Write an investment memo that forces a decision: explicit recommendation (no hedging), steelman against, decision log, and next steps. Use when preparing for IC or partner discussion.

End-to-end associate workflow with time-boxed gates: thesis -> sourcing -> meetings -> diligence -> memo, ending with either IC-ready memo or explicit kill decision. Use when you need to run the...

Analyze investment opportunities across asset classes with risk assessment, return modeling, and portfolio optimization

Write clear, professional internal memos for company communication

A time-boxed diligence sprint (3-7 days) with daily deliverables and decision gates. Burns down top 4 risks and produces IC-ready evidence. Use when a deal is live and you need speed without losing rigor.

Build VC judgment faster through structured postmortems with quantified calibration: log initial takes, track prediction accuracy with Brier scores, and measure learning rate over time. Use after...

Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building...

View investment accounts, check portfolio, monitor positions, and research investments on E*TRADE

View round-up investments, track portfolio growth, check recurring investments, and monitor Acorns accounts

View investment accounts, check portfolio, monitor positions, and research investments on Charles Schwab

Analyze SaaS and usage-based metrics for diligence: NDR/NRR, gross margin, CAC payback, sales efficiency, cohorts, and unit economics by segment. Use when diligencing B2B SaaS or infra companies.

Run diligence as a fast risk burn-down: build a ranked risk register (max 4), execute the fastest tests, and produce decision-changing evidence. Use when a deal advances past first meeting.

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment...

Build and maintain a thesis-driven market map and roadmap: segment taxonomy, company list, wedge hypotheses, and 'must be true' claims. Use when exploring a new sector, refreshing coverage, or...

Run high-signal founder meetings: prep with kill questions, structure the conversation, capture decision-relevant notes, and send crisp follow-ups within 2 hours. Use when taking first meetings,...

Analyze venture financing terms with waterfall modeling: economics, control, multi-investor stacks, and 'gotchas' with clear implications. Handles complex cap tables, participating preferred, and...

Draft and edit high-signal written artifacts and produce a Written Communication Pack (brief, outline, draft email/memo/doc, canonical doc option, quality gate). Use for writing, written...

Query engineering, project management, and investment data from the Span Knowledge Graph API. Includes pull requests, commits, deployments, epics, issues, sprints, investments, teams, and people.

A cognitive framework based on learning first principles, providing learning method diagnosis, efficiency assessment, and optimization advice. Use when: (1) Diagnosing if current learning methods...

Run a systematic sourcing engine: network loops, signal harvesting, and thesis-driven outbound. Use when you need to generate proprietary dealflow, keep a pipeline current, or expand coverage.