Investor CRM Manager Skill Skill

Investor CRM Manager Skill

Overview

The Investor CRM Manager skill provides comprehensive investor pipeline and fundraising process management capabilities. It enables startups to systematically build target investor lists, track pipeline stages, manage warm introductions, and maintain effective investor communications throughout the fundraising process.

Capabilities

Core Functions

Investor List Building: Build and maintain target investor lists with relevant criteria
Pipeline Stage Tracking: Track investors through fundraising pipeline stages
Warm Introduction Mapping: Map and prioritize warm introduction paths
Outreach Template Generation: Generate personalized outreach templates
Meeting Outcome Tracking: Track meeting outcomes and follow-up items
Fundraise Progress Calculation: Calculate and visualize fundraise progress metrics
Investor Report Generation: Generate investor activity and pipeline reports
Follow-up Cadence Management: Manage and automate follow-up communication cadence

Advanced Features

Investor fit scoring based on thesis and stage
Introduction request drafting
Meeting preparation briefs
Term sheet comparison tracking
Investor sentiment analysis
Time-to-close predictions
Network relationship mapping
Post-raise relationship management

Usage

Input Requirements

Company stage and sector
Fundraising target amount
Geographic preferences
Existing investor network
Warm connection inventory
Fundraising timeline

Output Deliverables

Prioritized investor target list
Pipeline status dashboard
Introduction path recommendations
Personalized outreach templates
Meeting preparation materials
Progress reports and metrics
Follow-up task queues

Process Integration

This skill integrates with the following processes:

pre-seed-fundraising.js - Angel and seed investor pipeline
series-a-fundraising.js - Institutional investor pipeline
investor-update-communication.js - Ongoing investor relations
demo-day-presentation.js - Demo day investor tracking

Example Invocation

Skill: investor-crm
Context: Series Seed fundraising for fintech startup
Input:
  - Stage: Pre-seed/Seed
  - Sector: Fintech, B2B payments
  - Target: $2M
  - Geography: US, preferably SF/NYC
  - Existing Connections: [List of LinkedIn connections]
Output:
  - Target list: 50 investors ranked by fit
  - Warm intro paths for top 20
  - Outreach templates (cold, warm, follow-up)
  - Pipeline tracker template
  - Weekly progress report format

Dependencies

Investor database access (Crunchbase, PitchBook)
CRM templates and tracking systems
Email template libraries
Network mapping capabilities
Calendar integration

Best Practices

Prioritize warm introductions over cold outreach (3x+ higher conversion)
Research each investor's thesis and recent investments before outreach
Track all interactions with timestamps and notes
Maintain consistent follow-up cadence (weekly during active raise)
Update pipeline status in real-time after each interaction
Segment investors by tier (A/B/C) based on fit and interest
Prepare investor-specific materials for each meeting
Track common objections and prepare responses
Keep detailed notes for future rounds
Maintain relationships even after receiving "no" responses

Agent Skills: Investor CRM Manager Skill

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