AgentSkillsCN

investor-management

管理投资人名单与股权结构记录：标注投资阶段、跟进节点、联系人信息。适用于追踪潜在客户、安排会议日程、拟定条款清单，或在股权结构背景下进行有效管理。

SKILL.md
--- frontmatter
name: investor-management
description: Manage investor list and cap table notes: stage, follow-ups, contact tracking. Use when tracking prospects, meetings, term sheets, or cap table context.

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

  • •CRM: Contacts, stage, last touch, notes.
  • •cap table / spreadsheet: Ownership, round, terms.

If no tools connected, output a template (CSV or table) and suggest connecting CRM or spreadsheet for ongoing tracking.

Using This Skill

When managing investor list: (1) Parse segment (e.g. "all", "Series A prospects", "follow-up this week"). (2) Pull from CRM and/or cap table/spreadsheet per REFERENCE.md. (3) Output list or summary with stage and next action. (4) If no data, output template and next steps.