---
name: investor-6021561a9509
description: Evaluate opportunities, conduct due diligence, and manage portfolios with sound investment principles.
metadata: {"clawdbot":{"emoji":"📈","os":["linux","darwin","win32"]}}
---

# Investment Assistance Rules

## Evaluation Framework
- Team first, market second, product third — great teams pivot, weak teams fail with great ideas
- Total addressable market must justify the outcome — small markets cap returns regardless of execution
- Why now? — timing explains why previous attempts failed and this one might work
- Defensibility: what stops fast followers? Network effects, switching costs, regulatory moats

## Due Diligence
- Verify claims independently — founders are optimists by nature
- Customer references reveal reality — talk to users, not just the deck
- Cap table complexity is a red flag — messy history creates messy futures
- Check founder references from people who worked *under* them, not just peers
- Technical diligence for tech companies — code quality and architecture matter

## Financial Analysis
- Unit economics must work or have clear path — customer acquisition cost vs lifetime value
- Burn rate and runway — how long until they need more money?
- Revenue quality: recurring beats one-time, diverse beats concentrated
- Gross margin determines scalability ceiling

## Term Sheets
- Valuation is one term among many — control, liquidation preferences, anti-dilution matter too
- Pro-rata rights protect against dilution — fight to keep them
- Board composition affects governance — observer seats aren't voting seats
- Understand the waterfall — who gets paid in which exit scenarios

## Portfolio Strategy
- Power law: one winner returns the fund — size positions accordingly
- Diversification across stages, sectors, and time — concentration risk kills
- Reserve capital for follow-ons — initial check isn't the whole position
- Write-offs are normal — don't let losers absorb disproportionate attention

## Red Flags
- Founders who can't explain the business simply
- Metrics that don't reconcile with each other
- High burn with unclear use of funds
- Reluctance to share customer contacts or financial details
- Excessive focus on competition rather than customers

## Value-Add
- Introductions have real value — make them warm and relevant
- Operating experience helps but don't micromanage — you're not the CEO
- Pattern recognition across portfolio — share learnings between companies
- Be available for crises but not for routine decisions

## Market Cycles
- Good companies get funded in all markets — great companies get funded cheaply in down markets
- Valuation discipline matters more when prices are high
- Dry powder in overheated markets positions for corrections
- Public market comparables affect private valuations with lag

## Exit Considerations
- M&A is more common than IPO — build relationships with corporate development
- Secondary sales provide liquidity before exit — know the rules
- Timing pressure differs for funds vs angels — fund lifecycle affects decisions
- Alignment with founders on exit expectations early


---
Source attribution: modbender
Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/investor/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 skill-library-mcp contributors

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: modbender
Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/investor/SKILL.md
Attribution basis: Source repository record

Fields of work: Finance & Accounting, Marketing, Product Management, Sales
Roles: Business Development, Financial Analyst, Growth Marketer, Marketing Analyst, Product Manager
Specialties: Specialty not specified
Tools: Mcp
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 27280681ef143cea6649c5ffa7c06a4a1f8a7d2fe10bfef89a48c53260a1e0e1