diff --git a/.claude-plugin/marketplace.json b/.claude-plugin/marketplace.json index fe0f144..6daa4d2 100644 --- a/.claude-plugin/marketplace.json +++ b/.claude-plugin/marketplace.json @@ -24,6 +24,11 @@ "source": "./private-equity", "description": "Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach" }, + { + "name": "venture-capital", + "source": "./venture-capital", + "description": "Venture Capital deal sourcing and portfolio management tools: Cap table analysis, term sheet review, and deal flow management" + }, { "name": "wealth-management", "source": "./wealth-management", diff --git a/venture-capital/.claude-plugin/plugin.json b/venture-capital/.claude-plugin/plugin.json new file mode 100644 index 0000000..78de046 --- /dev/null +++ b/venture-capital/.claude-plugin/plugin.json @@ -0,0 +1,8 @@ +{ + "name": "venture-capital", + "version": "0.1.0", + "description": "Venture Capital deal sourcing and portfolio management tools: Cap table analysis, term sheet review, and deal flow management", + "author": { + "name": "Anthropic FSI" + } +} diff --git a/venture-capital/skills/cap-table-analyzer/SKILL.md b/venture-capital/skills/cap-table-analyzer/SKILL.md new file mode 100644 index 0000000..f130ca8 --- /dev/null +++ b/venture-capital/skills/cap-table-analyzer/SKILL.md @@ -0,0 +1,37 @@ +--- +name: cap-table-analyzer +description: Professional capitalization table analysis for venture capital. Analyzes equity ownership, liquidation preferences, dilution from new rounds, and exit scenarios. Use when users need to understand ownership stakes, model a new funding round (Pre-Seed to Series E), or calculate exit proceeds for founders and investors. +--- + +# Cap Table Analyzer + +## Overview + +This skill provides comprehensive analysis of a company's capitalization table. It helps investors and founders understand the impact of new financing, option pool increases, and liquidation waterfalls. + +## Critical Constraints + +- **Ownership Accuracy**: Always account for fully diluted shares, including all outstanding options, warrants, and convertible notes. +- **Liquidation Preference**: Correctly model 1x, 2x, or higher non-participating and participating preferences. +- **Dilution Logic**: Ensure the "Option Pool Shuffle" (new options coming out of pre-money valuation) is modeled correctly if requested. +- **Exit Math**: Zero errors in exit proceeds calculations. Total proceeds must equal Exit Value minus Transaction Expenses. + +## Workflow + +### Step 1: Data Ingestion +- Extract share counts by class (Common, Series Seed, Series A, etc.) from provided documents or user input. +- Identify outstanding convertible notes (SAFE, KISS, traditional notes) and their terms (Cap, Discount). + +### Step 2: Ownership Analysis +- Calculate current ownership % for all key stakeholders. +- Visualize the cap table in a clean table format. + +### Step 3: Funding Round Modeling +- Model new investment amount, pre-money valuation, and post-money valuation. +- Calculate price per share for the new round. +- Show dilution impact on existing shareholders. + +### Step 4: Exit Waterfall +- Model exit scenarios (M&A, IPO). +- Calculate proceeds for each share class based on liquidation preferences and participation rights. +- Identify the "Conversion Point" where preferred shares choose to convert to common for higher proceeds. diff --git a/venture-capital/skills/deal-flow-manager/SKILL.md b/venture-capital/skills/deal-flow-manager/SKILL.md new file mode 100644 index 0000000..2739a12 --- /dev/null +++ b/venture-capital/skills/deal-flow-manager/SKILL.md @@ -0,0 +1,37 @@ +--- +name: deal-flow-manager +description: Streamline venture capital deal sourcing and CRM workflows. Helps with company research, founder outreach drafting, and maintaining a high-quality deal pipeline. Use when users need to research a startup, prepare for a first meeting, or generate a summary for a Monday morning partner meeting. +--- + +# Deal Flow Manager + +## Overview + +This skill helps VC associates and partners manage their top-of-funnel deal flow. It focuses on rapid research, competitive landscape mapping, and outreach personalization. + +## Capabilities + +### 1. Startup Research +- Gather info on founding team (pedigree, past exits). +- Summarize product-market fit based on public data/reviews. +- Estimate burn rate and runway if financials are partially known. + +### 2. Competitive Landscape +- Identify direct and indirect competitors. +- Compare funding amounts and lead investors for peers. +- Map the sector (e.g., "AI-native legal tech landscape"). + +### 3. CRM Integration (Simulated) +- Format deal notes for CRM ingestion (Affinity, Salesforce, etc.). +- Prepare "Next Steps" and "Due Diligence Checklist" for promising leads. + +### 4. Outreach +- Draft personalized, non-generic outreach emails to founders. +- Highlight specific reasons for interest (e.g., "I saw your recent launch on Product Hunt..."). + +## Workflow + +1. **Research**: Deep dive into the company and sector. +2. **Analyze**: Compare to the fund's investment thesis. +3. **Draft**: Create the internal deal memo or external outreach. +4. **Organize**: Provide a structured output ready for the pipeline tracker. diff --git a/venture-capital/skills/term-sheet-reviewer/SKILL.md b/venture-capital/skills/term-sheet-reviewer/SKILL.md new file mode 100644 index 0000000..f01acb0 --- /dev/null +++ b/venture-capital/skills/term-sheet-reviewer/SKILL.md @@ -0,0 +1,36 @@ +--- +name: term-sheet-reviewer +description: Expert review and comparison of venture capital term sheets. Identifies market standard vs. off-market terms, flags protective provisions, and summarizes key economic and control rights. Use when users want to analyze a new term sheet, compare multiple offers, or prepare for negotiations with VCs or founders. +--- + +# Term Sheet Reviewer + +## Overview + +This skill analyzes VC term sheets to highlight the most critical economic and control terms. It provides a structured summary and flags potential "red flags" that deviate from standard NVCA (National Venture Capital Association) patterns. + +## Key Focus Areas + +### 1. Economic Terms +- **Valuation**: Pre-money vs. Post-money. +- **Liquidation Preference**: Multiplier and participation (Participating vs. Non-participating). +- **Dividends**: Cumulative vs. non-cumulative. +- **Anti-dilution**: Weighted average (broad-based vs. narrow-based) vs. Full Ratchet. + +### 2. Control & Governance +- **Board Composition**: Board seats for founders, investors, and independents. +- **Protective Provisions**: Veto rights over specific company actions (Sale, M&A, debt, etc.). +- **Voting Rights**: How different classes vote together or separately. + +### 3. Other Rights +- **Registration Rights**: Demand and Piggyback rights. +- **Pre-emptive Rights**: Right to participate in future rounds. +- **Drag-along / Tag-along**: Rights in a sale of the company. +- **Redemption Rights**: Rights to force the company to buy back shares. + +## Workflow + +1. **Extract**: Read the term sheet and extract all key parameters. +2. **Standardize**: Compare values to current market standards (e.g., "1x non-participating is standard"). +3. **Summarize**: Create an executive summary of the deal. +4. **Flag**: Identify any aggressive or unusual terms that require negotiation.