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investor-shortlist

investor-shortlist is a skill for Claude Code, Codex from Hectelion-SA/claude-investor-shortlist. It costs 100 tokens per session (4,083 once invoked), scanned A, original, MIT.

A process for building a structured Excel list of investors for a company sale, acquisition, or fundraising effort. It combines investor records with contacts, web research, and email information, then produces a branded workbook.

In plain words
What is it for?
It is for preparing M&A or fundraising investor shortlists, enriching investor and contact details, and creating a two-tab Excel file with a cover page and transaction pipeline table.
Why use it?
It gathers scattered investor information into one consistent table and adds details needed for transaction outreach. This reduces manual copying and makes the shortlist easier to review and manage.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: names the AskUserQuestion tool.

not rated 2repo 3mo ago A scan 100 tokens original MIT

Good fit It is for preparing M&A or fundraising investor shortlists, enriching investor and contact details, and creating a two-tab Excel file with a cover page and transaction pipeline table.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hectelion-sa/claude-investor-shortlist/skill
View source ↗ Hectelion-SA/claude-investor-shortlist hectelion.com
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Hectelion-SA/claude-investor-shortlist --skill skill
Clone the repo
git clone --depth 1 https://github.com/Hectelion-SA/claude-investor-shortlist

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for investor-shortlist

README.md
[![agentmods](https://agentmods.dev/badge/skills/hectelion-sa/claude-investor-shortlist/skill/github.svg)](https://agentmods.dev/skills/hectelion-sa/claude-investor-shortlist/skill)
Your own site
<a href="https://agentmods.dev/skills/hectelion-sa/claude-investor-shortlist/skill"><img src="https://agentmods.dev/badge/skills/hectelion-sa/claude-investor-shortlist/skill/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for investor-shortlist

Your own site · 80×15
<a href="https://agentmods.dev/skills/hectelion-sa/claude-investor-shortlist/skill"><img src="https://agentmods.dev/badge/skills/hectelion-sa/claude-investor-shortlist/skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 100 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,083 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00100 $0.04083
Opus 5 $0.00050 $0.02041
Sonnet 5 $0.00020 $0.00817
Haiku 4.5 $0.00010 $0.00408

Measured 12d ago against content hash cbce1a51a105, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

investor-shortlist scanned grade A with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (build_shortlist.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

`https://www.linkedin.com/search/results/people/?keywords={urllib.parse.quote(f"{first} {last} {company}")}`
skill/SKILL.md · 364 lines

How it starts

The opening of the file, as written. The whole thing — 364 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Skill: /investor-shortlist — Investor Shortlist Builder

Objective

Full pipeline questionnaire → multi-source research → Dropcontact + Outlook + Firecrawl enrichment → branded Excel output with transaction pipeline columns.

The output file matches a standardized M&A advisory format used for sell-side, buy-side and fundraising mandates.

Configuration is read from config.yaml in the same folder as this skill. See config.example.yaml for the schema. Important keys:

  • dropcontact.api_key (or env DROPCONTACT_API_KEY)
  • local_databases — list of Excel files to scan
  • output.default_folder — suggested save path
  • brand.* — firm name, colors, font for the cover page + table

Step 1 — Structured questionnaire (MANDATORY before any action)

Ask ALL questions below, grouped in 2-3 AskUserQuestion calls, never as bullet plain-text. If the user skips a question, re-ask with an explicit default value.

Block A — Target company & mandate

  1. Client company name (e.g. "Acme SA") + website (e.g. "acme.com")
  2. Company country: 🇨🇭 Switzerland / 🇫🇷 France / 🇲🇨 Monaco / 🇱🇺 Luxembourg / Other
  3. Mandate type:
    • Fundraise (capital growth, product development, geographic expansion)
    • M&A sell-side (full or partial sale)
    • M&A buy-side (external growth — target search)
    • Refinancing / Debt (senior, mezzanine)
    • Restructuring (capital, debt)

Block B — Target profile

  1. Sector: e.g. "Real estate / Construction", "Industrial", "Tech / SaaS", "Healthcare / MedTech", "Energy", "B2B services", etc.

  2. Sub-sector (optional): e.g. "Residential development", "B2B HR SaaS"

  3. If Fundraise → Round:

    • Pre-seed (<500k)
    • Seed (500k - 2M)
    • Series A (2-10M)
    • Series B (10-30M)
    • Series C / Growth (>30M)
    • Late stage / Pre-IPO

  4. If M&A → Valuation range: e.g. "2-10M", "10-50M", "50-200M", "200M+"

Block C — Volume & typology

  1. Number of target investors in the shortlist: 15-20 / 20-30 / 30-50 / 50+
  2. Typology (multi-select):
    • Private / HNWI / Family offices
    • Financial institutional (PE funds, VC, AM, pension funds, banks)
    • Strategic / Industrial (sector players, competitors, suppliers/customers)
    • Public / Para-public (cantonal banks, sovereign funds, foundations)
  3. Investor geography: same country as target / pan-European / global

Read the full file on GitHub · 364 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 364 lines · 100 tokens per session scan A cbce1a51a105

Subscribe to this mod's changes

investor-shortlist is a skill published in the GitHub repository Hectelion-SA/claude-investor-shortlist (2 stars, last pushed 3mo ago), licensed MIT. It adds 100 tokens to every session and 4,083 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Claude CodeDocumentsFinance and fintechSpreadsheetsexcel-generationinvestmentinvestor-relationsmergers-and-acquisitionsprivate-equity
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