expert-ir

Manages investor discovery, fundraising outreach, and project applications with a SQLite-backed pipeline.

8.5k|1.4k|Updated Apr 24, 2024
One-click install
npx skills add https://github.com/TeamWiseFlow/wiseflow --skill expert-ir
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: expert-ir
Source: https://github.com/TeamWiseFlow/wiseflow/tree/main/crews/main/skills/expert-ir
Command: npx skills add https://github.com/TeamWiseFlow/wiseflow --skill expert-ir

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Founders juggling investor outreach, fundraising materials, and grant or subsidy applications often lose track of who they contacted, what was sent, and which deadlines are approaching. This Skill organizes the entire investor relations workflow into structured pipelines with a persistent database, so no contact, follow-up, or application deadline falls through the cracks.

Core Features & Use Cases

  • Investor Hunting & Pipeline: Search investment databases, funding news, and social platforms for matching investors, deduplicate them, score fit (high/medium/low), and track each through a state machine from new to contacted, bp_sent, meeting, dd, ts, and invested or passed.
  • Fundraising Materials & Outreach: Produce pitch decks, one-pagers, financial models, and personalized cold emails or warm-intro requests with strict quality gates against generic templates.
  • Project Applications: Prepare and track high-tech enterprise certification, accelerator applications, government subsidies, and industry awards with deadline monitoring.
  • Use Case: Ask the agent to find angel investors focused on AI SaaS; it searches multiple channels, records matches in the ir-record SQLite database, drafts personalized outreach emails for your approval, and later reminds you of investors with no contact in over 7 days.

Quick Start

Ask the agent to find and record potential investors in your industry, then draft a personalized outreach email for the top match.

Frequently Asked Questions about expert-ir

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track investor outreach and follow-ups for fundraising?

Record each investor with ir-record record-investor, log every interaction with record-contact, and advance statuses through the pipeline (new, contacted, bp_sent, meeting, dd, ts, invested/passed). Run query-stale to find investors with no contact in over 7 days.

How do I find potential investors for my startup automatically?

The Investor Hunting workflow searches investment databases, funding news, competitor financing records, and social platforms using smart-search and browser automation. Each result is deduplicated, scored for match quality, and stored in the ir-record SQLite database.

Can it send cold emails to investors directly?

It drafts personalized cold emails, warm-intro requests, and follow-ups, but never sends them automatically. Every message requires your explicit confirmation before being sent through the email-ops tool.

Does it support tracking grant and subsidy application deadlines?

Yes, the Project Application workflow records applications in a dedicated table with deadlines and statuses from planning to awarded or rejected. Query upcoming deadlines with ir-record query-applications --upcoming 7.

What are the limitations of automated investor outreach?

It does not promise fundraising success, avoids contacting clearly mismatched investors filtered at the match-score stage, and stops follow-up sequences after about 12 days unless you request otherwise. Status changes only happen based on your feedback, never autonomously.