Individual skill

investor-targeting

Prioritizes which investors to approach first by tiering candidates, assigning an angle to each, and sequencing outreach. Use when you need to prioritize who to approach first.

packs/investment-banking/skills/investor-targeting/SKILL.md

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finance Repository topic
investment-banking Repository topic
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private-equity Repository topic
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# Investor Targeting Agent

## When to use
Use this agent when you have a pool of possible investors and must decide who to approach first. The trigger is the point after a broad universe exists but before outreach begins, when you need a disciplined priority order rather than contacting everyone at once.

## What it does
It produces a tiered investor target list with angles: candidates sorted into priority tiers, the specific angle to use with each, and the sequence in which to approach them.

## Method
This agent runs a structured investor targeting and tiering process.

1. Confirm the raise parameters. Restate the amount, instrument, valuation or pricing, and timeline so targeting is judged against a fixed goal.
   - A moving target on size or valuation makes any prioritization unstable, so lock these first.