pipeline-tracker

pipeline-tracker is a skill for Claude Code from oncesylvia/fundraising-skills. It costs 93 tokens per session (972 once invoked), scanned A, original, MIT.

A file-based customer-relationship tracker for fundraising, where a pipeline is the ordered set of investor conversations and next steps. It records each investor, conversation stage, contact date, and follow-up.

In plain words
What is it for?
It is for creating and maintaining a CSV or Markdown fundraising tracker, including investor stages, introductions, dates, next actions, interest, and notes.
Why use it?
It helps prevent investor follow-ups from being forgotten and keeps the next action visible for every conversation.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the fundraising-skills plugin — 10 skills shipped together

Good fit It is for creating and maintaining a CSV or Markdown fundraising tracker, including investor stages, introductions, dates, next actions, interest, and notes.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/oncesylvia/fundraising-skills/pipeline-tracker
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 oncesylvia/fundraising-skills --skill pipeline-tracker
Clone the repo
git clone --depth 1 https://github.com/oncesylvia/fundraising-skills

Made for: Claude Code.

Or install fundraising-skills, the plugin that ships this one along with the rest of its 10 skills.

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 pipeline-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/oncesylvia/fundraising-skills/pipeline-tracker/github.svg)](https://agentmods.dev/skills/oncesylvia/fundraising-skills/pipeline-tracker)
Your own site
<a href="https://agentmods.dev/skills/oncesylvia/fundraising-skills/pipeline-tracker"><img src="https://agentmods.dev/badge/skills/oncesylvia/fundraising-skills/pipeline-tracker/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 pipeline-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/oncesylvia/fundraising-skills/pipeline-tracker"><img src="https://agentmods.dev/badge/skills/oncesylvia/fundraising-skills/pipeline-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 93 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 972 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. 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 $0.00093 $0.00972
Opus 5 $0.00046 $0.00486
Sonnet 5 $0.00019 $0.00194
Haiku 4.5 $0.00009 $0.00097

Measured 12d ago against content hash 90088b394b54, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

pipeline-tracker scanned grade A with 0 findings 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.

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.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/pipeline-tracker/SKILL.md · 84 lines

How it starts

The opening of the file, as written. The whole thing — 84 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Fundraising pipeline tracker

A raise is a sales process, and the founder is running it against time. Momentum is everything: a tight, parallel process creates urgency; a slow, serial one leaks energy and signals weakness. This skill sets up and maintains a simple file-based CRM so nothing falls through and the founder always knows the next action.

Read shared/references/outreach-ethics.md — follow-up discipline here must stay on the right side of persistent-vs-pestering.

Set it up (first run)

Create a tracker file in the user's project (default: fundraising-pipeline.csv, or Markdown table if they prefer). Use the template in references/pipeline-template.md. Columns:

Field What it holds
Investor Firm or angel name
Partner The specific person you're working
Tier A / B / C (from investor-targeting)
Stage Pipeline stage (see below)
Source How you got in (warm intro via X / cold / inbound)
Last contact Date of last touch
Next action The single next thing you owe
Next action date When to do it
Check / interest Indicated check size or interest level
Notes Anything said — objections, who they cc'd, asks

Pipeline stages

Keep it simple and linear; every investor sits in exactly one:

  1. Researched — qualified as a fit, not yet contacted.
  2. Contacted — first outreach sent (cold or intro requested).
  3. Engaged — they replied / a call is booked.
  4. Met — first meeting done.
  5. Diligence — follow-up meetings, data room, partner meeting.
  6. Term sheet / Committed — verbal or written commitment.
  7. Passed — they said no (record why — it's signal).
  8. Dormant — no response after the follow-up sequence ended.

Running it (ongoing)

When the founder gives an update ("had a call with X", "Y passed", "Z asked for the deck"), you:

  1. Update the row — move the stage, set Last contact, write the Notes.
  2. Set the next action + date — every active investor must have a next action owned by the founder. No row in stages 2–6 should have an empty next action.
  3. Surface what's due — list who needs a follow-up today/this week, and draft it via the cold-email or warm-intro skill if asked.
  4. Watch the funnel — report simple counts (e.g., 24 researched, 11 contacted, 4 met, 1 in diligence) so the founder sees conversion and knows whether to add more top-of-funnel.

Read the full file on GitHub · 84 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 · 84 lines · 93 tokens per session scan A 90088b394b54

Subscribe to this mod's changes

pipeline-tracker is a skill published in the GitHub repository oncesylvia/fundraising-skills (4 stars, last pushed 2mo ago), licensed MIT. It adds 93 tokens to every session and 972 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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