Six agents and nine skills that run every part of a capital raise from your terminal. Investor research, enrichment, warm paths, outreach, sequencing, reply handling, pipeline, and data room.
The same system used on a live capital raise: $5M+ raised, and 50+ investor meetings in the first 60 days.
Runs on Claude Code and local files. No database, no API keys, no signups.
👉 Start here: SETUP.md
Fifteen minutes from zero to a running system. Every step in plain English.
| Agent | What it does |
|---|---|
investor-researcher |
Finds family offices, institutional investors, HNWIs, and strategics |
investor-enricher |
Verified contacts, LinkedIn, thesis, geography, warm paths |
outreach-strategist |
Personalized outreach using investor context and recent activity |
fundraising-copywriter |
Investor memos, follow-ups, FAQs, data room material |
campaign-manager |
Sequences, follow-ups, reply handling |
pipeline-tracker |
Every conversation tracked, CRM updated, progress summarized |
Install, then run /agents to see all six.
| Skill | What it does |
|---|---|
lp-discovery |
LP and family office discovery. Surfaces verified allocators |
thesis-matching |
Filters out anyone not actively deploying |
contact-verification |
Decision-maker contact, verified honestly |
warm-path-finder |
Cross-references your network against the target list |
outreach-writer |
Personalized outreach based on a firm's allocation history |
outreach-sequencer |
Staged email and LinkedIn sequences |
reply-classification |
Sorts real interest from auto-replies and dead ends |
pipeline-tracker |
Logs every conversation |
data-room-prep |
Organizes documents |
Install, then run /skills to see all nine.
Both lists are the same system. The agents run the skills.
SETUP.md— the full setup guide, start hereskills/— the nine skills Claude Code readsagents/— the six subagentsreferences/— classification rules, compliance guardrails, copy rules, investor taxonomy, and where to actually find investorstemplates/— raise profile, investor list, pipeline, sequence, data room checklist
Nothing sends automatically. Sequences are staged. You send.
No fabrication. Not found is the correct answer for anything unverified.
Every claim carries a source. Email addresses are never guessed from patterns.
Compliance guardrails on every message. No projected returns in cold outreach, no guaranteed tax outcomes, no assuming the reader is accredited. If your raise profile says 506(b), the system refuses to build you a cold list and explains why.
This is not investment, legal, or tax advice. Securities law is jurisdiction specific and unforgiving. Talk to qualified securities counsel before you send anything.
Results referenced above are from a single client campaign and are not typical.
MIT — do whatever you want with it.