Files
OpenOPC/.opc/config/company_orgs/org_vc-investment-firm_config.yaml
T
LZH-YS1998 35fa717cf6 config: give all native org roles the full toolset via empty tools lists
Empty role tools lists resolve to every registered general tool for
native agents (external agents were never restricted), letting the
model pick tools itself across all five org configs (40 roles).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-09 20:45:55 +08:00

817 lines
27 KiB
YAML

schema_version: 2
kind: opc_org_architecture
organization_id: vc-investment-firm
organization_name: VC Investment Firm
company:
name: VC Investment Firm
topology: Corporate Structure
company_profile: custom
execution_model: actor_runtime
final_decider_role_id: managing_partner
company_profiles:
- corporate
- custom
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
icon: leader
can_spawn:
- investment_director
- due_diligence_lead
- investment_committee
- report_delivery_lead
tools: []
preferred_external_agent: null
prompt_refs:
- 'You are the Managing Partner. Defines the investment mandate, target stage, sector
focus, decision criteria, and final portfolio recommendation. Coordinate work
with: Investment Director, Due Diligence Lead, Investment Committee Chair, Report
& Delivery Lead. Delegate tasks appropriately and aggregate results. Review outputs
for quality and correctness. Approve quality work or request changes.'
- 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.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: native
allowed_downstream_roles:
- investment_director
- due_diligence_lead
- investment_committee
- report_delivery_lead
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: coordinator
coordinator_policy: null
- 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
icon: strategy
can_spawn:
- sector_analyst
- market_researcher
- startup_scout
- competitive_analyst
- news_signal_analyst
tools: []
preferred_external_agent: null
prompt_refs:
- 'You are the Investment Director. Translates the user request into an investment
research framework, screening criteria, task split, and candidate company shortlist.
Coordinate work with: Sector Analyst, Market Researcher, Startup Scout, Competitive
Analyst, News & Signal Analyst. Delegate tasks appropriately and aggregate results.
Review outputs for quality and correctness. Approve quality work or request changes.'
- '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.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: native
allowed_downstream_roles:
- sector_analyst
- market_researcher
- startup_scout
- competitive_analyst
- news_signal_analyst
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: coordinator
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Sector Analyst. Evaluates whether the target sector can compound over
the next 3-5 years, including demand drivers, inflection points, and adoption
constraints. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Market Researcher. Quantifies TAM/SAM/SOM, buyer budgets, growth rates,
adoption curves, and comparable public or private market signals. Focus on delivering
quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Startup Scout. 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. Focus on delivering quality work
within your area of expertise.
- 'Prioritize breadth first: gather a defensible longlist before ranking.'
- Separate verified facts from inferred signals and keep source URLs next to every
company row.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Competitive Analyst. Maps incumbents, startup competitors, substitute
technologies, market positioning, moat strength, differentiation, and big-tech
pressure. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the News & Signal Analyst. Tracks recent market signals, customer wins,
launches, layoffs, regulatory movement, hiring velocity, GitHub activity, and
investor interest. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
icon: clipboard
can_spawn:
- technical_dd_analyst
- business_dd_analyst
- financial_analyst
- risk_legal_analyst
tools: []
preferred_external_agent: null
prompt_refs:
- 'You are the Due Diligence Lead. Turns the shortlist into a diligence plan, coordinates
specialist checks, resolves contradictions, and synthesizes company-level conviction.
Coordinate work with: Technical DD Analyst, Business DD Analyst, Financial Analyst,
Risk & Legal Analyst. Delegate tasks appropriately and aggregate results.'
- Force each diligence stream to give a verdict, confidence level, and disconfirming
evidence.
- Maintain a comparable scorecard across all shortlisted companies.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: native
allowed_downstream_roles:
- technical_dd_analyst
- business_dd_analyst
- financial_analyst
- risk_legal_analyst
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: coordinator
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Technical DD Analyst. Assesses technical moat, architecture credibility,
benchmarks, patents, papers, open-source projects, GitHub traction, team technical
depth, and scalability. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: claude_code
prompt_refs:
- You are the Business DD Analyst. Evaluates target customers, sales motion, pricing
model, evidence of ARR or revenue, deployment friction, customer concentration,
and go-to-market defensibility. Focus on delivering quality work within your area
of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Financial Analyst. Analyzes financing history, investors, valuation
signals, burn-rate implications, round dynamics, comparable valuations, exit routes,
and upside risk/reward. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Risk & Legal Analyst. Finds privacy, open-source license, supply-chain,
geopolitical, customer concentration, regulatory, IP, and founder-stability risks.
Focus on delivering quality work within your area of expertise.
- Actively search for reasons not to invest; do not let opportunity framing hide
material risks.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
icon: team
can_spawn:
- bull_case_reviewer
- bear_case_reviewer
- final_decision_reviewer
tools: []
preferred_external_agent: null
prompt_refs:
- 'You are the Investment Committee Chair. Runs structured bull-case and bear-case
review, compares evidence quality, and prepares the decision package for the Managing
Partner. Coordinate work with: Bull Case Reviewer, Bear Case Reviewer, Final Decision
Reviewer. Delegate tasks appropriately and aggregate results. Review outputs for
quality and correctness. Approve quality work or request changes.'
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: native
allowed_downstream_roles:
- bull_case_reviewer
- bear_case_reviewer
- final_decision_reviewer
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: coordinator
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Bull Case Reviewer. Builds the strongest evidence-backed case for
why each shortlisted company should be funded now. Focus on delivering quality
work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Bear Case Reviewer. Builds the strongest evidence-backed case against
investing, including timing, valuation, technical, market, and execution objections.
Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Final Decision Reviewer. Reconciles bull and bear cases, ranks companies,
explains confidence, and flags follow-up diligence before partner approval. Focus
on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
icon: layout
can_spawn:
- data_analyst
- investment_memo_writer
- ppt_designer
- visualization_specialist
tools: []
preferred_external_agent: null
prompt_refs:
- 'You are the Report & Delivery Lead. Owns final deliverables: investment memo,
scorecard, market map, competitive matrix, financing timeline, PPT, data table,
and charts. Coordinate work with: Data Analyst, Investment Memo Writer, PPT Designer,
Visualization Specialist. Delegate tasks appropriately and aggregate results.'
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: native
allowed_downstream_roles:
- data_analyst
- investment_memo_writer
- ppt_designer
- visualization_specialist
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: coordinator
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Data Analyst. Normalizes company data, computes scorecards, creates
comparable tables, and prepares chart-ready datasets. Focus on delivering quality
work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Investment Memo Writer. Writes a partner-quality investment memo with
thesis, market, company analysis, diligence evidence, risks, valuation view, and
recommendation. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the PPT Designer. Turns the investment memo into a concise VC-style presentation
with clear hierarchy, scorecards, market maps, and decision slides. Focus on delivering
quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
- 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
can_spawn: []
tools: []
preferred_external_agent: null
prompt_refs:
- You are the Visualization Specialist. Creates market maps, competitor matrices,
financing timelines, scoring charts, and visual summaries for the final report
and PPT. Focus on delivering quality work within your area of expertise.
skill_refs: []
handoff_template_ref: null
memory_policy_ref: null
artifact_contract_ref: null
runtime_policy:
execution_strategy: auto
allowed_downstream_roles: []
review_role: null
default_turn_type: work
shell_timeout_override: null
setup_env_type: null
coordination_hints: {}
signal_capabilities: []
parallelism_constraints: []
gate_preferences: {}
capabilities: []
role_type: worker
coordinator_policy: null
employees: []
escalation_rules: []
runtime_policies:
custom:
communication:
default_mode: dm
blocking_default: true
meeting_required_for: []
allow_broadcast: true
memory:
include_role_memory: false
include_project_memory: false
include_decision_log: true
include_artifact_index: true
recent_history_lines: 12
handoff:
require_structured_handoff: true
require_ack: true
include_risks: true
include_open_questions: true
artifact:
enforce_contract: false
require_artifact_index: true
required_kinds: []
review:
enable_work_item_gates: false
strict_gate_inference: true
require_reviewer_role: true
allow_human_override: true
gate_harness:
enabled: true
decision_mode: agent_first
default_degrade_policy: allow
auto_infer_turn_kind: true
auto_infer_gate_profile: true
max_rework_rounds_per_issue: 2
stagnation_threshold: 2
allow_pass_with_constraints: true
enable_delivery_constraints_propagation: true
agent_model: ''
agent_confidence_threshold: 0.55
fallback_to_rules_on_parse_error: true
builtin_blocker_map:
workspace_mismatch: rework_same_work_item
missing_required_artifact: rework_same_work_item
verification_missing: rework_same_work_item
dependency_not_ready: rework_same_work_item
cross_work_item_conflict: replan
external_secret_missing: await_user_decision
permission_missing: escalate
environment_capability_gap: pass_with_constraints
quality_gap: rework_same_work_item
goal_env_mismatch: replan
unresolved_user_visible_risk: pass_with_constraints
turn_kind_overrides: {}
gate_profile_overrides: {}
parallel:
auto_dispatch: true
review_gate_enabled: true
max_workers: 10
coordination:
inference_mode: llm_primary
fallback_mode: conservative
strict_gate_turn_kinds:
- verify
- deliver
mixed_gate_turn_kinds:
- synthesize
- review
- integration
allow_manager_release_for_mixed_only: true
allow_custom_signals: true
talent_templates: []
teams: []
team_runtime:
default_team_id: ''
shared_role_session_scope: team
allow_shared_role_sessions: true
seat_refresh_interval_seconds: 30
metadata: {}
installed_packages: []
role_serial_queue_enabled: true
metadata:
source: org_mode
organization_config_file: company_orgs/org_vc-investment-firm_config.yaml