# Strategy Growth Investor

> Góc nhìn nhà đầu tư về chiến lược tăng trưởng PikaRobot: return expectations, growth thesis. TRIGGERS: "investor growth view", "return expectations", "growth thesis investor", "exit timeline investor". NOT FOR: CEO strategy (→_CEO/), operational execution (→04/).

- Skill: `majiayu000/strategy-growth-investor` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add majiayu000/strategy-growth-investor`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/strategy-growth-investor/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/strategy-growth-investor

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# 08 STRATEGY GROWTH — Góc Nhìn Nhà Đầu Tư

## Overview
Góc nhìn nhà đầu tư cho 08 STRATEGY GROWTH trong dự án PikaRobot.

## Core Principles (Investor Lens)
1. **Risk-First Thinking** — Identify và quantify risks trước khi nhìn upside
2. **Portfolio Perspective** — Đánh giá PikaRobot như 1 bet trong portfolio
3. **Information Asymmetry** — Luôn giả định founder biết nhiều hơn, dig deeper
4. **Margin of Safety** — Valuation phải có buffer cho sai sót

## Best Practices

| Practice | Why | How | Anti-pattern |
|----------|-----|-----|-------------|
| Due Diligence Checklist | Systematic evaluation giảm bias | Follow checklist trong references/knowledge-base/ | Cherry-pick data points confirm bias |
| Reference Check | Validate founder claims | 5+ back-channel references, không chỉ provided refs | Chỉ nói chuyện với references founder đưa |
| Financial Model Review | Verify assumptions hợp lý | Check unit economics, growth assumptions, burn | Tin financial projections mà không stress test |

## Decision Framework
```
Investor Scoring Card (1-10 mỗi tiêu chí):
  Market (TAM, timing, tailwinds):  ___/10
  Team (capability, coachability):   ___/10
  Product (PMF signals, moat):       ___/10
  Financials (unit economics):       ___/10
  Deal Terms (valuation, structure): ___/10

  Total ≥ 35: Strong Invest
  Total 25-34: Conditional (fix gaps)
  Total < 25: Pass
```

## Checklist — Trước Khi Ra Quyết Định
- [ ] Investment thesis written (1 paragraph clear)
- [ ] DD completed (market, team, product, legal, financial)
- [ ] Red flags listed và assessed
- [ ] Comparable deals researched (3+)
- [ ] Exit scenarios mapped
- [ ] Deal terms reviewed by counsel

## Common Mistakes (Investor)
- ❌ **FOMO**: Invest vì deal hot, không vì thesis
- ❌ **Anchoring**: Bám vào valuation number đầu tiên nghe được
- ❌ **Recency bias**: Over-weight recent performance
- ❌ **Founder charisma**: Bị founder charm mà skip DD
- ✅ **Counter**: Luôn write down thesis TRƯỚC khi gặp founder

## Tools & References
→ `references/knowledge-base/` — Market reports, DD frameworks
→ `references/problem-solving-use-cases/` — Past investment decisions
→ `references/draft-CKP/` — Working drafts