceptance tests instead of neighbouring pipeline skills. |
| metadata | {"portable":true,"compatible_with":["claude-code","codex"]} |
AI funding (handled by saas-ai-funding-stage-playbook) maps AI startups to AI-VC / sovereign-AI / DFI envelopes. Agent funding has its own investor archetypes (agent-specialist funds, vertical AI funds) and its own use-of-proceeds shape (heavier on Tool / Eval / Safety than on GTM). Milestones are agent-specific.
saas-ai-funding-stage-playbook11b-grant-proposal insteadMatch stage to investor archetype per references/saas-agent-funding-stage-playbook.md:
Specify use of proceeds for agents specifically:
Set milestone breakpoints per stage:
Diligence preparation — the bankability scorecard (meta-agent-bankability-and-investor-readiness) and data room (meta-due-diligence agent contents) prepared 60-90 days before round opens
Investor narrative discipline:
| Element | Cadence | Owner |
|---|---|---|
| Investor target list refresh | quarterly | CEO + Head of Strategy |
| Milestone progress | monthly | CEO + CFO |
| Bankability rescore | quarterly | (per bankability skill) |
| Use-of-proceeds variance | monthly | CFO |
| Round opens | per-round | CEO + Board |
references/saas-agent-funding-stage-playbook.md — stage-by-stage detail; investor archetypes; use-of-proceeds patternsskills/11-funding-request/saas-ai-funding-stage-playbook/SKILL.md — AI parentskills/meta-agent-bankability-and-investor-readiness/SKILL.md — bankability gateskills/meta-agent-valuation-adjustments/SKILL.md — valuationskills/meta-due-diligence/SKILL.md — DDbook-extractions/agent-products-business-plan-audit-2026.md — audit| Input artefact | Source/provider | Required | Behaviour when absent |
|---|---|---|---|
| Reconciled funding need, use-of-funds schedule, financing capacity, traction evidence, milestones, and investor or lender criteria for saas agent funding stage playbook | Financial model, implementation plan, client records, and target-financier materials | Yes | If absent, the funding gap, uses, repayment capacity, dilution effect, or stage evidence is unavailable, return a financing-readiness gap note and withhold the amount or instrument recommendation. |
| Finalised business brief, target reader, country, and stage | Client intake and engagement owner | Yes | Stop section decisions and route the missing context to client intake. |
| Reconciled upstream assumptions that this section consumes | Named pipeline owners | Conditional | Record the dependency, affected claim, owner, and recovery step; do not substitute an invented value. |
| Artefact | Consumer | Observable acceptance condition |
|---|---|---|
| Audience-specific funding request with instrument, uses, milestones, and repayment or return logic | Plan author and target decision-maker | The artefact answers the section decision and traces each material conclusion to the supplied evidence. |
| saas agent funding stage playbook exception and handoff note | Downstream section owners | Every blocked or conditional item names its consequence, owner, evidence request, and restart condition. |
| saas agent funding stage playbook release record | Reviewer or plan assembler | Records the checks completed, failures, unassessed items, professional review required, and release state. |
| Evidence | Format | Acceptance condition |
|---|---|---|
| Ask-to-use reconciliation, financing-option decision record, milestone release logic, and caveat register | Source-linked table, calculation, or annotated prose | The evidence is reproducible from named inputs and distinguishes verified fact, management assumption, and inference. |
| saas agent funding stage playbook decision record | Decision note | States the selected action, rejected credible alternative, countercase, rationale, and risk accepted or avoided. |
| saas agent funding stage playbook review trace | Gate entry | Identifies the date, input versions, reviewer role, failed checks, recovery owner, and any check that remains not assessed. |
For saas agent funding stage playbook, the controlling focus is agent-company stage evidence, milestone capital, technical diligence, and investor fit. This skill may analyse financing options and draft the ask; it may not solicit investors, submit applications, negotiate terms, value securities, or bind the client without explicit authority and professional review. Its normal mode is read-only analysis and drafting. Any mutation, external communication, spending, certification, or professional conclusion outside that boundary requires explicit authority and must remain traceable to the approving role.
For saas agent funding stage playbook, loss of evidence about agent-company stage evidence, milestone capital, technical diligence, and investor fit activates degraded mode. If the controlling saas agent funding stage playbook evidence is unavailable, the same boundary applies. When the funding gap, uses, repayment capacity, dilution effect, or stage evidence is unavailable, return a financing-readiness gap note and withhold the amount or instrument recommendation. Return the verified subset, label the affected decision qualified or not assessed, explain the downstream consequence, and state the smallest evidence request or authorised action that permits recovery. Do not convert the missing check into a pass.
| Choice or condition | Action | Failure or risk avoided |
|---|---|---|
| For saas agent funding stage playbook, the preferred instrument does not match cash-flow capacity, stage, security, or investor-return evidence | reject it, compare the viable alternatives, and state the milestone needed to reopen the option | A mismatched ask can create unaffordable debt, avoidable dilution, or failed diligence |
| For saas agent funding stage playbook, A current legal, regulatory, tax, accounting, market, or platform claim controls the saas agent funding stage playbook decision | Verify the controlling source, effective date, jurisdiction, and reviewer status before release | Stale external facts become permanent plan assumptions |
| For saas agent funding stage playbook, The evidence reconciles with neighbouring sections and the countercase does not overturn the choice | Complete audience-specific funding request with instrument, uses, milestones, and repayment or return logic, attach the evidence and release record, and hand off named dependencies | Premature release and repeated downstream rework |
An agent startup has demos but no production task-success evidence. Frame the raise around validation milestones and technical diligence, not a scale-stage valuation narrative.