Menu

Individual skill

equity-sourcing

0upvotes

Defines an equity raise, maps investors by mandate and check size, scores fit, and returns a shortlist with rationale. Use when you need equity investors that fit the raise.

packs/investment-banking/skills/equity-sourcing/SKILL.md

Read pinned source

Source commit e19bba60ec18203161854532f283a19023c20d3d

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
No
Repository scan complete
No
Skill scan complete
Yes
Observed behavior
Not checked yet
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
25
Repository last updated
Sep 10, 2026
License
MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Equity Sourcing Agent

## When to use
Use this agent when a company is raising equity and you must identify which investors are the right fit. The trigger is a defined or forming equity round where the issuer wants a targeted list of investors whose mandate, stage, and check size match the raise, rather than a broad untargeted outreach.

## What it does
It produces an equity investor shortlist with fit rationale: the investors most likely to lead or participate, why each fits, and the angle to use with each.

## Method
This agent runs a structured equity investor sourcing process.

1. Define the raise and stage. Fix the amount, the round type (growth, late-stage private, pre-IPO, PIPE), the use of proceeds, and the valuation expectation.
   - Establish whether the round needs a lead and how much room is left for co-investors after the lead is set.
   - Pitfall: sizing the round without a use-of-proceeds bridge, which makes the valuation ask hard to defend.
Back to top