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5 changes: 5 additions & 0 deletions .claude-plugin/marketplace.json
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"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",
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8 changes: 8 additions & 0 deletions venture-capital/.claude-plugin/plugin.json
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{
"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"
}
}
37 changes: 37 additions & 0 deletions venture-capital/skills/cap-table-analyzer/SKILL.md
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---
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.
37 changes: 37 additions & 0 deletions venture-capital/skills/deal-flow-manager/SKILL.md
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---
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.
36 changes: 36 additions & 0 deletions venture-capital/skills/term-sheet-reviewer/SKILL.md
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---
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.