Fundraising Pipeline Workspace

This is a vibe-closer workspace for managing your fundraising outreach and investor pipeline.

Quick Reference

• Config: pipeline-config.md — MCP providers, outreach channels, field mappings, and pipeline stages

• MCP Hints: pipeline-mcp-hints.md — concrete MCP tool call examples for configured providers

• Goals: goals.md — fundraising targets and timeline

• Workflow: sequence-flow.md — investor outreach sequencing rules (stages are in config)

• Company Brief: profile/company-brief.md — your pitch narrative and metrics

• Investor Profiles: profile/icps.md — ideal investor profiles by stage/check size

• Scheduling: profile/scheduling-links.md — booking links and key URLs

• Tone: messaging-guidelines/tone.md — founder-to-investor voice guidelines

• Email Guidelines: messaging-guidelines/email-guidelines.md — email best practices

• Email Templates: messaging-guidelines/email-templates.md — forwardable blurbs and cold outreach

• LinkedIn: messaging-guidelines/linkedin-dm-guidelines.md — investor outreach on LinkedIn

• Lead Discovery: lead_preferences/lead-discovery.md — sources for finding investors

• Lead Research: lead_preferences/research-lead.md — how to research investors before outreach

• View Config: .config/pipeline-view-config.js — Supabase + CRM credentials and field mappings for the pipeline viewer (generated by /update-skill or /onboard)

• Activity Viewer: activity-viewer.html — browser-based pipeline viewer with leads and activity management

Commands

• /onboard — Initial workspace configuration
• /followup — Process warm intros and due leads
• /discover-leads — Find new investor prospects from warm paths and signals
• /learn — Analyze outreach performance and refine investor targeting
• /view-pending-activity — Open pipeline viewer to browse leads, review activities, approve outreach
• /update-skill — Update workspace to latest plugin version (syncs viewer, config, applies migrations)
• /view-logs — View command execution logs and outcomes

Maintenance

• When files are added, removed, or renamed in this directory, update both CLAUDE.md and AGENTS.md to reflect the changes