fundraise-pipeline-tracker

Solid

Build a structured investor pipeline from pasted notes: Tier 1/2/3, per-investor status, next steps, follow-up priorities. Zero CRM. Bilingual EN/RU. Triggers: 'fundraise pipeline', 'track my investors', 'who should I follow up with', 'pipeline инвесторов', 'трекинг раунда', 'кому пора следить по инвесторам'.

AI & Automation 14 stars 3 forks Updated yesterday MIT

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Skill Content

# Fundraise Pipeline Tracker This skill assembles a structured investor pipeline from pasted meeting notes and round context for founders raising without a CRM. From raw investor notes, it generates a tiered pipeline (Tier 1/2/3), per-investor detail (status, next step, why us, feedback), and a prioritised Needs Action list separating "overdue next steps" from "gone silent." **Input:** - Pasted investor notes (free-form meeting notes, email summaries, bullet lists) - Optional: round context (stage, target raise, timeline) **Output:** - Markdown document: Pipeline Table → Per-Investor Detail → Needs Action list --- ## Language Detection Detect the user's language from their message: - If Russian (or contains Cyrillic): respond in Russian - If English (or other Latin-script language): respond in English - If ambiguous: respond in the language of the trigger phrase used --- ## Instructions ### Step 1: Validate Input 1. Check if the user has provided investor notes (any non-empty text describing investors). - If input is empty or whitespace only: stop and respond with the bilingual prompt: > "Вставь заметки по инвесторам (имя, фирма, статус, что обсуждали). / Paste your investor notes (name, firm, status, what was discussed)." - If the input looks like a pitch deck, financial model, or investor update email rather than tracking notes: redirect (see Negative Cases). 2. Extract optional round context if provided: stage (pre-seed / seed / Series A / other), tar...

Details

Author
KirKruglov
Repository
KirKruglov/claude-skills-kit
Created
4 months ago
Last Updated
yesterday
Language
N/A
License
MIT

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