AgentSkillsCN

fundraising

适用于构建融资相关功能——投资者定位、路演材料、数据室搭建、条款清单分析,以及项目管线管理时使用。可通过“融资”、“投资者”、“路演 PPT”、“条款清单”、“数据室”、“A 轮”、“种子轮融资”、“资本募集”等短语触发。

SKILL.md
--- frontmatter
name: fundraising
description: Use this skill when building fundraising features - investor targeting, pitch materials, data room setup, term sheet analysis, and pipeline management. Triggers on "fundraising", "investor", "pitch deck", "term sheet", "data room", "Series A", "seed round", "capital raise".

Fundraising

Overview

Guide founders through the complete fundraising journey: readiness assessment, materials preparation, investor targeting, outreach campaigns, pipeline management, and term sheet negotiation.

When to Use

  • Building fundraising readiness checklists
  • Creating investor targeting/matching features
  • Implementing pitch deck generation
  • Designing data room organization
  • Building investor CRM/pipeline tracking
  • Analyzing term sheets

Fundraising Phases

code
PHASE 1: READINESS ASSESSMENT
├── Investment readiness checklist
├── Gap analysis (metrics, docs, team)
├── Stage-appropriate benchmarks
└── GATE: Readiness score ≥70% → Proceed

PHASE 2: MATERIALS PREPARATION
├── Pitch deck (industry-specific)
├── One-pager / Executive summary
├── Financial model
├── Data room setup
└── GATE: All docs complete → Proceed

PHASE 3: INVESTOR TARGETING
├── Build investor list (50+ matched)
├── Prioritize by fit/activity
├── Personalization research
└── GATE: Target list approved → Proceed

PHASE 4: OUTREACH & PIPELINE
├── Personalized email sequences
├── Pipeline tracking (stage, follow-ups)
├── Meeting prep / debrief
└── GATE: Term sheet received → Proceed

PHASE 5: CLOSE
├── Term sheet analysis
├── Due diligence management
├── Negotiation support
└── CLOSE: Funds wired

Readiness Checklist by Stage

Pre-Seed Readiness

CategoryRequirementWeight
ProblemClear who/struggle/why-now20%
SolutionWorking prototype or mockup15%
TeamFounder-market fit evident20%
MarketTAM/SAM/SOM estimated10%
TractionEarly signals (waitlist, LOIs)15%
AskClear use of funds10%
MaterialsDeck + one-pager ready10%

Seed Readiness

CategoryRequirementWeight
ProductMVP in market15%
Traction100+ users or $10K MRR25%
MetricsCAC, LTV, retention tracked15%
Team2+ founders, key hires identified15%
MarketCompetitive analysis complete10%
Financial18-month projection10%
MaterialsDeck, data room, model ready10%

Series A Readiness

CategoryRequirementWeight
ARR$1M+ ARR25%
Growth10%+ MoM growth20%
Unit EconomicsLTV:CAC 3:1+, payback <12mo20%
TeamFull founding team, key hires10%
MarketClear path to $100M+10%
RetentionNRR 100%+10%
MaterialsComplete data room5%

Investor Matching

typescript
interface InvestorMatch {
  investor_id: string;
  name: string;
  firm: string;
  fit_score: number;  // 0-100
  factors: {
    stage_match: boolean;
    industry_match: boolean;
    check_size_match: boolean;
    geography_match: boolean;
    recent_activity: boolean;
    portfolio_synergy: boolean;
  };
  personalization: {
    recent_investments: string[];
    shared_connections: string[];
    relevant_tweets: string[];
    thesis_alignment: string;
  };
}

function scoreInvestorFit(startup: Startup, investor: Investor): number {
  let score = 0;
  if (investor.stages.includes(startup.stage)) score += 25;
  if (investor.industries.includes(startup.industry)) score += 25;
  if (investor.check_size >= startup.raise_amount * 0.1) score += 20;
  if (investor.geography === startup.geography) score += 10;
  if (investor.last_investment_days < 90) score += 10;
  if (hasPortfolioSynergy(startup, investor)) score += 10;
  return score;
}

Pitch Deck Structure

SlideContentTime
1Cover + One-liner30s
2Problem1m
3Solution1m
4Market1m
5Product/Demo2m
6Business Model1m
7Traction1m
8Competition1m
9Team1m
10Financial Plan1m
11Ask + Use of Funds30s
12Appendix-

Data Room Structure

code
DATA ROOM/
├── 01-company/
│   ├── pitch_deck.pdf
│   ├── executive_summary.pdf
│   └── company_overview.pdf
├── 02-financial/
│   ├── financial_model.xlsx
│   ├── historical_financials.pdf
│   └── cap_table.pdf
├── 03-legal/
│   ├── incorporation_docs.pdf
│   ├── ip_assignments.pdf
│   └── material_contracts.pdf
├── 04-product/
│   ├── product_roadmap.pdf
│   ├── technical_architecture.pdf
│   └── demo_video.mp4
├── 05-team/
│   ├── founder_bios.pdf
│   ├── org_chart.pdf
│   └── key_hires_plan.pdf
└── 06-traction/
    ├── metrics_dashboard.pdf
    ├── customer_testimonials.pdf
    └── case_studies.pdf

Term Sheet Analysis

typescript
interface TermSheet {
  valuation: {
    pre_money: number;
    post_money: number;
    dilution: number;
  };
  investment: {
    amount: number;
    security_type: 'SAFE' | 'Convertible' | 'Priced';
    lead_investor: string;
  };
  governance: {
    board_seats: { founders: number; investors: number; independent: number };
    protective_provisions: string[];
    drag_along: boolean;
  };
  economics: {
    liquidation_preference: string; // "1x non-participating"
    anti_dilution: string; // "broad-based weighted average"
    participation: boolean;
  };
}

function analyzeTermSheet(terms: TermSheet): TermSheetAnalysis {
  return {
    valuation_fair: assessValuation(terms.valuation),
    governance_balanced: assessGovernance(terms.governance),
    economics_standard: assessEconomics(terms.economics),
    red_flags: identifyRedFlags(terms),
    negotiation_points: suggestNegotiations(terms)
  };
}

Edge Function: fundraising-agent

typescript
// Actions
- 'assess_readiness': Check fundraising readiness by stage
- 'match_investors': Find and score investor matches
- 'generate_deck': Create industry-specific pitch deck
- 'setup_dataroom': Generate data room structure
- 'analyze_terms': Review term sheet for red flags
- 'personalize_outreach': Create personalized investor emails

AI Model Selection

TaskModel
Readiness assessmentgemini-3-flash-preview
Investor matchinggemini-3-pro-preview
Deck generationclaude-sonnet-4-5-20250929
Term sheet analysisclaude-sonnet-4-5-20250929
Outreach personalizationgemini-3-pro-preview

References

  • PRD Section 11: Fundraising System
  • Strategy Section 9: Investor Relations
  • /startup-system/guides/06-funding.md