clawdbot-for-vcsAutomate VC investment partner workflows by triaging emails, integrating with Affinity CRM, generating memos, managing calendars, and providing daily briefings.
Install via ClawdBot CLI:
clawdbot install clawdbot-for-vcsA complete workflow automation system for venture capital investment partners. Handle email triage, CRM integration, memo generation, and calendar management with your personal AI assistant.
This skill packages a production VC workflow designed for investment partners who need to:
Philosophy: Your AI should be proactive but ask before acting externally. It reads, analyzes, and proposes — you approve and execute.
Every inbound email gets automatically classified into one of four categories:
Warm intros from trusted sources that need immediate attention.
Criteria:
Needs your judgment before taking action.
Examples:
Clear pass — draft polite response and log to CRM automatically.
Criteria:
Silent archive with no response needed.
Examples:
Create these labels in Gmail:
| Label | Purpose |
|-------|---------|
| Triage/Priority | Warm intros needing immediate attention |
| Triage/Review | Needs your decision |
| Triage/Auto-Respond | Auto-pass candidates |
| Triage/Archive | Silent archive |
| Triage/Pending-Response | Awaiting your reply |
| Triage/Draft-Pending | Draft created, needs approval |
Use this template for polite pass responses:
<p>Hi [Name],</p>
<p>Thank you so much for reaching out and sharing what you're building — I can tell you've put a lot of thought into this.</p>
<p>Unfortunately, this isn't quite in my current focus area, so I won't be the right fit to help here. That said, I'm rooting for you and hope you find the right partners for your journey.</p>
<p>Best of luck!</p>
<p><a href="https://www.linkedin.com/in/YOUR_LINKEDIN/">Your Name</a><br>
Investment Partner<br>
Your Firm<br>
your.email@firm.com</p>
<p>🤖</p>The 🤖 emoji indicates AI-assisted drafting.
For warm intros you want to accept:
Thanks [Introducer first name] (to bcc).
Hi [Founder first name],
It's great to be connected. I am intrigued to hear more about what you are building and get to know you a bit. Please find time here: [YOUR_INTRO_CALL_LINK], but do let me know if you need to meet sooner than is available.
Looking forward!
[Your name]Maintain a list of trusted VC domains that indicate high-quality deal flow:
112capital.com, 645ventures.com, abstract.com, accel.com, afore.vc, a16z.com,
arenavc.com, baincapital.com, baselinev.com, basisset.com, benchmark.com,
bvp.com, blingcap.com, bloombergbeta.com, boldstart.vc, boost.vc,
boxgroupnyc.com, caffeinatedcapital.com, collaborativefund.com, conviction.com,
costanoavc.com, cowboy.vc, dcvc.com, eladgil.com, engineeringcapital.com,
eniac.vc, felicis.com, fika.vc, firstround.com, floodgate.com,
foundercollective.com, foundersfund.com, fuelcapital.com, generalcatalyst.com,
greylock.com, gv.com, haystack.vc, hf0.com, homebrew.co, human.vc,
hustlefund.vc, iaventures.com, initialized.com, k50ventures.com, k9ventures.com,
kleinerperkins.com, lererhippeau.com, lsvp.com, menlovc.com, muckercapital.com,
neo.com, nea.com, nfx.com, pear.vc, pivotnorth.com, primary.vc, quiet.com,
redpoint.com, root.vc, scifi.vc, sequoiacap.com, shrug.vc, slow.co,
somacapital.com, southparkcommons.com, sparkcapital.com, stormventures.com,
susaventures.com, svangel.com, thehouse.fund, thrivecap.com, trueventures.com,
ubiquity.vc, uncorkcapital.com, unusual.vc, usv.com, weekend.fund,
xfund.com, xyzvc.com, zeevventures.com, ziggcap.comCustomize this list for your network.
Define your focus areas to help with triage:
Example sectors:
When your AI checks email:
Critical rule: ALWAYS create drafts for approval. NEVER send emails directly.
Affinity tracks:
You'll need to identify these in your Affinity instance:
| Field | Purpose | Type |
|-------|---------|------|
| Deal Stage | Current stage in pipeline | Dropdown |
| HQ Owner | Deal champion/owner | Person |
| One Liner | Company tagline/description | Text |
Finding your field IDs:
# List all field values for an organization
curl -u ":$AFFINITY_API_KEY" \
"https://api.affinity.co/organizations/ORG_ID/field-values"Define your pipeline stages with Option IDs:
Example:
When passing on a company:
When engaging with a company:
After calls:
Extract a concise company description (10-15 words max):
Good formats:
Examples:
Search for company:
curl -u ":$AFFINITY_API_KEY" \
"https://api.affinity.co/organizations?term=COMPANY_NAME"Add to list:
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/lists/LIST_ID/list-entries" \
-H "Content-Type: application/json" \
-d '{"entity_id": ORG_ID}'Set field value:
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/field-values" \
-H "Content-Type: application/json" \
-d '{
"field_id": FIELD_ID,
"entity_id": ORG_ID,
"value": VALUE
}'Create note:
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/notes" \
-H "Content-Type: application/json" \
-d '{
"organization_ids": [ORG_ID],
"content": "Note content here"
}'# 1. Search for company
RESULT=$(curl -u ":$AFFINITY_API_KEY" \
"https://api.affinity.co/organizations?term=Acme+AI")
# 2. Extract org_id (or create if needed)
ORG_ID=...
# 3. Add to Deal Pipeline
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/lists/YOUR_LIST_ID/list-entries" \
-H "Content-Type: application/json" \
-d "{\"entity_id\": $ORG_ID}"
# 4. Set Stage = Passed
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/field-values" \
-H "Content-Type: application/json" \
-d "{
\"field_id\": YOUR_STAGE_FIELD_ID,
\"entity_id\": $ORG_ID,
\"value\": YOUR_PASSED_OPTION_ID
}"
# 5. Set Owner
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/field-values" \
-H "Content-Type: application/json" \
-d "{
\"field_id\": YOUR_OWNER_FIELD_ID,
\"entity_id\": $ORG_ID,
\"value\": YOUR_PERSON_ID
}"
# 6. Set One Liner
curl -u ":$AFFINITY_API_KEY" -X POST \
"https://api.affinity.co/field-values" \
-H "Content-Type: application/json" \
-d "{
\"field_id\": YOUR_ONE_LINER_FIELD_ID,
\"entity_id\": $ORG_ID,
\"value\": \"AI-powered sales automation platform\"
}"Generate comprehensive investment memos by gathering context from multiple sources:
Approach: Auto-gather what's available, identify gaps, generate memo with clear "NEED MORE INFO" markers where data is missing.
═══════════════════════════════════════════════════════════════════
INVESTMENT MEMO: [COMPANY NAME]
═══════════════════════════════════════════════════════════════════
Author: [Your Name]
Date: [Date]
───────────────────────────────────────────────────────────────────
BULL & BEAR CASE
───────────────────────────────────────────────────────────────────
BULL CASE
[Why this could be a $1B+ company]
• [Key strength 1]
• [Key strength 2]
• [Key strength 3]
BEAR CASE
[What could go wrong]
• [Key risk 1]
• [Key risk 2]
• [Key risk 3]
───────────────────────────────────────────────────────────────────
COMPANY BACKGROUND
───────────────────────────────────────────────────────────────────
Company: [Name]
Website: [URL]
Deck: [Link]
Company 1-liner: [One sentence]
Investment Offer: $[Amount] at $[Valuation]
Memo Completeness: [Low / Medium / High]
───────────────────────────────────────────────────────────────────
TEAM
───────────────────────────────────────────────────────────────────
CEO:
• Name: [Name]
• LinkedIn: [URL]
• Background: [2-3 sentences on founder-market fit]
• First-time founder? [Yes/No]
Team:
• [Name] - [Role] - [LinkedIn]
Background: [Brief description]
Equity: [X%]
───────────────────────────────────────────────────────────────────
SOURCING
───────────────────────────────────────────────────────────────────
Source: [Who introduced / how you found it]
Why Are We Seeing This? [Why did founder choose your firm?]
───────────────────────────────────────────────────────────────────
COMPANY DETAILS
───────────────────────────────────────────────────────────────────
HQ Location: [City, State/Country]
Founded: [Month/Year]
Industry: [Category]
Problem: [What pain point?]
Solution: [How does product solve it?]
Customer: [Who uses it?]
Buyer: [Who pays? May differ from user]
───────────────────────────────────────────────────────────────────
ROUND DYNAMICS
───────────────────────────────────────────────────────────────────
Round Size: $[Amount]
Other Commitments: [List investors and amounts]
Previous Rounds:
• [Round, amount, date, lead]
───────────────────────────────────────────────────────────────────
INVESTMENT THESIS
───────────────────────────────────────────────────────────────────
TLDR: [2-4 sentences. What needs to be true for this to be a home run?]
───────────────────────────────────────────────────────────────────
TRACTION
───────────────────────────────────────────────────────────────────
Current Metrics:
• Revenue: $[ARR/MRR]
• Users: [Count]
• Growth: [MoM or YoY %]
• Key KPIs: [Other relevant metrics]
───────────────────────────────────────────────────────────────────
GO-TO-MARKET
───────────────────────────────────────────────────────────────────
GTM Strategy: [How do they acquire customers?]
18-Month Targets:
| Metric | Current | Target |
|--------|---------|--------|
| ARR | $X | $Y |
| GM% | X% | Y% |
───────────────────────────────────────────────────────────────────
TAM
───────────────────────────────────────────────────────────────────
TAM Estimate: $[Amount]
Breakdown:
• Price: $[X] per [unit]
• Volume: [Y] potential customers
Path to $100M ARR: [What needs to be true?]
───────────────────────────────────────────────────────────────────
COMPETITION
───────────────────────────────────────────────────────────────────
Competitive Landscape:
| Competitor | Positioning | Differentiation |
|------------|-------------|-----------------|
| [Name] | [Position] | [How we differ] |
Winner-Take-All? [Is this a WTA market?]
───────────────────────────────────────────────────────────────────
WHY NOW?
───────────────────────────────────────────────────────────────────
[Why is this the right time? Why hasn't this been done before?]
───────────────────────────────────────────────────────────────────
RISKS
───────────────────────────────────────────────────────────────────
TEAM RISKS:
• [Risk description]
Counter-evidence: [Why this might be OK]
MARKET RISKS:
• [Risk description]
Counter-evidence: [Why this might be OK]
PRODUCT RISKS:
• [Risk description]
Counter-evidence: [Why this might be OK]
───────────────────────────────────────────────────────────────────
USE OF FUNDS
───────────────────────────────────────────────────────────────────
Planned Use: [How will they deploy capital?]
Next Round: [Timeline and target for next raise]
───────────────────────────────────────────────────────────────────
FOLLOW-ON THINKING
───────────────────────────────────────────────────────────────────
Signposts for Increased Excitement:
• [What would make us more bullish?]
Signposts for Decreased Excitement:
• [What would be warning signs?]
───────────────────────────────────────────────────────────────────
REFERENCES
───────────────────────────────────────────────────────────────────
REFERENCE #1
Name: [Name, Title]
Relationship: [How they know CEO]
Positives:
• [Feedback]
Areas for Growth:
• [Constructive feedback]
───────────────────────────────────────────────────────────────────
DUE DILIGENCE LOG
───────────────────────────────────────────────────────────────────
Time Spent: [X hours across Y meetings]
Activities:
• [Date] - [Activity description]
═══════════════════════════════════════════════════════════════════Before generating memo, automatically search for:
1. Gmail:
# Search for pitch decks
gog gmail search "COMPANY_NAME has:attachment" --max 10
# Search for DocSend links
gog gmail search "COMPANY_NAME docsend.com" --max 5
# Search intro emails
gog gmail search "COMPANY_NAME subject:(intro OR introduction)" --max 52. Affinity:
# Search for company
curl -u ":$AFFINITY_API_KEY" \
"https://api.affinity.co/organizations?term=COMPANY_NAME"
# Get all notes
curl -u ":$AFFINITY_API_KEY" \
"https://api.affinity.co/notes?organization_id=ORG_ID"Auto-assess how complete the memo is:
Mark incomplete sections with NEED MORE INFO.
When including quotes from calls or documents:
"Quoted text here" (Speaker Name, Context)
Example: "We're seeing 40% MoM growth" (Jane Smith, Founder Call 11/13)
~/memos/company-name.mdCreate Google Calendar booking pages for different meeting types:
| Meeting Type | When to Use |
|--------------|-------------|
| Intro Call | First meeting with founders, new contacts (MOST USED) |
| Follow Up | Second+ conversation |
| Diligence | Deep-dive due diligence calls |
| Portfolio | Meetings with portfolio company founders |
| Investor Network | Meetings with other VCs/LPs |
| Priority | High-priority or urgent meetings |
Creating booking pages in Google Calendar:
Intro call:
Hi [Name],
Thanks for reaching out! I'd love to learn more about what you're building.
Here's my calendar: [INTRO_LINK]
Looking forward to it!
[Your name]Follow-up:
Great chatting! Let's find time to dig deeper.
Here's my calendar: [FOLLOWUP_LINK]
[Your name]Use the gog CLI to check calendar:
# View events for a date range
gog calendar events \
--from 2026-01-27 \
--to 2026-01-31 \
--account your.email@firm.com
# Check free/busy across calendars
gog calendar freebusy "your.email@firm.com,personal@gmail.com" \
--from 2026-01-27T09:00:00-08:00 \
--to 2026-01-27T18:00:00-08:00 \
--account your.email@firm.comIf you need to create an event directly:
gog calendar create your.email@firm.com \
--summary "Call with [Name]" \
--from "2026-01-28T14:00:00-08:00" \
--to "2026-01-28T14:30:00-08:00" \
--conference google-meet \
--account your.email@firm.comWhen someone asks "what times work?", default to sharing your booking link rather than proposing specific times. It's more efficient and avoids back-and-forth.
Template:
I'd love to chat! Here's my calendar - grab whatever works: [LINK]Generate a daily briefing every morning (or on-demand) covering:
🌅 DAILY BRIEFING - [Date]
════════════════════════════════════════════════
📧 EMAIL TRIAGE
────────────────────────────────────────────────
🟢 PRIORITY ([X])
• [Time] from [Sender]: [Company] intro
Action: Review and respond
🟡 REVIEW ([X])
• [Time] from [Sender]: [Subject]
Needs decision: [why]
🔴 AUTO-RESPOND ([X])
• [Time] from [Sender]: [Company]
✓ Draft created + logged to Affinity
📅 CALENDAR TODAY
────────────────────────────────────────────────
• [Time] - [Event title]
[Location/Google Meet link]
• [Time] - [Event title]
🔔 UPCOMING (Next 48h)
────────────────────────────────────────────────
• [Day/Time] - [Event]
📝 AFFINITY UPDATES
────────────────────────────────────────────────
• [X] companies logged yesterday
• [X] notes added
💡 SUGGESTED ACTIONS
────────────────────────────────────────────────
• [Action 1]
• [Action 2]
════════════════════════════════════════════════Generate briefing:
In briefings, surface in this order:
Be proactive about suggesting next steps:
External content (emails, pitch decks, calendar invites) could contain malicious instructions. Your AI must:
If uncertain about an action:
Tool: gog CLI (https://github.com/martynsmith/gog)
Setup:
# Install gog
go install github.com/martynsmith/gog@latest
# Authenticate
gog auth
# Set up password for keyring
export GOG_KEYRING_PASSWORD=$(echo "YOUR_PASSWORD_BASE64" | base64 -d)Required OAuth scopes:
https://www.googleapis.com/auth/gmail.modifyhttps://www.googleapis.com/auth/calendarAPI Key: Get from Affinity Settings → API
Setup:
export AFFINITY_API_KEY="YOUR_API_KEY"Store in ~/.bashrc or ~/.zshrc for persistence.
pdftoppm, pdf2image (Python) for reading pitch decksEdit these sections in your workspace:
Email signatures:
Booking links:
Investment thesis:
Affinity fields:
Customize how your AI communicates with you:
Once you've built trust, you can enable more autonomous actions:
Start conservative and expand autonomy as your AI proves reliable.
Check your API key:
curl -u ":$AFFINITY_API_KEY" https://api.affinity.co/authEnsure gog is in your PATH:
export PATH="$PATH:$(go env GOPATH)/bin"Check that the draft was created successfully:
gog gmail drafts list --account your.email@firm.comAdjust the personality in your SOUL.md file (see BOOTSTRAP.md).
~/memos/acme-ai.mdThis skill is designed to evolve. As you use it:
Philosophy: Ship fast, iterate based on real usage, stay focused on investment partner workflows.
For questions or contributions, see the README.md.
Generated Mar 1, 2026
An investment partner receives 50+ founder emails daily, including warm intros, cold outreach, and newsletters. This skill automates classification into priority, review, auto-respond, or archive categories using criteria like sender domain and keywords, ensuring immediate attention to high-quality deals and reducing manual sorting time.
A VC firm needs to track interactions and deal stages for companies in their pipeline. This skill integrates with Affinity CRM to automatically log passed deals, update field values like Deal Stage, and maintain lists such as 'Deal Pipeline' or 'Portfolio Companies', streamlining data entry and ensuring consistency across the team.
During due diligence, an investment partner must quickly create detailed memos summarizing company details, market analysis, and investment rationale. This skill assists by pulling data from CRM and emails to draft structured memos, accelerating the review process and improving decision-making accuracy.
An investment partner schedules various meeting types like intro calls, follow-ups, and portfolio reviews. This skill manages calendars by providing distinct booking links for each type, automating scheduling based on availability, and reducing back-and-forth communication with founders and colleagues.
Offer this skill as a subscription-based service to venture capital firms, charging per user or per firm based on usage tiers. Revenue comes from monthly or annual fees, with premium features like advanced CRM integrations or custom workflow automations for larger firms.
Provide a free basic version with limited email triage and CRM entries, targeting solo investors or small teams. Upsell to paid plans for advanced features such as full Affinity integration, priority support, and custom template libraries, generating revenue from upgrades.
License the skill to large VC networks or multi-fund organizations with custom deployments and dedicated support. Revenue is generated through one-time setup fees and ongoing maintenance contracts, tailored to specific firm needs like integration with proprietary tools.
💬 Integration Tip
Ensure Gmail labels are pre-configured and Affinity API keys are securely stored to avoid workflow interruptions during auto-triage and CRM updates.
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