Run portfolio support like an on-call ops function with measurable outcomes: intake requests, ship intros, recruiting help, board prep, and close-the-loop tracking. Every request gets a resolution...

Operate Salesforce as the VC associate CRM: authenticate via OAuth, query with SOQL, upsert Leads/Accounts, create Opportunities, and log Activities/Tasks for dealflow and portfolio support....

Run a time-boxed portfolio support sprint with triage, SLAs, and outcome tracking. Use when multiple requests come in and you need repeatable execution with gates.

Win competitive rounds: run a clean process, deliver value previews before asking, coordinate partners, and manage timelines. Use when you're trying to close a 'must win' deal against other funds.

Analyze financial data, build models, evaluate investments, and provide data-driven financial recommendations

Manage technical debt by producing a Tech Debt Management Pack (debt register, scoring/prioritization, refactor vs rewrite decision memo, incremental paydown plan, migration/rollback plan,...

Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline + tracker,...

Property analysis, investment evaluation, and market research for real estate professionals and investors

View SoFi accounts, check high-yield savings, monitor loans, and track investment portfolio

View net worth, track investments, analyze spending, and monitor retirement progress on Empower Personal Capital

Calculate ROI for marketing campaigns, investments, and business decisions. Includes break-even analysis, payback period, and comparative ROI.

Manage Apple Notes via the `memo` CLI on macOS (create, view, edit, delete, search, move, and export notes). Use when a user asks Moltbot to add a note, list notes, search notes, or manage note folders.

Manage Apple Notes via the `memo` CLI on macOS (create, view, edit, delete, search, move, and export notes). Use when a user asks Moltbot to add a note, list notes, search notes, or manage note folders.

View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity

Financial calculations: loans, investments, NPV/IRR, retirement planning, Monte Carlo simulations. Generates tables, charts, and exportable reports.

Build compelling business cases to justify investments and secure funding. Quantify benefits, assess costs, manage risks, and present compelling ROI arguments to leadership.

View portfolio, check stock prices, research investments, and monitor positions on Robinhood

Identify differences between current state and desired future state. Analyze gaps in capabilities, processes, skills, and technology to plan improvements and investments.

View investment accounts, check thinkorswim data, and access TD Ameritrade research (now Schwab)

View investment accounts, check portfolio performance, monitor retirement funds, and research Vanguard funds