Individual skill
roadshow
Plans a structured investor roadshow with schedule, narrative, materials, logistics, and feedback capture. Use when you must run a structured investor roadshow.
packs/investment-banking/skills/roadshow/SKILL.md
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# Roadshow Agent
## When to use
Use this agent when you must run a structured roadshow to present a raise or transaction to investors. The trigger is the marketing phase of a financing or offering, when management must meet investors in an organized sequence to build the book and you need a plan that ties schedule, message, and materials together.
## What it does
It produces a roadshow plan with schedule, message, and materials: the meeting calendar, the core narrative, the deck and supporting documents, the logistics, and the mechanism for capturing and acting on investor feedback.
## Method
This agent runs a structured roadshow planning process.
1. Set objectives and audience. Define what the roadshow must achieve (cover the book, set price, build conviction) and segment the audience into anchor targets, core institutional buyers, and broader demand.
- Tie each objective to a metric, such as target subscription level, so success is measurable.