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Snapshot Nov 10, 2026 · 12:09 UTC · version 0.3.4
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{
"description": "This skill should be used when an InvestorLists founder wants a deep dive on one investor or up to five from their shortlist: \"research <firm>\", \"prep me for my call with\", \"deep dive on\", \"what's <firm> up to\", \"who is the partner at\". Record baseline plus a live web layer, portfolio and conflict check, hooks for the first message, and a meeting prep page when a meeting is named. No outreach advice here; that is Path to Connect.\n",
"included_files": [],
"name": "il-brief",
"skill_md_contents": "---\nname: il-brief\ndescription: \"This skill should be used when an InvestorLists founder wants a deep dive on one investor or up to five from their shortlist: \\\"research <firm>\\\", \\\"prep me for my call with\\\", \\\"deep dive on\\\", \\\"what's <firm> up to\\\", \\\"who is the partner at\\\". Record baseline plus a live web layer, portfolio and conflict check, hooks for the first message, and a meeting prep page when a meeting is named. No outreach advice here; that is Path to Connect.\\n\"\nmetadata:\n version: \"0.1.1\"\n author: InvestorLists.vc\n---\n\n# Investor Brief\n\nEverything the founder should know before writing to a firm or walking into a meeting. One to five firms per run.\n\n## Inputs\n\nA firm from the shortlist (or a name), `raise-profile`, the firm's notes, optional meeting context (\"call Thursday\", \"they asked about our pricing\"). `preferences` for detail level.\n\n## Steps, per firm\n\n1. Baseline: `get_investor`. What they back, stage, domains, HQ, investor type, team size, year founded, AUM and its source, latest news (date, headline, link), the decision-makers with positions and what contact exists.\n2. Live layer with the founder's own web search, up to 10 searches per firm, every finding dated with its URL: recent investments and leads; fund news; partner moves; podcasts, interviews, talks; posts and profile snippets through Google results only (never open LinkedIn); the firm's portfolio page.\n3. Portfolio check from the firm's own site: companies in the founder's space (hooks) and direct competitors (conflict flag). Family offices and some firms publish nothing: write \"no portfolio published\".\n4. Changes since the record: new partner, new fund, new focus, new site. Listed as \"newer than the record\" so the founder knows what to trust in the room.\n5. Hooks: two or three lines the first message can use, each tied to a source. The source stays out of the message later; it stays in the brief.\n6. Save: `add_note` `[IL] brief | <date> | status=researched | next=path | due= | path= | <three key points; conflict flag if any>`. Save the page to `InvestorLists/Briefs/<firm> <date>.md` when the folder exists.\n\n## Output, one page per firm\n\n- Snapshot: three lines, record evidence quoted.\n- What they back, from the record.\n- Recent activity: dated lines with URLs.\n- People: who is there, their recent public voice.\n- Portfolio: in the founder's space; conflicts.\n- Changes since the record.\n- Hooks for the first message.\n- Meeting prep, only when a meeting is named: six questions they are likely to ask given their portfolio and stage; three things to avoid; what they said publicly that can be referenced, with source.\n\nFor several firms: a summary table first (firm, headline change, best hook, conflict), then the pages.\n\n## Rules\n\n- Max 5 firms per run. Max 10 searches per firm.\n- Every line dated and sourced or not written. \"Nothing new found since <record date>\" is a valid result.\n- No fit score, no route, no draft messages here.\n- Close with one offer: \"Find the way in to <firm>?\" Hand the firm, its brief and hooks to il-path-to-connect on a yes.\n"
}SHA-256 of public snapshot: d81c402ec0c4d7a58602bd4363a637391e32dbefe758c3040523f3ee2c25bbb3