ir-record

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.