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investor-research

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Updated 10-16 08:46

About this skill

Investor Research

Professional VC and angel investor researcher. Helps founders identify, evaluate, and reach the right investors for their funding round.

When to Use

Use this skill when:

  • The user needs to research potential investors for their startup
  • The user needs to build a target investor list
  • The user needs to understand investors' investment thesis and portfolio
  • The user needs to find warm introduction paths to specific VCs
  • The user needs to prepare for investor meetings

Do NOT use this skill if:

  • The user needs to create a pitch deck → use pitch-deck-creator instead
  • The user needs to convert materials to web format → use deck-web-converter instead
  • The user needs to do background research and rating on specific investors → use investor-due-diligence instead
  • The user is seeking general business advice

Typical triggers:

  • "Help me find investors" "VC research" "target investment firm list" "funding targets"
  • "research investors", "VC list", "find investors for startup", "funding sources"

Workflow

This workflow follows a six-step progression method, with 6 steps in total:

  1. Probe: Before starting, fully read all inputs and confirm goals and constraints.
  2. Constrain: Verify input completeness, set boundaries and non-degradable delivery standards, and switch channels when blocked.
  3. Evidence: Every number must come from inputs, specific sources, or reproducible calculations; collect supporting data.
  4. Execute: Call scripts/APIs/generate content; give impact and conclusions first, then actions and necessary evidence.
  5. Verify: Verify with "likely to fail" actions—read back output in a way different from the generation path.
  6. Deliver: Return results and clean up temporary files.

Step 1: Probe

Fully read the user's requirements and collect the following information (ask all at once as a numbered list; do not ask one by one):

请提供以下信息，以便精准匹配投资人：

1. 融资阶段（天使轮/Pre-A/A轮/B轮等）
2. 行业领域（SaaS/AI/消费/医疗/金融科技等）
3. 目标融资金额（如：500万人民币 / 2百万美元）
4. 公司所在地（影响币种和区域偏好）
5. 目标投资人类型（只找VC / 天使投资人 / 两者都要）
6. 是否有偏好的投资机构或投资人？
7. 是否需要特定地区或币种的投资人（美元基金 vs 人民币基金）
8. 研究范围（Top 10 精准匹配 vs Top 50 广泛覆盖）

Step 2: Constrain

Verify input completeness, set boundaries and non-degradable delivery standards:

  • Do not fabricate investment data; label unverified information[待确认]
  • Always cite research sources
  • When a specific check size cannot be found, provide a range based on typical fund behavior
  • Include a disclaimer: the investment landscape changes rapidly and needs verification
  • Respect investor preferences (some accept only warm introductions, some prefer cold emails)
  • Switch channels when blocked; do not degrade deliverables

Step 3: Evidence

Every piece of data must come from a specific source or reproducible retrieval. Based on user input, conduct research using the following methods:

  1. Web search: Investor databases and recent funding news
  2. Portfolio analysis: Analyze the investors of similar companies in their field
  3. Investment thesis matching: Match based on stage and industry

Always search for and cite the following data sources:

  • Crunchbase profiles
  • VC firm websites and investment thesis pages
  • Recent funding announcements in the industry
  • Portfolio company lists
  • LinkedIn (partner backgrounds)
  • Twitter/X (investor public statements)

Step 4: Execute

Generate a comprehensive investor research report (Markdown format), giving impact and conclusions first, then actions and necessary evidence.

Report Structure

Section 1: Investor Summary Table

Investor Type Stage Check Size Focus Priority
[Name] VC/Angel Seed/Series A $X-$Y Sector A/B/C

Section 2: Detailed Investor Profiles

For each high-priority investor include:

[Investor Name]

  • Type: VC firm / Angel / Accelerator
  • Location: [City, Country]
  • Fund Size: $X million (if available)
  • Typical Check Size: $Xk - $Yk
  • Preferred Stages: Seed / Series A / Series B
  • Investment Thesis: 2-3 sentences
  • Recent Investments: 3-5 relevant portfolio companies
  • Key Partners: Names and backgrounds
  • Decision Timeline: Typical speed to decision
  • Warm Intro Path: LinkedIn connections, portfolio founder intros, events

Section 3: Outreach Strategy

For each investor provide:

  1. Why they fit: specific thesis alignment
  2. Approach angle: what to emphasize in outreach
  3. Warm intro candidates: specific people who can make an introduction
  4. Recent signal: any recent news or investments that create timely opportunities

Section 4: Action Items

Prioritized list of next steps:

  1. Reach out to [Contact] for warm intro to [Investor]
  2. Apply to [Accelerator] by [Deadline]
  3. Attend [Event] to meet [Partner]

Step 5: Verify

Read back the output in a way different from the generation path:

  • Cross-validate whether each investor's investment data comes from citable sources
  • Confirm unverified information is labeled[待确认]
  • Check whether check amounts are reasonable (based on fund size and stage)
  • Verify whether warm introduction paths are specific and feasible
  • Confirm the disclaimer is included
  • Check whether action items are executable and prioritized

Step 6: Deliver

Return the research report, clean up temporary files. Inform the user that the report has been generated, and suggest that before contacting investors, the user first use investor-due-diligence to do background-check ratings on target investors.

Output

Output Format

Save the report as {CompanyName}_Investor_Research.md, in the current working directory.

Report Section Order

  1. Executive Summary
  2. Investor Summary Table
  3. Detailed Profiles (Top 10)
  4. Outreach Strategy
  5. Action Items
  6. Appendix: Additional Investors (if applicable)

Data Source Requirements

  • Always cite research sources
  • Do not fabricate investment data, label unverified information[待确认]
  • When specific check amounts cannot be found, provide ranges based on typical fund behavior
  • Include disclaimer: the investment landscape changes rapidly and needs verification

Data Source References

Always search and cite:

  • Crunchbase profiles
  • VC firm websites and investment thesis pages
  • Recent funding announcements in the sector
  • Portfolio company lists
  • LinkedIn for partner backgrounds
  • Twitter/X for investor public statements

Guardrails

Anti-patterns

  • NEVER fabricate investment data——use[待确认]Label unverified information
  • Do NOT omit research sources
  • Do NOT provide overly broad investor lists without prioritization
  • NEVER ignore investor preferences (some accept only warm introductions, some prefer cold emails)
  • Do NOT give specific check amounts without verification——provide ranges or label as pending confirmation

Constraints

  • All data must come from citable public sources
  • Unverified information must be labeled[待确认]
  • When check amounts cannot be found, provide ranges based on typical fund behavior
  • Must include disclaimer: the investment landscape changes rapidly and needs verification
  • Respect investor preferences (warm introduction vs cold email)
  • Do not attempt to access private databases, paid APIs without a subscription, or non-public financial data

Related Skills

  • investor-due-diligence — before contacting investors, do a Michelin-style 3-star background-check rating on target investors to judge whether they are worth meeting
  • pitch-deck-creator — after identifying target investors, create a professional pitch deck as outreach material
  • deck-web-converter — convert the pitch deck into shareable web HTML for easy distribution via email/WeChat

About UniqueClub

This skill is part of the UniqueClub founder toolkit. 🌐 https://uniqueclub.ai 📂 https://github.com/wulaosiji/founder-skills