investor-management

Name: investor-management
Availability: InStock
Author: Propane

Manage investor lists and cap table notes with stage tracking.

4|2|Updated Feb 2, 2026

Search Tags:#crm #startup #investor relations #fundraising #cap table #prospect tracking

Ready to run

npx skills add https://github.com/propane-ai/kits --skill investor-management

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: investor-management
Source: https://github.com/propane-ai/kits/tree/main/plugins/Founder/skills/investor-management
Command: npx skills add https://github.com/propane-ai/kits --skill investor-management

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the process of managing investor relationships and tracking crucial cap table information, preventing missed follow-ups and providing essential context for fundraising and investor updates.

Core Features & Use Cases

Investor List Management: Maintain a clear overview of prospects, their current stage, and last contact details.
Cap Table Context: Quickly access ownership percentages, round details, and key terms for existing investors.
Use Case: When preparing for a board meeting, use this Skill to quickly summarize the current investor pipeline and identify key stakeholders in the cap table.

Quick Start

Show me all investors in the 'Term sheet' stage and their next follow-up actions.

Frequently Asked Questions about investor-management

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

FAQPage Schema

How do I track investor prospects and their follow-up stages during fundraising?▼

Track investor prospects and fundraising stages by managing an investor list that records each contact's current stage, last contact details, and next follow-up actions. This provides a clear overview of your fundraising pipeline and prevents missed updates.

What's the best way to maintain cap table context for existing investors?▼

Maintain cap table context by storing ownership percentages, round details, and key terms within your investor management workflow. This allows you to quickly access crucial ownership information and summarize stakeholder data for board meetings.

How do I summarize the investor pipeline and key stakeholders before a board meeting?▼

Summarize the investor pipeline for board meetings by querying your tracked investor list and cap table notes. This identifies key stakeholders and outputs a clear overview of prospect stages, follow-ups, and current ownership percentages.

Do I need a CRM or spreadsheet tool to manage cap table notes and investor relations?▼

You need integration with CRM and cap table or spreadsheet tools for comprehensive investor relations data management. This integration ensures your prospect tracking, contact information, and ownership notes remain synchronized across your fundraising workflow.

Can I filter investors by their current fundraising stage and next follow-up actions?▼

You can filter investors by their current fundraising stage, such as 'Term sheet', and view their scheduled follow-up actions. This prospect management capability helps prioritize outreach and track engagement during your fundraising rounds.

What are the limitations of managing investor relations without integrated CRM tools?▼

Without integrated CRM tools, managing investor relations relies on manual prospect tracking and isolated cap table notes, limiting your ability to synchronize contact information and fundraising stage updates across comprehensive data management workflows.