Investor ops

Investor Ops

Two sequential phases. Run Phase 1 to create the materials. Run Phase 2 to deploy them via outreach.

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Phase 1 — Investor Materials

Build investor-facing materials that are consistent, credible, and easy to defend.

When to Use

• Creating or revising a pitch deck.
• Writing an investor memo or one-pager.
• Building a financial model, milestone plan, or use-of-funds table.
• Answering accelerator or incubator application questions.
• Aligning multiple fundraising docs around one source of truth.

Golden Rule

All investor materials must agree with each other. Create or confirm a single source of truth before writing:

• traction metrics
• pricing and revenue assumptions
• raise size and instrument
• use of funds
• team bios and titles
• milestones and timelines

If conflicting numbers appear, stop and resolve them before drafting.

Core Workflow

1. Inventory the canonical facts.
2. Identify missing assumptions.
3. Choose the asset type.
4. Draft the asset with explicit logic.
5. Cross-check every number against the source of truth.

Asset Guidance

Pitch Deck — recommended flow: company + wedge → problem → solution → product/demo → market → business model → traction → team → competition/differentiation → ask → use of funds/milestones → appendix. For web-native decks, pair with frontend-slides.

One-Pager / Memo — state what the company does in one clean sentence. Show why now. Include traction and proof points early. Make the ask precise. Keep claims easy to verify.

Financial Model — include explicit assumptions, bear/base/bull cases where useful, clean layer-by-layer revenue logic, milestone-linked spending, and sensitivity analysis where the decision hinges on assumptions.

Accelerator Applications — answer the exact question asked. Prioritize traction, insight, and team advantage. Avoid puffery. Keep internal metrics consistent with the deck and model.

Red Flags to Avoid

• Unverifiable claims.
• Fuzzy market sizing without assumptions.
• Inconsistent team roles or titles.
• Revenue math that does not sum cleanly.
• Inflated certainty where assumptions are fragile.

Quality Gate

Before delivering: every number matches the current source of truth; use of funds and revenue layers sum correctly; assumptions are visible, not buried; the story is clear without hype language; the final asset is defensible in a partner meeting.

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Phase 2 — Investor Outreach

Write investor communication that is short, concrete, and easy to act on.

When to Use

• Writing a cold email to an investor.
• Drafting a warm intro request.
• Sending follow-ups after a meeting or no response.
• Writing investor updates during a process.
• Tailoring outreach based on fund thesis or partner fit.

Core Rules

1. Personalize every outbound message.
2. Keep the ask low-friction.
3. Use proof instead of adjectives.
4. Stay concise.
5. Never send copy that could go to any investor.

Voice Handling

If the user's voice matters, run brand-voice first and reuse its VOICE PROFILE. This phase keeps investor-specific structure and ask discipline — it does not recreate a parallel voice system.

Hard Bans

Delete and rewrite any of these:

• "I'd love to connect"
• "excited to share"
• Generic thesis praise without a real tie-in
• Vague founder adjectives
• Begging language
• Soft closing questions when a direct ask is clearer

Cold Email Structure

1. Subject line: short and specific.
2. Opener: why this investor specifically.
3. Pitch: what the company does, why now, and what proof matters.
4. Ask: one concrete next step.
5. Sign-off: name, role, and one credibility anchor if needed.

Personalization Sources

Reference one or more of: relevant portfolio companies; a public thesis, talk, post, or article; a mutual connection; a clear market or product fit. If context is missing, state that the draft still needs personalization.

Follow-Up Cadence

Default:

• Day 0: initial outbound.
• Day 4 or 5: short follow-up with one new data point.
• Day 10–12: final follow-up with a clean close.

Do not keep nudging after that unless the user wants a longer sequence.

Warm Intro Requests

Make life easy for the connector: explain why the intro is a fit; include a forwardable blurb; keep the forwardable blurb under 100 words.

Post-Meeting Updates

Include: the specific thing discussed; the answer or update promised; one new proof point if available; the next step.

Quality Gate

Before delivering: the message is genuinely personalized; the ask is explicit; the proof point is concrete; filler praise and softener language are gone; word count stays tight.

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Migration Notes

Deprecated skill	Replaced by	Phase
investor-materials	investor-ops	Phase 1
investor-outreach	investor-ops	Phase 2