Pre-Processing (Auto-Context)

Before starting, gather project context silently:

Read PORTFOLIO.md if it exists in the project root or parent directories for product/team context
Run: cat package.json 2>/dev/null || cat build.gradle.kts 2>/dev/null || cat Podfile 2>/dev/null to detect stack
Run: git log --oneline -5 2>/dev/null for recent changes
Run: ls src/ app/ lib/ functions/ 2>/dev/null to understand project structure
Use this context to tailor all output to the actual project

Generate investor-ready materials for venture-backed startups. Pitch decks that close, investor updates that build trust, data rooms that survive diligence, and cap tables that don't surprise you. Built for the Cure Consulting Group portfolio: Vendly, Autograph, The Initiated, Antigravity, TwntyHoops.

Step 1: Classify the Fundraising Need

Need	Output
Seed pitch deck

Every slide gets ONE message. If you need two messages, you need two slides. Target: 3 minutes to pitch the full deck verbally. If it takes longer, cut. SLIDE 1 — TITLE Company name One-line tagline (what you do, not your mission statement) Round + amount: "Raising $X Seed Round" Contact info Rule: no logos of investors you're pitching. No "confidential" stamps. SLIDE 2 — PROBLEM The pain point, stated with data Who has this problem and how many of them What they do today (the bad alternative) Rule: use a quote from a real customer if you have one Vendly: "LATAM merchants lose 12% of revenue to fragmented payment infrastructure" Autograph: "Physicians spend 2+ hours daily on documentation instead of patients" The Initiated: "Women's basketball recruits have zero data-driven tools for college selection" Antigravity: "Enterprises spend $2M+/year on manual agent orchestration that fails at scale" TwntyHoops: "Basketball culture content is fragmented — no single platform owns the space" SLIDE 3 — SOLUTION What your product does in one sentence Live product screenshot or demo GIF — never wireframes Show the product, not a diagram of the product Rule: if you can't show it, you're too early for this slide SLIDE 4 — MARKET SIZE TAM → SAM → SOM with cited sources Bottom-up calculation preferred over top-down Show the wedge: what you capture first, then expand into Rule: if your TAM is under $1B, reframe the market. If over $100B, you're too broad. LATAM additions (Vendly): - Latin America digital payments TAM ($500B+ and growing 25% YoY) - Merchant OS opportunity within payment infrastructure - Country-specific entry strategy (Mexico first? Brazil? Colombia?) - Regulatory landscape (Banco de Mexico, PIX, local payment rails) Healthcare additions (Autograph): - Healthcare IT TAM ($300B+) - Clinical documentation sub-market ($5B+) - Regulatory pathway: FDA status (if applicable), HIPAA, BAA chain - Reimbursement impact: how documentation quality affects revenue cycle SLIDE 5 — TRACTION Show metrics that matter for YOUR stage: Pre-seed: waitlist, LOIs, design partners, pilot commitments Seed: active users, revenue (even small), growth rate, retention Series A: MRR/ARR, MoM growth, net revenue retention, unit economics Rule: growth rate > absolute numbers at seed Rule: never show vanity metrics (downloads, page views, signups without activation) Rule: show the graph. If the graph doesn't go up and to the right, tell the story of why. SLIDE 6 — BUSINESS MODEL How you make money — be specific Revenue per customer, pricing tiers, billing model Gross margins (actual or projected) Path to revenue if pre-revenue: what triggers first dollar? Rule: "we'll figure out monetization later" is not a business model SLIDE 7 — PRODUCT Deeper dive into what the product does 3-4 key features or workflows Architecture overview ONLY if it's a technical differentiator (Antigravity: agent orchestration) Rule: this is the "show, don't tell" slide AI startup additions (Antigravity, Autograph): - Model strategy: build vs. fine-tune vs. API - Data moat: what proprietary data do you have or will you accumulate? - AI safety approach: guardrails, human-in-the-loop, evaluation framework SLIDE 8 — COMPETITIVE LANDSCAPE 2x2 positioning matrix (NOT a feature checklist) Axes should highlight YOUR advantage Include incumbents, direct competitors, and adjacent players Rule: "we have no competitors" is a red flag, not a flex Rule: never trash competitors — show why you win on the axes that matter SLIDE 9 — GO-TO-MARKET How you acquire customers today Distribution strategy: direct sales, PLG, partnerships, marketplace? CAC and payback period (if known) Channel-specific strategy Vendly: merchant aggregator partnerships, payment processor integrations Autograph: health system pilot → department → enterprise expansion The Initiated: D1 program partnerships, recruit/family direct acquisition Antigravity: developer community, enterprise sales, integration partnerships TwntyHoops: content-first audience building, event partnerships, creator network SLIDE 10 — TEAM Why THIS team wins in THIS market Founder-market fit: what unique experience/access do you have? Key hires: who's on board, who's the first hire with this raise? Advisors only if they're actively contributing or their name opens doors Rule: no stock photos. No "we're looking for a CTO" on your pitch deck. SLIDE 11 — FINANCIALS 18-month projection, not 5 years of hockey sticks Revenue, costs, net burn, key assumptions Unit economics: CAC, LTV, LTV:CAC ratio, payback period Current burn rate and runway Rule: show your assumptions explicitly — investors will challenge them Rule: conservative > optimistic. Beating projections builds trust. SLIDE 12 — THE ASK Amount raising and instrument (SAFE, priced round, convertible note) Valuation cap or pre-money (if priced) Use of funds — 3-4 categories, specific percentages Milestones this capital unlocks (next fundraise trigger) Example: Raising: $2M Seed (SAFE, $10M cap) Use of funds: 50% — Engineering (hire 3 engineers, ship v2) 25% — Go-to-market (first sales hire, initial marketing) 15% — Operations (legal, compliance, infrastructure) 10% — Buffer (always have buffer) Milestones: $50K MRR, 500 active merchants, Series A ready in 18 months OPTIONAL SLIDES (use 1-2 max): - Product roadmap (next 6-12 months, not longer) - Case study (one customer success story with metrics) - Technical architecture (only if it IS the moat — Antigravity) - Regulatory pathway (Autograph — FDA/HIPAA timeline)

Organize in a shared drive (Google Drive or Notion) with these folders: 01 — CORPORATE [ ] Certificate of incorporation (current, with all amendments) [ ] Bylaws (current version) [ ] Cap table (Carta or spreadsheet, fully diluted) [ ] Board minutes (all meetings to date) [ ] Stockholder agreements (if any) [ ] Investor rights agreement (if prior priced round) [ ] SAFE/convertible note agreements (all outstanding) [ ] 83(b) election filings (for all founders) [ ] State registrations / qualifications 02 — FINANCIAL [ ] Profit & loss statement (inception to date, monthly) [ ] Balance sheet (current) [ ] Cash flow statement (last 12 months, monthly) [ ] Bank statements (last 6 months) [ ] 18-month financial projection with assumptions [ ] Burn rate analysis [ ] Revenue breakdown by customer/product [ ] AR/AP aging (if applicable) 03 — PRODUCT [ ] Product demo video (2-3 minutes, current version) [ ] Architecture overview (one-page diagram) [ ] Product roadmap (6-12 months) [ ] IP assignments (all founders and employees) [ ] Open source audit (licenses used, compliance) [ ] Technical due diligence prep doc 04 — TEAM & HR [ ] Org chart (current + planned hires) [ ] Employee agreements (template + executed) [ ] Contractor agreements (all active) [ ] Option plan (equity incentive plan document) [ ] Option grant ledger [ ] Key person bios / LinkedIn links [ ] Offer letters (key hires) 05 — LEGAL [ ] Material contracts (customers, vendors, partners) [ ] Terms of service (current) [ ] Privacy policy (current) [ ] IP filings (patents, trademarks — if any) [ ] Litigation summary (or confirmation of no pending litigation) [ ] Insurance policies (D&O, E&O, general liability) 06 — COMPLIANCE (industry-specific) Autograph / Healthcare: [ ] HIPAA compliance documentation [ ] BAA chain (all vendors handling PHI) [ ] Security audit / SOC 2 status [ ] Clinical validation data [ ] FDA regulatory strategy (if applicable) Vendly / Fintech: [ ] Money transmission licenses or exemptions [ ] PCI DSS compliance status [ ] AML/KYC policy documentation [ ] Country-specific regulatory filings 07 — METRICS & ANALYTICS [ ] Cohort analysis (monthly cohorts, retention over time) [ ] Retention curves (by segment if possible) [ ] Growth charts (MRR, users, key product metric) [ ] Funnel conversion rates (acquisition → activation → revenue) [ ] NPS or satisfaction data (if collected) [ ] Competitive win/loss analysis RULES: - Every document dated and version-labeled - Update data room weekly during active raise - Track who accesses what (Google Drive shows this) - Never include passwords, API keys, or production credentials - Keep a "data room ready" checklist in your project management tool

PRE-MONEY / POST-MONEY CALCULATION Pre-money valuation = Post-money - Investment amount Post-money valuation = Pre-money + Investment amount Investor ownership = Investment / Post-money Example: Raising $2M on $10M pre-money Post-money = $12M Investor ownership = $2M / $12M = 16.67% SAFE CONVERSION SAFEs convert at the LOWER of: 1. Valuation cap / fully diluted shares = price per share at cap 2. Discount rate applied to priced round price Example: SAFE: $500K at $8M cap Priced round: $2M at $12M pre-money ($14M post) Price per share at round: $14M / 10M shares = $1.40 Price per share at cap: $8M / 10M shares = $0.80 ← lower, this applies SAFE converts to: $500K / $0.80 = 625,000 shares DILUTION MODELING For each scenario, model: Founder ownership after round Employee option pool (typically 10-15% pre-money at seed, 15-20% at Series A) Prior investor ownership after dilution New investor ownership Table format: | Stakeholder | Pre-Round % | Post-Round % | Shares | Value at Post-Money | |-------------|-------------|-------------|--------|---------------------| | Founder 1 | X% | X% | X | $X | | Founder 2 | X% | X% | X | $X | | Option Pool | X% | X% | X | $X | | SAFE Holders | — | X% | X | $X | | New Investors | — | X% | X | $X | OPTION POOL Standard sizes by stage: Pre-seed: 10% (or none — allocate at seed) Seed: 10-15% (pre-money, investors will insist) Series A: 15-20% (refresh + new hires) Rule: negotiate pool size based on actual hiring plan for next 18 months Rule: over-allocating option pool dilutes founders — push back with data WATERFALL ANALYSIS Model returns at different exit values: | Exit Value | Preferred Return | Common Shares | Founder Payout | Investor Payout | |------------|-----------------|---------------|----------------|-----------------| | $10M | $X | $X | $X | $X | | $25M | $X | $X | $X | $X | | $50M | $X | $X | $X | $X | | $100M | $X | $X | $X | $X | Key terms that affect waterfall: - Liquidation preference (1x non-participating is standard — reject >1x or participating) - Participation rights (full participation = double-dip — resist this) - Anti-dilution (broad-based weighted average is standard — reject full ratchet)

CRM STRUCTURE (use Notion, Airtable, or spreadsheet) | Field | Description | |-------|------------| | Investor Name | Full name of partner/angel | | Fund / Firm | Fund name, vintage if known | | Stage | Fundraise stage they invest in | | Check Size | Typical investment amount | | Sector Focus | Relevant verticals (fintech, healthtech, sports, AI) | | Status | Cold / Warm Intro / First Meeting / Partner Meeting / Diligence / Term Sheet / Closed | | Warm Intro Source | Who makes the introduction | | Last Contact | Date of last interaction | | Next Step | Specific next action | | Notes | Meeting notes, feedback received | | Priority | A (strong fit) / B (good fit) / C (backup) | OUTREACH SEQUENCE 1. Warm intro request (Day 0) — Ask mutual connection for a double opt-in intro — Provide a forwardable blurb: 3 sentences on company + why this investor 2. First meeting (Day 3-7) — 30 minutes. Tell your story. Show traction. Gauge interest. — End with: "What would you need to see to move forward?" 3. Follow-up materials (Day 7-8) — Send deck + any requested data within 24 hours of meeting 4. Partner meeting (Day 14-21) — Deeper dive. Bring metrics, product demo, customer references. 5. Diligence (Day 21-35) — Open data room. Introduce to customers. Technical review. 6. Term sheet (Day 35-45) — Review with lawyer. Negotiate key terms. Don't sign same day. FOLLOW-UP CADENCE During active raise: - Never more than 5 business days between touches - Always have a reason to follow up (new metric, new customer, press mention) - "Just checking in" is not a follow-up — share something new - If no response after 3 follow-ups, move to "passive" — revisit next round PIPELINE RULES - Target 50-80 investors in initial list for seed round - Expect 20-30 first meetings from 50 outreach attempts - Expect 5-10 serious conversations from 20 first meetings - Expect 1-3 term sheets from 5 serious conversations - Run a tight process: 6-8 weeks from first meeting to close - Create urgency: batch meetings into 2-3 week windows - Never give an exploding term sheet — but do set timeline expectations

Fundraising Materials

Pre-Processing (Auto-Context)

Step 1: Classify the Fundraising Need

Fundraising Materials

Pre-Processing (Auto-Context)

Step 1: Classify the Fundraising Need

Step 2: Gather Context

Step 3: Pitch Deck Structure (12-15 Slides)

Pitch Deck Rules

Step 4: Investor Update Template (Monthly Email)

Step 5: Data Room Checklist

Step 6: Cap Table Scenarios

Step 7: Fundraising Pipeline

Artifact Generation (Required)

Step 8: Output Template

Things Mac

Trello

Production Scheduling

Jira Integration

Production Scheduling

Cost Aware Llm Pipeline