1️⃣

► Company Context & Fundraising Stage

💡 Pro Tip: The skill auto-discovers context from your files, but providing clear baseline info accelerates the process. Be as specific as possible about your current stage and what you're building.
Legal entity or brand name
The skill will analyze your site for positioning & messaging
How you introduce your company in one sentence (used in cold emails)
This determines investor targeting and pitch framing
Range is fine (e.g., "$3M - $4M")
When do you need capital in the bank? This affects outreach urgency
Quantitative proof points that make investors lean in. Be specific with numbers.
2️⃣

► Existing Materials & Assets

📌 Context Discovery: Upload or link to existing materials. The skill will extract your positioning, metrics, and messaging to maintain consistency across all outputs.
The skill will analyze your deck structure and key slides
Will be used as reference for creating improved versions

Click to upload or drag and drop

Financial models, product demos, case studies, market research

The skill will extract relevant data automatically
Optional: Used for warm intros and follow-ups
3️⃣

► Target Investor Profile

🎯 Smart Targeting: Define your ideal investor. The skill will prioritize outreach based on this profile and help you avoid mismatches.
Select all that apply to your target list
Where do you want investors to be based?
What should investors focus on? Used for relevance matching
Helps filter out misaligned firms
What makes an investor the right fit beyond capital?
4️⃣

► Outreach Strategy & CRM Setup

🔒 Autonomous Pipeline: The skill can manage your fundraising CRM, track conversations, and suggest next actions. Define your preferred approach here.
Skill will generate appropriate templates for each channel
How should outreach messages sound?
The skill prioritizes these for intro scripts and follow-ups
If you use one, the skill can generate CRM-ready formats
How persistent should follow-ups be?
5️⃣

► What Do You Need Right Now?

🚀 Task Selection: Tell the skill exactly what you need. It can handle multiple deliverables in one session.
Select all you need - the skill handles them in sequence
What's the #1 thing you need to walk away with?
Open field for anything else the skill should know
6️⃣

► Founder Background (Optional)

👤 Personal Context: Optional but powerful. Your background can be a huge advantage in pitches - the skill will weave it into narratives if you share it.
What makes you uniquely qualified to build this?
Who else is on the founding team?
Social proof matters - who's already betting on you?

Auto-Discovery Active The skill will scan your provided materials and discover additional context