Round Intel

Step 3: Extract Round Data

Extract ALL of the following from the content. If a field is not available, leave it as "n/d" (not determined).

Extraction Rules

• If the format uses "@" to separate amount from valuation (e.g., "3.5@35"), amount = 3.5, post_money = 35
• Pre-money = Post-money minus Amount (when both available)
• Include ALL investors mentioned (VCs and angels)
• If the round stage isn't explicitly stated, infer from the amount and company stage, or use "Venture - Series Unknown"
• BRL to USD: divide by 5.5

Step 4: Check Canary Context

Search for the company and investors in Canary's data:

Company Lookup

1. Search Intelligence Layer: canary_search_all with company name (limit 10)
2. Search Airtable Companies table (applzVFsEjbLjz5hm, tbl75NZ3KdvVdjvyW) - use SEARCH formula on Company field (fldv0FWrT2KEjfQe0)
3. Search Airtable Dealflow (appdrpz0In7mHJuF5, tblK3abtZad4JYU1K) - check if this company is in the pipeline

Report what was found:

• In Airtable Companies: [record ID] or "Not found"
• In Dealflow pipeline: [status/stage] or "Not in pipeline"
• In Portfolio: [yes/no]
• Prior interactions: [count of meetings, emails, perspectives]

Investor Lookup

For each investor mentioned, search the VCs table (applzVFsEjbLjz5hm, tblkhKAljlIgjoWPL):

• Search by name using field "Investor Name" (fld6fSa0cQfLAy68c)
• Try variations: full name, abbreviations (e.g., "a16z" = "Andreessen Horowitz", "YC" = "Y Combinator")
• If a word in the investor name is too generic (capital, ventures, partners, fund, group, investments, management, holdings, labs, studio), search by the distinctive word instead

Report: "[Investor Name]: Found (record ID) / Not found (will create new)"

Step 5: Present Summary for Review

## Round Intel: [Company Name]

**Round:** [Funding Type] of $[Amount]M [@ $[Post-Money]M post-money]
**Investors:** [Investor 1, Investor 2, ...]
**Announced:** [Date]
**Geography:** [Country] | **Industry:** [Sector]

### Canary Context
- **Company in Airtable:** [Yes - link / No - will record without company link]
- **Pipeline status:** [Stage or "Not in pipeline"]
- **Portfolio company:** [Yes/No]
- **Prior touchpoints:** [count or "None"]

### Investor Matching
| Investor | Status |
|----------|--------|
| [Name] | Found in Airtable / New - will create |
| ... | ... |

### Airtable Action
Will create a Funding History Round record in Companies base:
- Company: [linked record or unlinked]
- Investors: [linked records]
- Amount: $[X]M
- Funding Type: [type]
- Monitored Round: Yes

Ask: "Want me to record this round in Airtable?"

Step 6: Write to Airtable (ONLY after user confirms)

Create Funding History Round Record

Table: Funding History Rounds (applzVFsEjbLjz5hm, tblA4lUZW1EcpLGhd)

Use typecast: true when creating the record.

Create New VCs (if needed)

For any investor NOT found in the VCs table, create a new record:

• Table: VCs (applzVFsEjbLjz5hm, tblkhKAljlIgjoWPL)
• Field: Investor Name (fld6fSa0cQfLAy68c) = investor name

Then use the new record ID when linking to the round.

Step 7: Post to Slack (ONLY after user confirms)

Ask: "Want me to post this to #round-intel?"

If yes, post to #round-intel (C0AKU8BJN6T):

:money_with_wings: Round Intel: *[Company Name]*

- [Funding Type] de $[Amount]M [@ $[Post-Money]M post]
- Investors: [list]
- Anunciado em [date]
- [Geography] | [Industry]

[Airtable round record link] | [Airtable company record link]

Important

• The Funding Type MUST be exactly one of the valid values listed in Step 3. Do not invent new types.
• Currency conversion: BRL / 5.5 = USD. Always store in USD millions.
• If the company is NOT found in Airtable, still create the round record (just without the company link). Note this in the Slack post.
• For investor matching, be thorough with fuzzy search - many VCs have multiple name variations.
• This command does the same thing as the Round Intel Bot in Slack, but manually. It's for when someone has round news from outside Slack (email, WhatsApp, news, Twitter) and wants to log it.
• News in Portuguese and Spanish is common - extract in original language, output in English.