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Investor Meeting Prep Sheet

Preps you for investor calls by researching each firm and rating the fit honestly.

by gooseworks-ai · ★ 1,265 on GitHub

View on GitHub ↗ How to install it

What it does

You give Claude access to your calendar and your company's website. Claude pulls upcoming investor meetings, researches each investor's firm and past investments, and checks for conflicts with competitors. You get an honest prep sheet rating how good a fit each investor really is.

Who it’s for

A good fit for bookkeepers, finance teams and business owners, small business owners and startup founders and people who research markets, competitors or topics.

Finance & Accounting Small Business & Startups Research & Analysis

Do you need to code?

Some. To get the most from this one you may need to be comfortable with code, the command line or technical setup.

How to install

Add it to Claude as a skill. Download the skill folder from its source page, zip it, and upload it in Claude’s settings under Skills. See the step-by-step guide.

Safety note

Needs a GooseWorks account and API key; reads your Google Calendar (read-only); can export results to Google Sheets.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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