Manage investor list and cap table notes: stage, follow-ups, contact tracking. Use when tracking prospects, meetings, term sheets, or cap table context.
View on GitHubFebruary 3, 2026
Select agents to install to:
npx add-skill https://github.com/propane-ai/kits/blob/main/plugins/Founder/skills/investor-management/SKILL.md -a claude-code --skill investor-managementInstallation paths:
.claude/skills/investor-management/> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../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.