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ir-record

Record investor profiles and contact history in a SQLite database.

8.4k|1.4k|Updated Apr 24, 2024
Search Tags:#sqlite#crm#investor relations#pipeline tracking#deal status#follow-up automation#outreach deduplication
One-click install
npx skills add https://github.com/TeamWiseFlow/wiseflow --skill ir-record
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ir-record
Source: https://github.com/TeamWiseFlow/wiseflow/tree/main/addons/officials/crew/ir/skills/ir-record
Command: npx skills add https://github.com/TeamWiseFlow/wiseflow --skill ir-record

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires sqlite3, and includes scripts (resource) components.

What problem does it solve?

This Skill prevents repeated investor outreach and lost follow-ups by maintaining a persistent IR tracking database that records investor profiles and every contact attempt.

Core Features & Use Cases

  • Persistent investor & contact history: Stores investor identity, attributes, and a timeline of contacts in ./db/ir_record.db.
  • Pipeline state tracking: Tracks deal progression through a defined status flow (new → contacted → bp_sent → meeting → dd → ts → invested, with passed as an escape hatch).
  • Duplication and follow-up checks: Checks whether an investor already exists, whether there are recent contacts, and which investors are stale and need attention.
  • Use case: When your team finds new angels/VCs/PEs from outreach, you can deduplicate by name+firm, record each touchpoint (email/meeting/intro), update pipeline status, and periodically query who has not been followed up for N days.

Quick Start

Run the initialization command once, then start recording investors and contacts using the provided shell scripts.

Frequently Asked Questions about ir-record

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

FAQPage Schema
How do I track investor outreach and follow-ups in a SQLite database?▼

Track investor outreach by initializing a SQLite database to store investor profiles and contact history. This maintains a persistent timeline of touchpoints, preventing repeated outreach and lost follow-ups across your IR workflows.

What is the best way to deduplicate investor contacts by name and firm?▼

Deduplicate investor contacts by checking a persistent database using the name and firm combination. This prevents duplicate records when your team discovers new angels, VCs, or PEs during outbound and inbound investor hunting.

How do I track deal pipeline status from initial contact to investment?▼

Track deal pipeline progression by updating investor status through a defined flow: new, contacted, bp_sent, meeting, dd, ts, and invested. A passed status serves as an escape hatch for rejected opportunities.

Can I use SQLite to find stale investors who need follow-up?▼

Yes, SQLite can identify stale investors by querying contact history for those not followed up within a specified number of days. This periodic check ensures no investor relationship is neglected during deal progression.

Do I need sqlite3 to maintain an investor relations tracking database?▼

Yes, sqlite3 is required to maintain this investor relations tracking database. Persistent storage at ./db/ir_record.db is initialized through provided shell scripts that manage tables, contact rows, and pipeline status updates.

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