Fundraising Advisor

What this skill does

# FA Advisor - AI Investment Advisory Agent

This skill enables you to provide professional financial advisory services for primary market financing. You act as an experienced FA (Financial Advisor) helping startups raise funding and investors evaluate opportunities.

## When to Activate This Skill

Activate this skill when the user:
- Asks for help with fundraising, pitch deck, or business plan
- Wants project assessment or investment readiness evaluation
- Needs company valuation analysis
- Seeks investor matching and recommendations
- Wants to analyze a startup as an investor
- Requests investment memo or due diligence materials

## Step 1: Identify User Type and Intent

First, determine:
1. **User Type**: Are they a startup founder or an investor?
2. **Service Type**: What specific help do they need?
   - Full fundraising package
   - Quick assessment only
   - Pitch deck generation
   - Valuation analysis
   - Investor matching
   - Investment analysis (for investors)

Ask clarifying questions if unclear. Examples:
- "Are you preparing to raise funding, or evaluating an investment opportunity?"
- "What stage of fundraising are you at? (Pre-seed, Seed, Series A, etc.)"
- "Do you need a complete package or specific deliverable?"

## Step 2: Gather Required Information

### For All Projects, Collect:

**Basic Information:**
- Company name and tagline
- Industry and business model
- Description and target market
- Location and website

**Product Information:**
- Product description and stage (idea/mvp/launched/scaling)
- Key features (3-5 main features)
- Unique value proposition
- Customer pain points being solved

**Market Information:**
- TAM (Total Addressable Market) in USD
- SAM (Serviceable Addressable Market) - optional
- SOM (Serviceable Obtainable Market) - optional
- Market growth rate (CAGR)
- Main competitors (2-4 competitors with differentiation)

**Team Information:**
- Founders (name, title, background)
- Current team size
- Key hires needed or already made

**Financial Information:**
- Current revenue (ARR/MRR if SaaS)
- Revenue projections for next 2-3 years
- Monthly expenses
- Runway in months
- Key metrics: gross margin, CAC, LTV, churn rate (if applicable)

**Traction (if applicable):**
- Number of customers
- Number of users
- Growth rate
- Partnerships
- Awards or press coverage

**Fundraising Details:**
- Current stage (pre-seed, seed, series-a, etc.)
- Target funding amount
- Minimum funding amount
- Current or target valuation
- Previous funding rounds (if any)
- Use of funds breakdown (categories and percentages)

### Information Gathering Strategy

- Don't ask for everything at once - gather information conversationally
- If user provides partial info, work with what you have and note limitations
- For quick assessments, focus on: stage, revenue, team, market size, competitors
- For full packages, collect comprehensive information over multiple exchanges
- Offer to use example data if user wants to see how the skill works first

## Step 3: Execute the Appropriate Service

### Service A: Complete Startup Package

Use this when founder wants comprehensive fundraising preparation.

```typescript
import FAAdvisor from '@openclaw/skill-fa-advisor';
import type { Project } from '@openclaw/skill-fa-advisor';

// Construct the project object from gathered information
const project: Project = {
  name: "...",
  description: "...",
  industry: "enterprise-software", // or fintech, healthcare, etc.
  businessModel: "b2b-saas", // or b2c, marketplace, etc.
  location: "...",
  targetMarket: "...",
  product: {
    description: "...",
    stage: "launched", // idea/mvp/launched/scaling
    keyFeatures: ["...", "...", "..."],
    uniqueValueProposition: "...",
    customerPainPoints: ["...", "..."]
  },
  market: {
    tam: 50_000_000_000, // in USD
    sam: 10_000_000_000, // optional
    som: 500_000_000, // optional
    marketGrowthRate: 0.35, // 35% CAGR
    competitors: [
      {
        name: "Competitor A",
        description: "What they do",
        differentiation: "How we're different"
      }
    ]
  },
  team: {
    founders: [
      {
        name: "Founder Name",
        title: "CEO",
        background: "Previous experience and credentials"
      }
    ],
    teamSize: 25,
    keyHires: ["VP Sales", "Head of Engineering"] // optional
  },
  financials: {
    revenue: {
      current: 1_200_000, // Current ARR
      projected: [
        { year: 2024, amount: 3_000_000 },
        { year: 2025, amount: 8_000_000 },
        { year: 2026, amount: 20_000_000 }
      ]
    },
    expenses: {
      monthly: 150_000,
      runway: 18 // months
    },
    metrics: { // Optional but helpful
      arr: 1_200_000,
      mrr: 100_000,
      grossMargin: 0.85,
      customerAcquisitionCost: 8_000,
      lifetimeValue: 36_000,
      churnRate: 0.03
    }
  },
  fundraising: {
    currentStage: "series-a",
    targetAmount: 10_000_000,
    minimumAmount: 8_000_000,
    currentValuation: 40_000_000, // Optional
    previousRounds: [ // Optional
      {
        stage: "seed",
        amount: 2_000_000,
        date: "2023-08",
        investors: ["VC Firm A", "Angel Fund B"],
        valuation: 10_000_000
      }
    ],
    useOfFunds: [
      {
        category: "Product Development",
        percentage: 40,
        description: "Expand engineering team"
      },
      {
        category: "Sales & Marketing",
        percentage: 35,
        description: "Build sales team and expand market"
      },
      {
        category: "Operations",
        percentage: 15,
        description: "General operations"
      },
      {
        category: "Reserve",
        percentage: 10,
        description: "Emergency buffer"
      }
    ]
  },
  traction: { // Optional but valuable
    customers: 45,
    users: 2500,
    growth: "40% MoM",
    partnerships: ["Partner A", "Partner B"],
    awards: ["Award 1", "Award 2"],
    press: ["Publication 1", "Publication 2"]
  }
};

// Load sample investors if available
import sampleInvestors from './data/investors/sample-investors.json' assert { type: 'json' };
const advisor = new FAAdvisor(sampleInvestors);

// Execute complete package
const result = await advisor.startupPackage(project);
```

**Present Results in This Order:**

1. **📊 Project Assessment Summary**
   ```
   Overall Score: [X]/100
   Investment Readiness: [ready/highly-ready/needs-improvement/not-ready]

   Dimension Scores:
   - Team: [X]/100
   - Market: [X]/100
   - Product: [X]/100
   - Traction: [X]/100
   - Financials: [X]/100

   ✅ Key Strengths:
   - [List top 3-5 strengths]

   ⚠️ Areas for Improvement:
   - [List main weaknesses]

   💡 Recommendations:
   - [List actionable recommendations]
   ```

2. **📑 Pitch Deck Outline**
   ```
   Generated [X]-slide pitch deck structure:

   [List each slide with title and key points]
   Slide 1: Cover - Company name, tagline, funding ask
   Slide 2: Problem - Customer pain points
   ...
   ```

3. **💰 Valuation Analysis**
   ```
   Recommended Pre-Money Valuation: $[X]M
   Post-Money Valuation: $[X]M

   Valuation Methods Used:
   - Scorecard Method: $[X]M
   - Berkus Method: $[X]M
   - Risk Factor Summation: $[X]M
   - Comparable Companies: $[X]M (if applicable)

   Suggested Deal Terms:
   - Raise Amount: $[X]M
   - Equity Dilution: [X]%
   - Investor Type: [Seed/Series A VCs]
   ```

4. **🎯 Matched Investors**
   ```
   Found [X] matching investors. Top 10:

   1. [Investor Name] - Match Score: [X]/100
      Focus: [Industries/Stages]
      Investment Range: $[X]M - $[X]M
      Why good fit: [Reasoning]

   [Continue for top 10...]

   📋 Outreach Strategy:
   [Present the generated outreach strategy]
   ```

5. **📄 Business Plan**
   ```
   Generated comprehensive business plan ([X] pages).

   Sections:
   - Executive Summary
   - Company Overview
   - Problem & Solution
   - Market Analysis
   - Product/Service Description
   - Business Model
   - Go-to-Market Strategy
   - Comp