LZH-YS1998
405 lines
13 KiB
YAML
405 lines
13 KiB
YAML
id: vc-investment-firm
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name: VC Investment Firm
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description: >
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Venture-capital investment organization for sector mapping, startup sourcing,
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technical and commercial due diligence, investment committee debate, and
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memo/PPT delivery.
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category: investment
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collaboration_pattern: hierarchical
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dag_summary: Brief->Research/Sourcing->DD->Bull/Bear IC->Top 3->Memo/PPT
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tags:
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- vc
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- investment
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- due-diligence
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- startup-scouting
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- market-research
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team_size: 8-21
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emoji: ''
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color: '#0f766e'
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toolsets:
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coordination:
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- file_read
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- file_search
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- list_dir
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- todo_write
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- todo_read
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- web_search
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- web_fetch
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research:
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- file_read
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- file_search
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- list_dir
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- todo_write
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- todo_read
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- web_search
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- web_fetch
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- browser_navigate
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- browser_navigate_back
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- browser_snapshot
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- browser_wait_for
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- browser_scroll
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- browser_take_screenshot
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analysis:
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- file_read
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- file_search
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- list_dir
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- todo_write
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- todo_read
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- web_search
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- web_fetch
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- browser_navigate
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- browser_navigate_back
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- browser_snapshot
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- browser_wait_for
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- browser_scroll
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- browser_take_screenshot
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- shell_exec
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- file_write
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- file_edit
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delivery:
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- shell_exec
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- file_read
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- file_write
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- file_edit
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- file_search
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- list_dir
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- web_search
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- web_fetch
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- todo_write
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- todo_read
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- browser_navigate
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- browser_snapshot
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- browser_take_screenshot
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roles:
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- id: managing_partner
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name: Managing Partner
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responsibility: Defines the investment mandate, target stage, sector focus, decision criteria, and final portfolio recommendation.
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reports_to: owner
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can_spawn:
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- investment_director
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- due_diligence_lead
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- investment_committee
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- report_delivery_lead
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icon: leader
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toolset: coordination
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prompt_refs:
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- Keep the team focused on investment decisions rather than raw research accumulation.
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- Final output must identify Top 3 companies, investment rationale, key risks, entry path, suggested stage, and follow-up plan.
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- id: investment_director
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name: Investment Director
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responsibility: Translates the user request into an investment research framework, screening criteria, task split, and candidate company shortlist.
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reports_to: managing_partner
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can_spawn:
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- sector_analyst
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- market_researcher
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- startup_scout
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- competitive_analyst
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- news_signal_analyst
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icon: strategy
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toolset: coordination
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prompt_refs:
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- 'Produce a clear VC research framework: market thesis, screening standard, candidate pool logic, and scoring rubric.'
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- Ask scouts and analysts for evidence tables, not generic summaries.
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- id: sector_analyst
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name: Sector Analyst
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responsibility: Evaluates whether the target sector can compound over the next 3-5 years, including demand drivers, inflection points, and adoption constraints.
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reports_to: investment_director
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icon: analytics
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toolset: research
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- id: market_researcher
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name: Market Researcher
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responsibility: Quantifies TAM/SAM/SOM, buyer budgets, growth rates, adoption curves, and comparable public or private market signals.
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reports_to: investment_director
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icon: analytics
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toolset: research
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- id: startup_scout
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name: Startup Scout
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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.
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reports_to: investment_director
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icon: target
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toolset: research
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prompt_refs:
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- 'Prioritize breadth first: gather a defensible longlist before ranking.'
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- Separate verified facts from inferred signals and keep source URLs next to every company row.
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- id: competitive_analyst
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name: Competitive Analyst
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responsibility: Maps incumbents, startup competitors, substitute technologies, market positioning, moat strength, differentiation, and big-tech pressure.
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reports_to: investment_director
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icon: team
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toolset: research
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- id: news_signal_analyst
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name: News & Signal Analyst
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responsibility: Tracks recent market signals, customer wins, launches, layoffs, regulatory movement, hiring velocity, GitHub activity, and investor interest.
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reports_to: investment_director
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icon: marketing
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toolset: research
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- id: due_diligence_lead
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name: Due Diligence Lead
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responsibility: Turns the shortlist into a diligence plan, coordinates specialist checks, resolves contradictions, and synthesizes company-level conviction.
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reports_to: managing_partner
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can_spawn:
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- technical_dd_analyst
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- business_dd_analyst
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- financial_analyst
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- risk_legal_analyst
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icon: clipboard
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toolset: coordination
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prompt_refs:
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- Force each diligence stream to give a verdict, confidence level, and disconfirming evidence.
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- Maintain a comparable scorecard across all shortlisted companies.
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- id: technical_dd_analyst
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name: Technical DD Analyst
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responsibility: Assesses technical moat, architecture credibility, benchmarks, patents, papers, open-source projects, GitHub traction, team technical depth, and scalability.
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reports_to: due_diligence_lead
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icon: code
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toolset: analysis
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- id: business_dd_analyst
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name: Business DD Analyst
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responsibility: Evaluates target customers, sales motion, pricing model, evidence of ARR or revenue, deployment friction, customer concentration, and go-to-market defensibility.
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reports_to: due_diligence_lead
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icon: strategy
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toolset: research
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- id: financial_analyst
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name: Financial Analyst
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responsibility: Analyzes financing history, investors, valuation signals, burn-rate implications, round dynamics, comparable valuations, exit routes, and upside risk/reward.
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reports_to: due_diligence_lead
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icon: analytics
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toolset: analysis
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- id: risk_legal_analyst
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name: Risk & Legal Analyst
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responsibility: Finds privacy, open-source license, supply-chain, geopolitical, customer concentration, regulatory, IP, and founder-stability risks.
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reports_to: due_diligence_lead
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icon: security
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toolset: research
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prompt_refs:
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- Actively search for reasons not to invest; do not let opportunity framing hide material risks.
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- id: investment_committee
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name: Investment Committee Chair
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responsibility: Runs structured bull-case and bear-case review, compares evidence quality, and prepares the decision package for the Managing Partner.
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reports_to: managing_partner
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can_spawn:
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- bull_case_reviewer
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- bear_case_reviewer
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- final_decision_reviewer
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icon: team
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toolset: coordination
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- id: bull_case_reviewer
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name: Bull Case Reviewer
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responsibility: Builds the strongest evidence-backed case for why each shortlisted company should be funded now.
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reports_to: investment_committee
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icon: idea
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toolset: research
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- id: bear_case_reviewer
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name: Bear Case Reviewer
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responsibility: Builds the strongest evidence-backed case against investing, including timing, valuation, technical, market, and execution objections.
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reports_to: investment_committee
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icon: bug
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toolset: research
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- id: final_decision_reviewer
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name: Final Decision Reviewer
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responsibility: Reconciles bull and bear cases, ranks companies, explains confidence, and flags follow-up diligence before partner approval.
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reports_to: investment_committee
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icon: clipboard
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toolset: coordination
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- id: report_delivery_lead
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name: Report & Delivery Lead
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responsibility: 'Owns final deliverables: investment memo, scorecard, market map, competitive matrix, financing timeline, PPT, data table, and charts.'
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reports_to: managing_partner
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can_spawn:
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- data_analyst
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- investment_memo_writer
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- ppt_designer
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- visualization_specialist
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icon: layout
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toolset: coordination
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- id: data_analyst
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name: Data Analyst
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responsibility: Normalizes company data, computes scorecards, creates comparable tables, and prepares chart-ready datasets.
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reports_to: report_delivery_lead
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icon: database
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toolset: analysis
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- id: investment_memo_writer
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name: Investment Memo Writer
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responsibility: Writes a partner-quality investment memo with thesis, market, company analysis, diligence evidence, risks, valuation view, and recommendation.
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reports_to: report_delivery_lead
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icon: writing
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toolset: delivery
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- id: ppt_designer
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name: PPT Designer
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responsibility: Turns the investment memo into a concise VC-style presentation with clear hierarchy, scorecards, market maps, and decision slides.
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reports_to: report_delivery_lead
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icon: design
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toolset: delivery
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- id: visualization_specialist
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name: Visualization Specialist
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responsibility: Creates market maps, competitor matrices, financing timelines, scoring charts, and visual summaries for the final report and PPT.
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reports_to: report_delivery_lead
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icon: analytics
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toolset: analysis
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work_item_templates:
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- id: investment_brief
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title: Investment Brief
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role_id: managing_partner
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dependencies: []
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parallel_group: null
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- id: research_framework
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title: Research Framework
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role_id: investment_director
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dependencies:
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- investment_brief
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parallel_group: null
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- id: sector_thesis
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title: Sector Thesis
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role_id: sector_analyst
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dependencies:
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- research_framework
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parallel_group: research
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- id: market_sizing
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title: Market Sizing
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role_id: market_researcher
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dependencies:
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- research_framework
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parallel_group: research
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- id: company_sourcing
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title: Company Sourcing
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role_id: startup_scout
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dependencies:
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- research_framework
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parallel_group: sourcing
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- id: signal_scan
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title: News & Signal Scan
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role_id: news_signal_analyst
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dependencies:
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- research_framework
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parallel_group: sourcing
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- id: competitive_map
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title: Competitive Map
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role_id: competitive_analyst
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dependencies:
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- sector_thesis
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- company_sourcing
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parallel_group: null
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- id: candidate_shortlist
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title: Candidate Shortlist
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role_id: investment_director
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dependencies:
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- sector_thesis
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- market_sizing
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- company_sourcing
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- signal_scan
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- competitive_map
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parallel_group: null
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gate:
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type: review
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reviewer_role: managing_partner
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- id: dd_plan
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title: Diligence Plan
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role_id: due_diligence_lead
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dependencies:
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- candidate_shortlist
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parallel_group: null
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- id: technical_dd
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title: Technical DD
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role_id: technical_dd_analyst
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dependencies:
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- dd_plan
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parallel_group: diligence
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- id: business_dd
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title: Business DD
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role_id: business_dd_analyst
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dependencies:
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- dd_plan
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parallel_group: diligence
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- id: financial_dd
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title: Financial DD
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role_id: financial_analyst
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dependencies:
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- dd_plan
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parallel_group: diligence
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- id: risk_legal_dd
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title: Risk & Legal DD
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role_id: risk_legal_analyst
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dependencies:
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- dd_plan
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parallel_group: diligence
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- id: dd_synthesis
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title: DD Synthesis
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role_id: due_diligence_lead
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dependencies:
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- technical_dd
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- business_dd
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- financial_dd
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- risk_legal_dd
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parallel_group: null
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gate:
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type: review
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reviewer_role: investment_director
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- id: bull_case
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title: Bull Case
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role_id: bull_case_reviewer
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dependencies:
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- dd_synthesis
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parallel_group: committee
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- id: bear_case
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title: Bear Case
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role_id: bear_case_reviewer
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dependencies:
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- dd_synthesis
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parallel_group: committee
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- id: decision_review
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title: Decision Review
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role_id: final_decision_reviewer
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dependencies:
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- bull_case
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- bear_case
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parallel_group: null
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gate:
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type: review
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reviewer_role: investment_committee
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- id: final_investment_decision
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title: Final Investment Decision
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role_id: managing_partner
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dependencies:
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- decision_review
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parallel_group: null
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gate:
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type: approval
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reviewer_role: managing_partner
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- id: dataset_scoring
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title: Dataset & Scorecard
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role_id: data_analyst
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dependencies:
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- dd_synthesis
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parallel_group: delivery
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- id: investment_memo
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title: Investment Memo
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role_id: investment_memo_writer
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dependencies:
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- decision_review
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- dataset_scoring
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parallel_group: delivery
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- id: visualizations
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title: Visualizations
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role_id: visualization_specialist
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dependencies:
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- dataset_scoring
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parallel_group: delivery
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- id: pitch_deck
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title: PPT Deck
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role_id: ppt_designer
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dependencies:
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- investment_memo
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- visualizations
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parallel_group: null
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- id: final_delivery
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title: Final VC Deliverables
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role_id: report_delivery_lead
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dependencies:
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- final_investment_decision
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- investment_memo
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- pitch_deck
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parallel_group: null
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gate:
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type: approval
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reviewer_role: managing_partner
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