A practical workflow for the next decision
A fundraising list becomes useful when you can explain why each investor belongs on it. Stage, sector, cheque fit, current portfolio and the relevant partner all matter. This pack gives Claude 21 focused methods for researching those questions and preparing the work around a raise.
The sequence starts with the company and the round. It then moves through the investor universe, public-source research, partner fit, pitch development, meeting preparation and follow-up. You can use the whole pack as a reference or install only the skill needed for your next task.
For founders and advisers, the aim is a coherent process. The story in the outreach should match the evidence in the deck, the assumptions in the model and the answers in diligence. A missing fact should remain a research question instead of becoming a confident line in the pitch.
Free download. Choose an individual skill below if you prefer to start with one workflow.
How to work through the pack
Define the raise before looking for names. State the business, stage, target capital, intended use of funds and the milestones the round should support.
Qualify funds using evidence. Read official mandate and team pages, examine disclosed investments and check dates. Record uncertainty when cheque size, partner remit or current activity cannot be established.
Prepare the story and outreach. Connect the company evidence to the investor’s published interests. Draft a concise message and meeting brief, then review both before contacting anyone.
Keep the follow-up connected. Track investor questions, requested documents, next actions and the version of the evidence shared. Keep sensitive documents inside approved systems.
Bring the right inputs
- Company description, stage and fundraising objective
- Current pitch, model assumptions and permitted supporting evidence
- Known investor constraints and any existing relationship history
Try this first
Use the fundraising skills to review this round brief. Define investor fit, research a shortlist using official sources, and prepare the questions I must resolve before outreach. Do not invent contacts, cheque sizes or portfolio activity.Install a skill and run one task
- Download the pack, or choose one individual skill ZIP from the directory below.
- Upload that skill ZIP using the skill settings available in your Claude account. Keep the skill folder and its supporting files together. For Claude Code, place the skill folder in your project’s .claude/skills/ directory.
- Share the context, evidence and output you need. Ask Claude to use the selected skill, then review its answer before acting on it.
You can also attach selected Markdown instructions to a Claude Project as reference material. Account features and upload limits can differ; the archive includes a README and the complete skill folders so the instructions remain usable.
Free download. Choose an individual skill below if you prefer to start with one workflow.
The 21 skills in this pack
01
Cheque fit analyzer
Assess whether a round's requested allocation plausibly fits a fund's evidenced first-cheque behavior, vehicle, ownership model, and reserve strategy. Use after mandate verification. Do not infer cheque size from fund size alone.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)02
Diligence room manager
Organize investor diligence requests, evidence owners, document access, responses, and unresolved issues during a venture raise. Use once investors begin diligence. Do not disclose privileged or confidential material beyond authorized recipients.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)03
Evidence room audit
Audit a fundraising data room for completeness, consistency, freshness, access risk, and unsupported investor claims. Use before opening diligence or when investor questions reveal document gaps. Do not upload, share, or modify confidential files without authorization.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)04
Fund behavior profiler
Profile what a venture fund has actually backed recently and compare that behavior with its stated thesis. Use to test recency, stage drift, category depth, lead behavior, and partner patterns before outreach.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)05
Fund mandate verifier
Verify a venture fund's current stage, sector, geography, vehicle, deployment status, and stated mandate using dated public sources. Use when website positioning may be stale or too broad. Do not treat a keyword or old investment as current mandate proof.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)06
Fund universe builder
Build a deduplicated venture-fund research universe from explicit round-fit criteria and public evidence. Use to replace recycled investor lists with a traceable longlist. Do not infer private contacts or call an unverified fund a match.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)07
Fundraise run
Coordinate an evidence-led venture fundraising process from round definition and investor qualification through outreach, meetings, diligence, and close. Use when a founder wants to run or review the whole raise rather than one isolated fundraising task. Do not contact investors, change a CRM, or accept terms without explicit authorization.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)08
Fundraising close plan
Build a dependency-aware venture financing close plan covering investor decisions, diligence, documents, approvals, signatures, funds, and communications. Use after credible investor interest or terms emerge. Do not accept terms, sign, or move money.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)09
Fundraising crm review
Review an exported fundraising pipeline for stale follow-ups, stage inconsistency, missing evidence, concentration risk, and next actions. Use for weekly raise reviews. Do not edit a live CRM or infer investor interest from silence.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)10
Fundraising narrative
Turn a company's current evidence and round plan into a concise, defensible fundraising narrative for investor conversations and materials. Use to sharpen the story before outreach. Do not invent traction, market size, customer proof, or competitive claims.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)11
Intro request writer
Draft concise, forwardable introduction requests for a specific connector, qualified investor, and round. Use when a real warm path has been confirmed. Do not imply a relationship, endorsement, or permission that has not been established.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)12
Investor fit thesis
Convert a round brief into explicit investor-fit criteria and disqualifiers before building a fund list. Use when a founder needs a principled target definition instead of a broad VC directory.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)13
Investor meeting brief
Prepare a founder for a meeting with a specific venture fund and partner using the round narrative and verified investor research. Use before first calls, partner meetings, or diligence sessions.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)14
Outreach sequencer
Sequence qualified investors into fundraising outreach waves based on fit, evidence confidence, learning value, relationships, timing, and process risk. Use after fund and partner research. Do not send outreach or manufacture urgency.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)15
Partner fit mapper
Identify the partner or investor inside a venture firm most plausibly aligned with a company's category, stage, geography, and current portfolio. Use after the fund qualifies. Do not infer ownership, influence, or contact details from title alone.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)16
Partner question builder
Build high-signal questions for a VC partner meeting that test mandate, ownership, decision process, reserves, conflicts, support, and next steps. Use after investor research to resolve important unknowns without interrogating the investor.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)17
Portfolio conflict check
Screen a fund's current and exited portfolio for direct, adjacent, channel, customer, or strategic overlap with a fundraising company. Use before sharing sensitive information. Do not label overlap a conflict without evidence and founder review.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)18
Round definition
Define a venture round's amount, instrument, timing, use of funds, milestones, and investor constraints from current company evidence. Use before investor targeting or when the raise brief is vague. Do not present valuation or legal terms as professional advice.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)19
Term sheet comparator
Compare venture financing term sheets across economics, control, governance, downside, follow-on, and execution conditions in a decision-ready matrix. Use when founders have actual terms. This is not legal, tax, accounting, or investment advice.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)20
Vc outreach writer
Draft evidence-based cold or direct outreach to a specific qualified VC partner. Use when research has established a real fund and partner fit. Do not mass-personalize from weak signals or send messages without authorization.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)21
Warm path mapper
Map credible introduction paths from a founder's authorized relationship data to qualified funds and partners. Use to prioritize warm routes without fabricating familiarity. Do not access contacts, send messages, or expose private relationship data without authorization.
Output: A structured working draft with assumptions, evidence gaps and the next action to review.
Download this skill (.zip)Review the work, then tell the story
The skills prepare research and drafts. They do not guarantee introductions, investor replies or a completed raise.
Check current investor information and review all communications. Funding terms and legal documents need the appropriate professional review.
Once the evidence and conclusions are reviewed, turn them into a page brief: one main point, the supporting facts, the visual you need and the source notes. Oria helps turn that brief, rough layout or sketch into professional slides. It is the presentation layer; your reviewed analysis remains the source of truth.
For the next step, explore the financial modelling agent pack and the Claude skills for pitch books.
Frequently asked questions
What is included in the download?
The complete pack contains 21 Claude skills with supporting instructions and examples. The directory below also offers one ZIP per skill so you can start with a single workflow.
How do I use it?
Download a single skill ZIP and upload it through the skill settings available in your Claude account. For Claude Code, keep each skill folder intact under the project’s .claude/skills/ directory. You can also add selected Markdown instructions to a Claude Project as reference material.
How does Oria fit?
Use Claude to research, test and structure the answer. Once you have reviewed the content, Oria helps turn the brief, rough layout or sketch into professional, editable slides.
Free download. Choose an individual skill below if you prefer to start with one workflow.