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