fundraise-pipeline-tracker

Fundraise Pipeline Tracker

This skill assembles a structured investor pipeline from pasted meeting notes and round context for founders raising without a CRM. From raw investor notes, it generates a tiered pipeline (Tier 1/2/3), per-investor detail (status, next step, why us, feedback), and a prioritised Needs Action list separating "overdue next steps" from "gone silent."

Input:

• Pasted investor notes (free-form meeting notes, email summaries, bullet lists)
• Optional: round context (stage, target raise, timeline)

Output:

• Markdown document: Pipeline Table → Per-Investor Detail → Needs Action list

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Language Detection

Detect the user's language from their message:

• If Russian (or contains Cyrillic): respond in Russian
• If English (or other Latin-script language): respond in English
• If ambiguous: respond in the language of the trigger phrase used

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Instructions

Step 1: Validate Input

1. Check if the user has provided investor notes (any non-empty text describing investors).

   • If input is empty or whitespace only: stop and respond with the bilingual prompt:

     "Вставь заметки по инвесторам (имя, фирма, статус, что обсуждали). / Paste your investor notes (name, firm, status, what was discussed)."

   • If the input looks like a pitch deck, financial model, or investor update email rather than tracking notes: redirect (see Negative Cases).

2. Extract optional round context if provided: stage (pre-seed / seed / Series A / other), target raise amount, timeline, lead status.

Step 2: Parse Investor Entries

1. Identify each distinct investor mentioned in the notes.

   • Extract per investor: name, firm, investor type (VC / angel / strategic / family office / unknown).
   • Note the date of last contact if explicitly mentioned or inferable (e.g., "met last Monday", "Jun 12 call").
   • If no dates are present anywhere: flag this for Step 4.

2. Extract engagement signals for each investor:

   • Positive: term sheet, due diligence request, second meeting, "very interested", lead intent.
   • Neutral: first meeting done, intro made, pending follow-up.
   • Negative: passed, no response noted, "not the right time."
   • Silent: note says no reply, user says they haven't heard back.