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Raising money is a means to an end, not the end itself. Great companies can be built with or without venture capital. But if you're raising, you need to understand the game: when to raise, how...
Help founders raise capital and build investor relationships. Use when someone is preparing a pitch deck, deciding whether to raise venture capital, meeting with investors, or asking about...
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,...
Analyze venture financing terms with waterfall modeling: economics, control, multi-investor stacks, and 'gotchas' with clear implications. Handles complex cap tables, participating preferred, and...
Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a competitive advantage. Provides financial frameworks for cash management,...
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.
Use this skill when users manage multiple businesses, need help prioritizing across ventures, want a business health check, or ask "which business should I focus on." Activates for multi-business...
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.
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.
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.
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,...
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.
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...
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.
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...
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...
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.
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....
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...