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Add comprehensive fundraising and investor relations skills - #24

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adityak74 merged 1 commit into
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claude/investor-outreach-automation-Hnr0N
Feb 24, 2026
Merged

Add comprehensive fundraising and investor relations skills#24
adityak74 merged 1 commit into
mainfrom
claude/investor-outreach-automation-Hnr0N

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@arjunjaggi34

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Summary

This PR introduces a complete suite of investor relations and fundraising automation skills, enabling founders and fundraising teams to systematically manage capital raises from investor discovery through deal close. The new skills cover the full fundraising lifecycle: investor research and targeting, pitch deck production, automated outreach campaigns, calendar management, due diligence preparation, and pipeline analytics.

Key Changes

New Skills Added:

  • investor-research — Investor discovery and intelligence engine for identifying, profiling, and prioritizing investors (VCs, angels, HNIs, family offices, corporate VCs) based on stage fit, thesis alignment, check size, and warm introduction paths

  • pitch-deck-builder — Investor-grade pitch deck automation that produces narrative-driven, data-rich decks tailored to specific investor types, covering problem, market, solution, traction, team, and ask

  • investor-outreach — Automated multi-channel outreach engine for cold email, LinkedIn, warm introductions, and follow-up sequences targeting angels, VCs, HNIs, family offices, and corporate VCs

  • investor-calendar — Founder meeting orchestration system for scheduling, preparing, executing, and following up on investor meetings to maintain peak fundraising velocity

  • due-diligence-prep — Data room architecture and due diligence preparation engine for organizing financial models, legal documents, technical architecture, customer references, and compliance records

  • fundraising-analytics — Real-time pipeline intelligence dashboard for tracking outreach performance, conversion rates, investor sentiment, round velocity, and capital efficiency

  • cro-investor-relations — Top-level fundraising orchestrator that coordinates all IR sub-skills, maintains the single source of truth for capital raises, and produces board-ready reports

Implementation Details

  • Each skill includes detailed phase-by-phase workflows with concrete templates, checklists, and data structures
  • Comprehensive YAML schemas for investor tracking, financial modeling, and pipeline management
  • Pre-built templates for cold emails, LinkedIn outreach, and warm introduction requests tailored to different investor types (Tier-1 VCs, angels, family offices, corporate VCs, HNIs)
  • Standardized pipeline stage definitions and conversion funnel metrics
  • Integration points between skills enabling end-to-end raise orchestration
  • Updated README.md to include new "Investor Relations & Fundraising Skills" section

https://claude.ai/code/session_01Bfhp46TYbhyFfurRcTShTA

Adds a complete, fully automated fundraising system organized as a
6-skill hierarchy under the cro-investor-relations orchestrator:

Hierarchy:
  cro-investor-relations (orchestrator)
  ├── investor-research       — investor discovery, profiling, scoring
  ├── pitch-deck-builder      — TAM/SAM/SOM, architecture, case studies,
  │                             patents, competitive analysis, LOI/LOR/POC
  ├── investor-outreach       — automated multi-channel outreach (email,
  │                             LinkedIn, warm intros) to VCs, angels, HNIs,
  │                             family offices, CVCs
  ├── investor-calendar       — founder calendar packing (3-5 meetings/day),
  │                             pre-meeting briefs, post-meeting follow-up
  ├── due-diligence-prep      — data room, financial model, legal docs, cap
  │                             table, reference customer prep, 40-question DD FAQ
  └── fundraising-analytics   — pipeline tracking, conversion funnel, close
                                forecast, pass analysis, board reporting

Also updates README.md with the full hierarchy diagram and skill table.

https://claude.ai/code/session_01Bfhp46TYbhyFfurRcTShTA
@adityak74
adityak74 merged commit b66a6db into main Feb 24, 2026
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3 participants