An investor list is not an investor strategy
A sector keyword on a fund website is discovery evidence, not fit. The partner may have moved. The active vehicle may write larger cheques. A recent deal may have changed the conflict picture. The useful question is not who appears on the list; it is which funds have a current, evidenced reason to consider this round.
This pack turns that question into twenty-one reusable Claude-compatible skills. They define the round, audit the story, build and verify a fund universe, map the right partner and warm path, prepare outreach and meetings, and keep diligence and closing under control. The coordinator, fundraise-run, chains the other twenty.
Download the 21-skill fundraising pack
Twenty-one skill folders, evidence standards, install instructions and an MIT license. Free, no signup.
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The qualification standard
Every fund starts unqualified. It moves forward only when the round and the public evidence align—or when a material unknown is stated clearly enough to resolve.
- Mandate
- The current vehicle, stage, sector, geography and lead or follow behavior—not an undated marketing label.
- Cheque
- An explicit range or observed first-cheque evidence. Fund size and total round size are not substitutes.
- Behavior
- Dated new investments inside a stated review window, separated from follow-ons and older vehicles.
- Portfolio
- Direct and adjacent overlap, with fund-level exposure separated from a partner's active board relationship.
- Partner
- Current role plus relevant deals, portfolio attribution or authored thesis—not seniority alone.
- Route
- A real, permissioned introduction path or an honest cold route. Shared connections do not become introductions by assertion.
Facts
Inferences
Unknowns
The target is quality, not list length
The 21 skills, in fundraising order
Use one specialist for a narrow job, or start with fundraise-run and let the coordinator route the raise through the relevant skills.
Skills 1 to 4
Position the round
Round definition
Use when: the raise still lacks a precise amount, milestone, timing, instrument, or investor constraint
Output: A one-page round brief and an explicit investor-screening contract
Fundraising narrative
Use when: the pitch needs a defensible why-us, why-now and what-this-round-unlocks story
Output: A 25-word line, two-minute narrative, proof ledger and objection set
Evidence room audit
Use when: the deck, model, cap table and diligence files may disagree or be stale
Output: A readiness inventory and prioritized inconsistency queue
Investor fit thesis
Use when: you need must-haves and disqualifiers before collecting fund names
Output: A testable qualification rubric for stage, cheque, sector, geography and ownership
Skills 5 to 11
Map and verify the market
Fund universe builder
Use when: you need a traceable longlist rather than another copied investor directory
Output: A deduplicated universe with discovery source and next verification
Fund mandate verifier
Use when: a firm's website is broad, stale, or silent about its active vehicle
Output: Supported, contradicted and unknown mandate dimensions with dated sources
Cheque fit analyzer
Use when: you need to know whether your allocation fits observed first-cheque behavior
Output: A documented, observed, inferred or unknown cheque-fit verdict
Fund behavior profiler
Use when: you want to compare stated thesis with what the fund backed recently
Output: A dated activity profile separating new deals, follow-ons and different vehicles
Portfolio conflict check
Use when: you need to screen overlap before sharing sensitive material
Output: A sourced overlap map, disclosure recommendation and safe meeting boundary
Partner fit mapper
Use when: the firm qualifies but the right person inside it is unclear
Output: A primary partner, supported fallback, relevant deals and contradictions
Warm path mapper
Use when: you have an authorized relationship map and need a credible route in
Output: Ranked introduction paths with permission status and cold fallback
Skills 12 to 16
Engage the right people
Outreach sequencer
Use when: the qualified funds need waves that balance learning, fit and timing
Output: A capacity-aware wave plan with prerequisites and learning loops
Intro request writer
Use when: a real connector-to-investor path has been confirmed
Output: A personal permission note and concise forwardable blurb
VC outreach writer
Use when: you need a direct message built on one verified partner-fit reason
Output: Channel-ready drafts, source-backed personalization and one follow-up
Investor meeting brief
Use when: a first call, partner meeting or diligence session is booked
Output: A one-page objective, fit hypothesis, questions, risks and desired next step
Partner question builder
Use when: research left important mandate, process, reserves or conflict unknowns
Output: Prioritized questions tied to the decision each answer changes
Skills 17 to 20
Run diligence and close
Fundraising CRM review
Use when: the weekly pipeline has stale actions, weak stage hygiene or concentration risk
Output: A seven-day control sheet without treating silence as a signal
Term sheet comparator
Use when: actual financing terms need an apples-to-apples review with counsel
Output: Raw terms, plain-language effects, interaction risks and counsel questions
Diligence room manager
Use when: investor requests, responses and data-room access need one controlled log
Output: An owned request queue, blockers, response drafts and disclosure record
Fundraising close plan
Use when: credible interest or terms must become a dependency-aware close
Output: Minimum and target close paths with approvals, documents, signatures and contingencies
Skill 21
Coordinate the whole raise
Fundraise run
Use when: you want one control sheet spanning round definition, qualification, outreach, meetings, diligence and close
Output: A staged process with evidence, owners, next actions, dependencies and explicit approval gates
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How the pack runs a raise
The workflow is deliberately sequential where evidence depends on an earlier decision, and parallel where research can move independently.
- Freeze the round brief and screening contract before ranking investors.
- Build a broad discovery universe, then verify mandate, cheque, behavior, conflicts and partner ownership in parallel.
- Reject weak fits and carry material unknowns into partner questions instead of hiding them inside a score.
- Sequence qualified funds into learning waves; prepare a source-backed brief for every meeting.
- Run one weekly pipeline review and keep diligence requests, terms and close dependencies tied to owners and dates.
The skills distinguish sourced facts, founder inputs, inferences and unknowns. That distinction is what keeps a polished spreadsheet from becoming false confidence.
Install and use the pack
The ZIP contains a skills directory with twenty-one folders. Copy those folders into .claude/skills/ for one Claude Code project or~/.claude/skills/ for personal use. For Claude on the web, use the individual ZIP downloads below.
Start a Claude conversation, then ask it to use fundraise-run with the company brief, round target, current metrics, investor list, relationship map and timing. You can also invoke any specialist directly, such asportfolio-conflict-check or term-sheet-comparator.
What the coordinator needs
Where the skills stop
Independent and unaffiliated. The methods, prompts and checklists on this page are built on publicly documented approaches. They are not created by, endorsed by, or affiliated with any product, platform or company whose name appears here, and Tau AI has no relationship with those companies beyond using their published guidance.
- They research and draft; they do not contact investors or update a live CRM without explicit authorization.
- They use public professional information and authorized relationship data; they do not infer private emails, phone numbers or signing authority.
- They compare financing terms but do not provide legal, tax, accounting or investment advice.
- They never upgrade interested to committed, or committed to signed, without direct recorded evidence.
- They do not claim that fund size reveals first-cheque size or that portfolio overlap proves a legal conflict.
Sources and provenance
The research standard starts with official fund and portfolio-company pages, then uses public registers and filings to corroborate entities and disclosures. Every volatile fact carries an access date and should be rechecked before outreach.
- Official OpenAI Skills API documentation
- SEC Form ADV data and Investment Adviser Public Disclosure guidance
- SEC EDGAR company and filing search
- Companies House register guidance
- NVCA model venture-financing documents
- Y Combinator's guide to seed fundraising
The source LinkedIn post was published by Paul Chartier on September 5, 2026. Its core proposition—less investor scraping, more fundraising intelligence—determined the pack's qualification workflow. The twenty-one skill files were written for this download and validated against the open Agent Skills folder format.
Download the 21-skill fundraising pack
The complete, validated pack with installation notes and evidence standards. Free, no signup.
Upload individual skills to Claude
Choose a skill below and download its ZIP. In Claude, open Customize → Skills, choose Create skill and then Upload a skill. Select the individual ZIP and enable it. Keep the complete collection for reading or local installation.
Open Claude Skills · Official upload instructions
Each download contains one skill folder with its supporting files. Upload happens in your Claude account; this page does not install anything automatically. Availability follows your account and workspace settings.
Cheque fit analyzer
Diligence room manager
Evidence room audit
Fund behavior profiler
Fund mandate verifier
Fund universe builder
Fundraise run
Fundraising close plan
Fundraising crm review
Fundraising narrative
Intro request writer
Investor fit thesis
Investor meeting brief
Outreach sequencer
Partner fit mapper
Partner question builder
Portfolio conflict check
Round definition
Term sheet comparator
Vc outreach writer
Warm path mapper
Andrew Persh
Founder, Tau AI