Investor Profiler

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by testacode · vlatest · Repository

Analyzes investment data to generate detailed investor profiles, helping you understand risk tolerance and potential investment strategies effectively.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add investor-profiler npx -- -y @trustedskills/investor-profiler
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "investor-profiler": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/investor-profiler"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

The investor-profiler skill analyzes textual data to generate a profile of an investor, identifying their investment preferences and risk tolerance. It can extract key information from sources like pitch decks, articles, or interview transcripts. This allows users to quickly understand an investor's focus areas and typical deal sizes.

When to use it

  • Due diligence: Quickly assess the investment history and preferences of a potential investor before reaching out.
  • Fundraising preparation: Understand which investors are most likely to be interested in your startup based on their past investments.
  • Deal sourcing: Identify investors who align with your company's stage, industry, and values.
  • Investor research: Gain insights into an investor’s portfolio strategy from available public information.

Key capabilities

  • Investment preference extraction
  • Risk tolerance assessment
  • Portfolio analysis
  • Deal size identification

Example prompts

  • "Analyze this pitch deck [link to pitch deck] and create a profile of the investors."
  • "Based on this article [link to article], what are the investment areas this investor focuses on?"
  • “Summarize the typical deal sizes for investments made by this firm: [firm name].”

Tips & gotchas

The quality of the generated investor profile depends heavily on the clarity and completeness of the input data. Providing a well-structured document or transcript will yield more accurate results.

Tags

🛡️

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Details

Version
vlatest
License
Author
testacode
Installs
10

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Passed automated security scans.