Results for “investor-memo”

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.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising, tailored to angels, VCs, strategic investors, or accelerators.

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.

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。

Condenses complex materials into a one-page executive decision memo with recommendation, evidence, tradeoffs, and next actions.

Write legal memoranda with analysis and conclusions. TRIGGERS - Use when user needs help with legal-memo related tasks.

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising. Use when the user wants outreach to angels, VCs, strategic investors, or accelerators and needs concise, personalized, investor-facing messaging.

Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.

Write legal memoranda with analysis and conclusions. TRIGGERS - Use when user needs help with legal-memo related tasks.

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

Build board and investor update decks with structured narratives, metrics dashboards, and C-suite perspectives for board meetings, quarterly reviews, and fundraising.

Generates a 10-slide investor pitch deck with white background, blue-purple gradient hero, traction bar chart, and ask page.

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

Draft an anonymous one-page teaser for a sell-side M&A process — enough to spark buyer interest without revealing the target's identity before an NDA is signed.

Mem0 Platform SDK for adding persistent memory to AI applications. TRIGGER when: user mentions "mem0", "MemoryClient", "memory layer", "remember user preferences", "persistent context", "personalization", or needs to add long-term memory to chatbots, agents, or AI apps. Covers Python SDK (mem0ai), TypeScript SDK (mem0ai), and framework integrations (LangChain, CrewAI, OpenAI Agents SDK, Pipecat, LlamaIndex, AutoGen, LangGraph). Also covers the open-source self-hosted Memory class. This is the DEFAULT mem0 skill for ambiguous queries. DO NOT TRIGGER when: user asks about CLI commands, terminal usage, or shell scripts (use mem0-cli), or Vercel AI SDK / @mem0/vercel-ai-provider / createMem0 (use mem0-vercel-ai-sdk).

Persistent cross-session memory management. Enables agents to remember user preferences, project conventions, and past decisions across different sessions using a structured MEMORY.md index and topic files.

AI CFO briefings from QuickBooks exports, burn/runway, scenario modeling, and build-cost estimates. Use for CFO briefing, runway analysis, or development cost estimates.

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Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

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

Mem0 Platform SDK for adding persistent memory to AI applications. TRIGGER when: user mentions "mem0", "MemoryClient", "memory layer", "remember user preferences", "persistent context", "personalization", or needs to add long-term memory to chatbots, agents, or AI apps. Covers Python SDK (mem0ai), TypeScript SDK (mem0ai), and framework integrations (LangChain, CrewAI, OpenAI Agents SDK, Pipecat, LlamaIndex, AutoGen, LangGraph). Also covers the open-source self-hosted Memory class. This is the DEFAULT mem0 skill for ambiguous queries. DO NOT TRIGGER when: user asks about CLI commands, terminal usage, or shell scripts (use mem0-cli), or Vercel AI SDK / @mem0/vercel-ai-provider / createMem0 (use mem0-vercel-ai-sdk).