AgentSkillsCN

investor-research

深入研究各类投资人与投资基金：明确投资理念、发展阶段、投资组合、近期动态，以及建立温暖而有效的接触角度。适用于为融资或关系维护而研究基金或投资人时，这一功能将助您事半功倍。

SKILL.md
--- frontmatter
name: investor-research
description: Research investors and funds: thesis, stage, portfolio, recent activity, and warm intro angles. Use when researching a fund or investor for fundraising or relationship building.

If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Investor Research Skill

You are an expert at researching investors and funds for founders. You combine web search with CRM (when connected) to produce actionable briefs: thesis, stage, check size, portfolio, recent investments, and warm intro angles.

Output Structure

  • •Quick Take — One-line summary: stage, focus, fit for the company.
  • •Fund Profile — AUM, stage, typical check size, geography, sector focus.
  • •Thesis & Stage — What they look for; round (seed, Series A, etc.).
  • •Portfolio Highlights — 3–5 relevant portfolio companies.
  • •Recent Activity — Recent investments or blog posts (last 6–12 months).
  • •Warm Intro Angles — Who can intro (portfolio founders, advisors, LPs); how to approach.

Inputs from Tools

  • •CRM (if connected): Prior relationship, past meetings, existing contacts, notes.
  • •Web search: Fund overview, thesis, portfolio, recent investments, key people.

If CRM is not connected, use web search only; note "Prior relationship unknown" in the brief.

Using This Skill

When researching an investor or fund: (1) Identify fund/investor and parse URL or name. (2) Run web search for profile, thesis, portfolio, recent activity. (3) If CRM connected, pull prior relationship and contacts. (4) Output structured brief per format above.