id: vc-investment-firm
name: VC Investment Firm
description: >
  Venture-capital investment organization for sector mapping, startup sourcing,
  technical and commercial due diligence, investment committee debate, and
  memo/PPT delivery.
category: investment
collaboration_pattern: hierarchical
dag_summary: Brief->Research/Sourcing->DD->Bull/Bear IC->Top 3->Memo/PPT
tags:
  - vc
  - investment
  - due-diligence
  - startup-scouting
  - market-research
team_size: 8-21
emoji: ''
color: '#0f766e'
toolsets:
  coordination:
    - file_read
    - file_search
    - list_dir
    - todo_write
    - todo_read
    - web_search
    - web_fetch
  research:
    - file_read
    - file_search
    - list_dir
    - todo_write
    - todo_read
    - web_search
    - web_fetch
    - browser_navigate
    - browser_navigate_back
    - browser_snapshot
    - browser_wait_for
    - browser_scroll
    - browser_take_screenshot
  analysis:
    - file_read
    - file_search
    - list_dir
    - todo_write
    - todo_read
    - web_search
    - web_fetch
    - browser_navigate
    - browser_navigate_back
    - browser_snapshot
    - browser_wait_for
    - browser_scroll
    - browser_take_screenshot
    - shell_exec
    - file_write
    - file_edit
  delivery:
    - shell_exec
    - file_read
    - file_write
    - file_edit
    - file_search
    - list_dir
    - web_search
    - web_fetch
    - todo_write
    - todo_read
    - browser_navigate
    - browser_snapshot
    - browser_take_screenshot
roles:
  - id: managing_partner
    name: Managing Partner
    responsibility: Defines the investment mandate, target stage, sector focus, decision criteria, and final portfolio recommendation.
    reports_to: owner
    can_spawn:
      - investment_director
      - due_diligence_lead
      - investment_committee
      - report_delivery_lead
    icon: leader
    toolset: coordination
    prompt_refs:
      - Keep the team focused on investment decisions rather than raw research accumulation.
      - Final output must identify Top 3 companies, investment rationale, key risks, entry path, suggested stage, and follow-up plan.
  - id: investment_director
    name: Investment Director
    responsibility: Translates the user request into an investment research framework, screening criteria, task split, and candidate company shortlist.
    reports_to: managing_partner
    can_spawn:
      - sector_analyst
      - market_researcher
      - startup_scout
      - competitive_analyst
      - news_signal_analyst
    icon: strategy
    toolset: coordination
    prompt_refs:
      - 'Produce a clear VC research framework: market thesis, screening standard, candidate pool logic, and scoring rubric.'
      - Ask scouts and analysts for evidence tables, not generic summaries.
  - id: sector_analyst
    name: Sector Analyst
    responsibility: Evaluates whether the target sector can compound over the next 3-5 years, including demand drivers, inflection points, and adoption constraints.
    reports_to: investment_director
    icon: analytics
    toolset: research
  - id: market_researcher
    name: Market Researcher
    responsibility: Quantifies TAM/SAM/SOM, buyer budgets, growth rates, adoption curves, and comparable public or private market signals.
    reports_to: investment_director
    icon: analytics
    toolset: research
  - id: startup_scout
    name: Startup Scout
    responsibility: Builds a broad candidate pool with founding date, headquarters, funding stage, amount raised, investors, product, customers, news, website, LinkedIn, Crunchbase, PitchBook, GitHub, and source URLs.
    reports_to: investment_director
    icon: target
    toolset: research
    prompt_refs:
      - 'Prioritize breadth first: gather a defensible longlist before ranking.'
      - Separate verified facts from inferred signals and keep source URLs next to every company row.
  - id: competitive_analyst
    name: Competitive Analyst
    responsibility: Maps incumbents, startup competitors, substitute technologies, market positioning, moat strength, differentiation, and big-tech pressure.
    reports_to: investment_director
    icon: team
    toolset: research
  - id: news_signal_analyst
    name: News & Signal Analyst
    responsibility: Tracks recent market signals, customer wins, launches, layoffs, regulatory movement, hiring velocity, GitHub activity, and investor interest.
    reports_to: investment_director
    icon: marketing
    toolset: research
  - id: due_diligence_lead
    name: Due Diligence Lead
    responsibility: Turns the shortlist into a diligence plan, coordinates specialist checks, resolves contradictions, and synthesizes company-level conviction.
    reports_to: managing_partner
    can_spawn:
      - technical_dd_analyst
      - business_dd_analyst
      - financial_analyst
      - risk_legal_analyst
    icon: clipboard
    toolset: coordination
    prompt_refs:
      - Force each diligence stream to give a verdict, confidence level, and disconfirming evidence.
      - Maintain a comparable scorecard across all shortlisted companies.
  - id: technical_dd_analyst
    name: Technical DD Analyst
    responsibility: Assesses technical moat, architecture credibility, benchmarks, patents, papers, open-source projects, GitHub traction, team technical depth, and scalability.
    reports_to: due_diligence_lead
    icon: code
    toolset: analysis
  - id: business_dd_analyst
    name: Business DD Analyst
    responsibility: Evaluates target customers, sales motion, pricing model, evidence of ARR or revenue, deployment friction, customer concentration, and go-to-market defensibility.
    reports_to: due_diligence_lead
    icon: strategy
    toolset: research
  - id: financial_analyst
    name: Financial Analyst
    responsibility: Analyzes financing history, investors, valuation signals, burn-rate implications, round dynamics, comparable valuations, exit routes, and upside risk/reward.
    reports_to: due_diligence_lead
    icon: analytics
    toolset: analysis
  - id: risk_legal_analyst
    name: Risk & Legal Analyst
    responsibility: Finds privacy, open-source license, supply-chain, geopolitical, customer concentration, regulatory, IP, and founder-stability risks.
    reports_to: due_diligence_lead
    icon: security
    toolset: research
    prompt_refs:
      - Actively search for reasons not to invest; do not let opportunity framing hide material risks.
  - id: investment_committee
    name: Investment Committee Chair
    responsibility: Runs structured bull-case and bear-case review, compares evidence quality, and prepares the decision package for the Managing Partner.
    reports_to: managing_partner
    can_spawn:
      - bull_case_reviewer
      - bear_case_reviewer
      - final_decision_reviewer
    icon: team
    toolset: coordination
  - id: bull_case_reviewer
    name: Bull Case Reviewer
    responsibility: Builds the strongest evidence-backed case for why each shortlisted company should be funded now.
    reports_to: investment_committee
    icon: idea
    toolset: research
  - id: bear_case_reviewer
    name: Bear Case Reviewer
    responsibility: Builds the strongest evidence-backed case against investing, including timing, valuation, technical, market, and execution objections.
    reports_to: investment_committee
    icon: bug
    toolset: research
  - id: final_decision_reviewer
    name: Final Decision Reviewer
    responsibility: Reconciles bull and bear cases, ranks companies, explains confidence, and flags follow-up diligence before partner approval.
    reports_to: investment_committee
    icon: clipboard
    toolset: coordination
  - id: report_delivery_lead
    name: Report & Delivery Lead
    responsibility: 'Owns final deliverables: investment memo, scorecard, market map, competitive matrix, financing timeline, PPT, data table, and charts.'
    reports_to: managing_partner
    can_spawn:
      - data_analyst
      - investment_memo_writer
      - ppt_designer
      - visualization_specialist
    icon: layout
    toolset: coordination
  - id: data_analyst
    name: Data Analyst
    responsibility: Normalizes company data, computes scorecards, creates comparable tables, and prepares chart-ready datasets.
    reports_to: report_delivery_lead
    icon: database
    toolset: analysis
  - id: investment_memo_writer
    name: Investment Memo Writer
    responsibility: Writes a partner-quality investment memo with thesis, market, company analysis, diligence evidence, risks, valuation view, and recommendation.
    reports_to: report_delivery_lead
    icon: writing
    toolset: delivery
  - id: ppt_designer
    name: PPT Designer
    responsibility: Turns the investment memo into a concise VC-style presentation with clear hierarchy, scorecards, market maps, and decision slides.
    reports_to: report_delivery_lead
    icon: design
    toolset: delivery
  - id: visualization_specialist
    name: Visualization Specialist
    responsibility: Creates market maps, competitor matrices, financing timelines, scoring charts, and visual summaries for the final report and PPT.
    reports_to: report_delivery_lead
    icon: analytics
    toolset: analysis
work_item_templates:
  - id: investment_brief
    title: Investment Brief
    role_id: managing_partner
    dependencies: []
    parallel_group: null
  - id: research_framework
    title: Research Framework
    role_id: investment_director
    dependencies:
      - investment_brief
    parallel_group: null
  - id: sector_thesis
    title: Sector Thesis
    role_id: sector_analyst
    dependencies:
      - research_framework
    parallel_group: research
  - id: market_sizing
    title: Market Sizing
    role_id: market_researcher
    dependencies:
      - research_framework
    parallel_group: research
  - id: company_sourcing
    title: Company Sourcing
    role_id: startup_scout
    dependencies:
      - research_framework
    parallel_group: sourcing
  - id: signal_scan
    title: News & Signal Scan
    role_id: news_signal_analyst
    dependencies:
      - research_framework
    parallel_group: sourcing
  - id: competitive_map
    title: Competitive Map
    role_id: competitive_analyst
    dependencies:
      - sector_thesis
      - company_sourcing
    parallel_group: null
  - id: candidate_shortlist
    title: Candidate Shortlist
    role_id: investment_director
    dependencies:
      - sector_thesis
      - market_sizing
      - company_sourcing
      - signal_scan
      - competitive_map
    parallel_group: null
    gate:
      type: review
      reviewer_role: managing_partner
  - id: dd_plan
    title: Diligence Plan
    role_id: due_diligence_lead
    dependencies:
      - candidate_shortlist
    parallel_group: null
  - id: technical_dd
    title: Technical DD
    role_id: technical_dd_analyst
    dependencies:
      - dd_plan
    parallel_group: diligence
  - id: business_dd
    title: Business DD
    role_id: business_dd_analyst
    dependencies:
      - dd_plan
    parallel_group: diligence
  - id: financial_dd
    title: Financial DD
    role_id: financial_analyst
    dependencies:
      - dd_plan
    parallel_group: diligence
  - id: risk_legal_dd
    title: Risk & Legal DD
    role_id: risk_legal_analyst
    dependencies:
      - dd_plan
    parallel_group: diligence
  - id: dd_synthesis
    title: DD Synthesis
    role_id: due_diligence_lead
    dependencies:
      - technical_dd
      - business_dd
      - financial_dd
      - risk_legal_dd
    parallel_group: null
    gate:
      type: review
      reviewer_role: investment_director
  - id: bull_case
    title: Bull Case
    role_id: bull_case_reviewer
    dependencies:
      - dd_synthesis
    parallel_group: committee
  - id: bear_case
    title: Bear Case
    role_id: bear_case_reviewer
    dependencies:
      - dd_synthesis
    parallel_group: committee
  - id: decision_review
    title: Decision Review
    role_id: final_decision_reviewer
    dependencies:
      - bull_case
      - bear_case
    parallel_group: null
    gate:
      type: review
      reviewer_role: investment_committee
  - id: final_investment_decision
    title: Final Investment Decision
    role_id: managing_partner
    dependencies:
      - decision_review
    parallel_group: null
    gate:
      type: approval
      reviewer_role: managing_partner
  - id: dataset_scoring
    title: Dataset & Scorecard
    role_id: data_analyst
    dependencies:
      - dd_synthesis
    parallel_group: delivery
  - id: investment_memo
    title: Investment Memo
    role_id: investment_memo_writer
    dependencies:
      - decision_review
      - dataset_scoring
    parallel_group: delivery
  - id: visualizations
    title: Visualizations
    role_id: visualization_specialist
    dependencies:
      - dataset_scoring
    parallel_group: delivery
  - id: pitch_deck
    title: PPT Deck
    role_id: ppt_designer
    dependencies:
      - investment_memo
      - visualizations
    parallel_group: null
  - id: final_delivery
    title: Final VC Deliverables
    role_id: report_delivery_lead
    dependencies:
      - final_investment_decision
      - investment_memo
      - pitch_deck
    parallel_group: null
    gate:
      type: approval
      reviewer_role: managing_partner