Results for “invest”

Crafts concise, specific investor emails—outreach, warm intros, follow-ups, updates, and closing notes—with a clear single ask and strong proof points.

Discovers VC, accelerator, angel, and CVC investors via web search, evaluates thesis fit across four dimensions, and maps approach pathways for outreach.

Identifies, qualifies, and tiers investors for a funding round based on stage, sector, geography, check size, and portfolio fit, delivering a prioritized target list.

Builds systematic factor-based investment strategies following AQR Capital Management's methodology, covering factor construction, portfolio optimization, and risk management.

Collect, parse, and correlate system, application, and security logs to reconstruct events and establish timelines during forensic investigations.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Assembles board or investor deck structures from product, growth, finance, and execution updates for leadership presentations.

Access Pilt fundraising data including investor matches, campaign stats, outreach events, and deck analysis.

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.

Organize tickers into named investment themes with AI-generated summaries and news keyword monitoring.

Prepares, audits, and organizes fundraising materials for investor due diligence, generating a readiness checklist and folder structure.

Investigate bugs, features, or system behavior without making changes, gathering context and asking questions until the user approves a specific change.

Structured frameworks and daily practice routines for fundraising, including pitch preparation, term sheet evaluation, and investor relations.

Provides 14 standard operating procedures for executive tasks such as accelerator applications, board updates, and investor communications.

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

Generates investor outreach emails and monthly updates with templates for warm intros, cold outreach, follow-ups, and a Day 5/10/21 cadence.

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

Populate an investment-banking pitch template from source data — situation, market, valuation, buyer landscape, and process recommendation — to win or advise on a mandate.

Researches VC funds and partners, providing thesis matching, portfolio analysis, and approach strategy for outreach.

This skill should be used when the user asks to "create an index", "build a basket of top assets", "buy a weighted basket", "make a portfolio of assets", "equal-weight basket", "rebalance my portfolio", "track the top N tokens", or wants an automated, weighted multi-asset basket that buys in one pass and rebalances on a cadence. Builds the basket spec, delegates each buy and rebalance swap to the swap-integration Trading API flow, and records target weights in state.

Conducts market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries.

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

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

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.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

Manage investment portfolios with live P&L tracking via AIsa API. Create, add, update, remove positions, rename, and show portfolio summary with real-time profit/loss. Use when the user wants to track investments, manage a portfolio, check P&L, or add/remove holdings.

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

Deposit, withdraw, and transfer ETH or USDC privately on Base using Veil Cash's ZK privacy pools, with key management and Bankr integration for signing.