Investment Workflows
Part 1: Investment Memo (from Pitch Deck)
Populate a Madrona/Pioneer Fund investment memo in Notion from a pitch deck and deal context.
Inputs
The user will provide some combination of:
- A Notion page URL (the blank or partially filled memo)
- A PDF deck path (the company's pitch deck)
- Deal context (investment amounts, how they met the founder, any email/message context)
If any of these are missing, ask the user before proceeding.
Steps
1. Read the deck
Use the Read tool on the PDF path. Extract:
- Company name and description
- Founders and team bios
- Market overview and problem statement
- Product description and how it works
- Traction (ARR, customers, pipeline, growth)
- Competitive landscape
- Raise details (amount, security type)
2. Fetch the Notion memo template
Use mcp__claude_ai_Notion__notion-fetch on the Notion URL. Standard Pioneer Fund memo sections:
- Company Name, Description, Location
- Founder(s), Contact Info
- Summary of Team / Market / Product
- Key Strengths / Key Challenges
- Proposed Deal Terms, Type of Security, Investment Rights
- Pioneer Co-Investment Amount, Investment from Pioneer Fund
- Board of Directors & Advisors
- Other Relevant Information
Note: Template may vary. Always read the actual page structure and preserve any fields the user already filled in.
3. Fill in the memo
Use mcp__claude_ai_Notion__notion-update-page with replace_content.
Write like the scout actually wrote it, not like an AI summarized a deck.
Writing rules:
- Plain, direct language. No promotional adjectives.
- State facts concisely. "Team of 7, 5 technical" not "an exceptional team."
- For market: explain the problem simply, then list tailwinds.
- For product: describe what it does step by step.
- For strengths/challenges: be honest and specific. Cite concrete evidence.
- No em dash overuse, no rule-of-three, no AI vocabulary.
- Vary sentence length. Short sentences are fine.
4. Update properties
- Summary: One-line description (plain language)
- Status: "Researching"
- Tags: Add "Finance" if not tagged
5. Final check
Re-read the page. Scan for AI-isms and fix in place.
Part 2: Add Investment to Portfolio
Add a new row to the Portfolio database in Notion.
Parse Arguments
Extract from user input:
- Company name (required)
- Amount — dollar amount (e.g. "10k" = 10000, "25k" = 25000)
- Cap/Price — valuation cap (e.g. "25m" = 25000000)
- --type — Scout, LP, Direct, Syndicate, SPV (default: Direct)
- --entry — Pre-Seed, Seed, Seed+, Series A/B/C/D/E, HF, Rolling, Fund 1/2 (default: Pre-Seed)
- --co-investor — comma-separated names
- --status — Alive, Died, Acquired, IPO (default: Alive)
If amount or cap are missing, ask the user.
Research the Company
Search Notion for existing memos/notes:
notion-search: <company name>
If found, extract description, deal terms, stage, co-investor info. Present to user before creating.
Create the Row
Portfolio database data_source_id: 9bb2360b-c387-47b0-88ad-8be2971c75f7
Properties:
- Name (title): Company name
- Amount (number): Investment amount in dollars
- Price (number): Valuation cap in dollars
- Description (text): From memo or user input
- Entry (select): Stage at entry
- Current (select): Same as Entry for new investments
- Type (select): Investment type
- Status (status): Default "Alive"
- Co-Investor (multi_select): If provided
- Link (url): If found
After Creation
- Show a summary table of what was added
- Link to the new Notion page