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.
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-research/SKILL.md -a claude-code --skill investor-researchInstallation paths:
.claude/skills/investor-research/> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../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.