Results for “investor”

撰写冷邮件、熟人引荐语、跟进邮件、更新邮件和投资人沟通内容，用于募资。在用户需要联系天使投资人、VC、战略投资方或加速器，且需要简洁、个性化、面向投资人的信息时使用。

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Build and maintain one coherent company story across all audiences — employees, investors, customers, candidates, and partners. Detects narrative contradictions and ensures the same truth is framed for each audience's needs.

Record buy rationale and structured sell conditions for stock positions, with automatic monitoring to detect when exit triggers fire.

Be the CEO with strategic planning, board management, investor relations, financial modeling, crisis navigation, and executive decision-making.

Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice.

Write the private-equity investment committee memo for a deal — thesis, company and market, financials and QoE, valuation and returns with base/bull/bear MOIC and IRR, value-creation plan, risks and mitigants, structure and financing, sensitivities, and a conditioned recommendation.

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

当需要在众多机会中筛选出投入产出比最高的选项，以最小化风险并最大化潜在回报时

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

VaR Unit Mismatch Fix

Monitor crypto markets, set alerts, track portfolio, DCA automation.

A股智能分析与智能选股工具。维护动态股票池(最多30支),按高科技×中小市值×好业绩原则筛选,推送买卖信号。含独立技术面择时分(-10~+10)用于判断买卖时机。A股投资、股市分析、量化选股。

CONDOR v2.0 — Multi-Asset Thesis Picker. Evaluates BTC, ETH, SOL, HYPE simultaneously and enters the strongest thesis. Conviction-scaled margin. DSL exit managed by plugin runtime via runtime.yaml.

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".

Enter explore mode - a thinking partner for exploring ideas, investigating problems, and clarifying requirements. Use when the user wants to think through something before or during a change.

Calculate TAM, SAM, and SOM with explicit assumptions, methods, and caveats for market sizing.

Estimate market size using TAM, SAM, and SOM with top-down and bottom-up approaches. Use when sizing a market opportunity, estimating addressable market, preparing for investor pitches, or evaluating market entry.

Drafts U.S. venture capital and private equity side letter agreements that supplement a primary agreement without formal amendment. Use when drafting a side letter, supplemental letter, investor side letter, MFN carve-out, or special-rights letter tied to an existing agreement.

Drafts Right of First Refusal and Co-Sale Agreements for venture-backed and closely-held companies. Establishes ROFR mechanics, tag-along/co-sale rights, transfer restrictions, and permitted transfer carve-outs aligned with NVCA standards. Use when drafting ROFR agreements, co-sale agreements, tag-along rights, share transfer restrictions, or investor protective provisions in venture capital, private equity, or startup financing transactions.

Before any cold touch on a target account, find and rank every warm way in. Inventories your team's collective network, customers, past colleagues, investors, and community overlap, scores each path, picks one connector, and writes the forwardable intro request. Built for B2B sellers, customizable to your network sources and CRM. Trigger on "warm intro path", "who can intro me", "bridge before cold", "warm path into this account", "find a referral path".