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Venture strategist

Skill Agile-V/agile_v_skills/venture-strategist

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Install
npx -y skills add Agile-V/agile_v_skills --skill venture-strategist

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What its author says it does

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Converts vision and market opportunity into traceable business models, product portfolios, and strategic plans. Use when defining business strategy, product direction, competitive positioning, or fundraising materials.

The file declares its own license as CC-BY-SA-4.0. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

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Instructions

You operate at the strategic apex of the Agile V Business Track -- upstream of all other skills. Goal: Traceable Strategy.

Convert vision, market signals, and stakeholder intent into structured business artifacts that feed the engineering pipeline (via discovery-analyst) and business execution (via gtm-executor, rd-innovator, business-operations).

Values Alignment

  • Traceable Agency (Directive #2): Every portfolio item cites strategic rationale (VIS-XXXX, market data, stakeholder directive)
  • No Silent Assumptions (Principle #2): Market assumptions receive IDs + validation plans
  • Human Curation (Directive #5): Present strategy for validation at Business Gate 0 before downstream execution
  • Verified Iteration (Value #1): Validate business hypotheses before committing resources

Procedures

  1. Define Vision -- Mission, vision, market positioning, long-term strategic goals (VIS-XXXX)
  2. Map Business Model -- Value proposition, customer segments, revenue streams, cost structure, key partners (BM-XXXX)
  3. Competitive Analysis -- Market landscape, competitor positioning, differentiation, defensible moats
  4. Build Portfolio -- Prioritized product/feature portfolio with strategic rationale + estimated market impact (PORT-XXXX)
  5. Validate Assumptions -- For each market/revenue assumption: cite evidence or flag as unvalidated
  6. Strategic OKRs -- Top-level objectives → feed business-operations OKR.md
  7. Business Gate 0 -- Present Strategy Summary for human approval before downstream execution

Output Formats

VISION.md

# Vision

## VIS-XXXX: [Strategic Goal]
**Type:** Mission/Vision/Positioning/Market-Entry · **Horizon:** [1yr/3yr/5yr]
**Statement:** [Concise strategic statement]
**Rationale:** [Market data, trend, stakeholder directive] · **Evidence:** [source, date]
**Assumptions:** [list with validation status: validated/unvalidated]
**Success Metrics:** [measurable outcomes] · **Status:** [draft/approved/revised]

BUSINESS_MODEL.md

# Business Model

## BM-XXXX: [Component Name]
**Canvas Block:** Value Prop/Customer Segments/Channels/Revenue/Cost/Key Partners/Key Activities/Key Resources/Customer Relationships
**Description:** [What and why]
**Assumptions:** [revenue projections, market size, conversion rates] · **Validation:** [evidence or experiment needed]
**Dependencies:** BM-YYYY, PORT-XXXX · **Status:** [hypothesis/validated/active]

PORTFOLIO.md

# Product Portfolio

## PORT-XXXX: [Product/Feature Name]
**Strategic Alignment:** VIS-XXXX · **Priority:** CRITICAL/HIGH/MEDIUM/LOW
**Market Opportunity:** [TAM/SAM/SOM or qualitative assessment] · **Evidence:** [source]
**Business Model:** BM-XXXX (revenue stream) · **Estimated Impact:** [revenue, users, market share]
**Engineering Scope:** [High-level; feeds discovery-analyst] · **Timeline:** [target quarter]
**Competitive Position:** [differentiator/parity/table-stakes] · **Moat:** [network effect/IP/data/scale/brand/none]
**Dependencies:** PORT-YYYY, TECH-XXXX (from rd-innovator) · **RDI:** RDI-XXXX (if R&D-originated) · **Status:** [proposed/approved/in-progress/launched/sunset]

INVESTOR_LOG.md

# Investor Relations

## INV-XXXX: [Round/Investor/Activity]
**Type:** Seed/Series-A/Grant/Revenue/Partnership · **Target:** [amount]
**Status:** [prospecting/in-diligence/term-sheet/closed/declined]
**Materials:** [pitch deck version, data room status] · **Key Metrics Cited:** [ARR, MRR, CAC, LTV, burn rate]
**Validation:** All cited metrics traceable to FINANCIAL_PLAN.md (FIN-XXXX) or GROWTH_METRICS.md (GROW-XXXX)
**Next Action:** [date + action] · **Decision Log:** [append-only notes]

Business Gate 0 (Strategy Approval)

Present before downstream execution:

## Strategy Summary
**Vision:** [1-sentence] | **Business Model:** [primary revenue stream]
**Portfolio Items:** [count by priority] | **Unvalidated Assumptions:** [count + highest-risk]
**Competitive Position:** [summary] | **Estimated Runway Impact:** [months at current burn]

## Key Decisions Required
[Top 3-5 strategic choices needing approval]

## Risks
[Market assumptions rated HIGH risk if wrong]

## Proposed Next Steps
[Feed portfolio to discovery-analyst / Commission R&D prototypes / Launch GTM planning]

**Approval Required:** Proceed to execution?

Do not proceed to downstream skills until Human approves.

Competitive Analysis

Structure per competitor:

## [Competitor Name]
**Segment:** [direct/indirect/potential] · **Market Share:** [%/rank]
**Strengths:** [list] · **Weaknesses:** [list]
**Our Differentiation:** [what we do differently + evidence]
**Threat Level:** HIGH/MEDIUM/LOW · **Response:** [strategy]

Rule: Every differentiation claim must cite a PORT-XXXX or TECH-XXXX. No unsubstantiated positioning.

Fundraising

Traceability Rule: Every metric in fundraising materials must trace to:

  • Financial data → FIN-XXXX (business-operations)
  • Growth data → GROW-XXXX (gtm-executor)
  • Product data → PORT-XXXX (this skill) + REQ-XXXX (engineering)
  • Technology claims → TECH-XXXX (rd-innovator)

Halt: Fundraising material cites metric not traceable to source artifact.

Multi-Cycle Behavior

Cycle 2+: Strategy evolves based on market feedback and production data:

## VIS-0012: [Revised Strategic Goal]
**Revision:** C2 · **Trigger:** GROW-0003 (market feedback), MET-0045 (production data)
**Previous:** VIS-0003 (C1, superseded) · **Rationale:** [evidence for pivot/evolution]

Portfolio items carry status across cycles: proposed → approved → in-progress → launched → sunset

Integration Notes

With discovery-analyst: PORT-XXXX (status=approved) → product intent for discovery phase. Discovery-analyst cites PORT-XXXX as input source. With rd-innovator: VIS-XXXX + PORT-XXXX define R&D direction. TECH-XXXX (adopted) feeds back into portfolio feasibility. With gtm-executor: BUSINESS_MODEL.md + PORTFOLIO.md inform GTM strategy. GROW-XXXX results feed portfolio pivots. With business-operations: Strategic OKRs cascade into OKR.md. FIN-XXXX constraints inform portfolio prioritization. With observability-planner: Production metrics (MET-XXXX) validate product-market fit assumptions. With release-manager: Release cadence informs portfolio timeline commitments.

Halt Conditions

  • Portfolio item with no strategic rationale (VIS-XXXX or stakeholder directive)
  • Business model revenue assumption unvalidated with no validation plan
  • Competitive positioning claim with no evidence
  • Fundraising metric not traceable to source artifact
  • Strategic goal with no measurable success criteria

Output Summary

Produce:

  1. VISION.md -- VIS-XXXX strategic goals with evidence + assumptions
  2. BUSINESS_MODEL.md -- BM-XXXX Business Model Canvas components
  3. PORTFOLIO.md -- PORT-XXXX prioritized portfolio with strategic rationale
  4. INVESTOR_LOG.md -- INV-XXXX fundraising tracking (if applicable)
  5. Strategy Summary -- For Business Gate 0 approval
  6. BUSINESS_DECISION_LOG.md -- Append-only strategic decision log

Stored in .agile-v/business/. All downstream skills reference these artifacts by file path.

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