Investor Relations Framework

Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

3,891 stars

Best use case

Investor Relations Framework is best used when you need a repeatable AI agent workflow instead of a one-off prompt. It is especially useful for teams working in multi. Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

Users should expect a more consistent workflow output, faster repeated execution, and less time spent rewriting prompts from scratch.

Practical example

Example input

Use the "Investor Relations Framework" skill to help with this workflow task. Context: Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

Example output

A structured workflow result with clearer steps, more consistent formatting, and an output that is easier to reuse in the next run.

When to use this skill

  • Use this skill when you want a reusable workflow rather than writing the same prompt again and again.

When not to use this skill

  • Do not use this when you only need a one-off answer and do not need a reusable workflow.
  • Do not use it if you cannot install or maintain the related files, repository context, or supporting tools.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/afrexai-investor-relations/SKILL.md --create-dirs "https://raw.githubusercontent.com/openclaw/skills/main/skills/1kalin/afrexai-investor-relations/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/afrexai-investor-relations/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How Investor Relations Framework Compares

Feature / AgentInvestor Relations FrameworkStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

Related Guides

SKILL.md Source

# Investor Relations Framework

Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.

## What This Covers

### Quarterly Investor Update Template
- Financial summary (revenue, burn, runway, key metrics)
- Product milestones and roadmap progress
- Team changes and hiring pipeline
- Risks and asks (be direct — investors respect honesty)
- Forward-looking guidance with confidence ranges

### Annual Shareholder Letter
- Year-in-review narrative (numbers + story)
- Strategic priorities for next 12 months
- Capital allocation decisions and rationale
- Market positioning and competitive landscape

### Investor Meeting Prep
- Pre-meeting checklist (data room, metrics, deck updates)
- Anticipated questions by investor type (VC, PE, angel, strategic)
- Follow-up cadence (24hr thank you → 1 week materials → monthly updates)

### Cap Table Management
- Round modeling (dilution scenarios at different valuations)
- Option pool sizing (10-20% standard, adjust by stage)
- Pro-rata rights tracking
- Waterfall analysis for exit scenarios

### IR Calendar
| Month | Activity |
|-------|----------|
| Jan | Annual letter + board deck |
| Mar | Q1 update + fundraise prep (if needed) |
| Jun | Q2 update + mid-year strategy review |
| Sep | Q3 update + annual planning preview |
| Dec | Year-end close prep + investor holiday note |

### KPI Dashboard for Investors
Track and report these monthly:
- **Revenue**: MRR/ARR, growth rate, net revenue retention
- **Unit economics**: CAC, LTV, LTV:CAC ratio, payback months
- **Efficiency**: Burn multiple, Rule of 40, magic number
- **Product**: DAU/MAU, activation rate, NPS
- **Team**: Headcount, attrition, open roles

### Investor Communication Rules
1. Bad news travels fast — YOU should be the source, not rumor
2. Under-promise, over-deliver (set guidance at 80% confidence)
3. Monthly updates even when there's "nothing to report" — silence kills trust
4. Format: bullet points, not essays. Investors read 50+ updates/month
5. Always include an ask — intros, advice, customers, talent

### Crisis Communication
- Revenue miss: acknowledge, explain root cause, share recovery plan
- Key person departure: announce proactively with transition plan
- Pivot: frame as learning, not failure. Show new thesis with data
- Cash crunch: be transparent about runway and options

### Fundraise Readiness Score (0-100)
| Factor | Weight | Score Range |
|--------|--------|-------------|
| Revenue growth | 25% | 0-100 |
| Unit economics | 20% | 0-100 |
| Team completeness | 15% | 0-100 |
| Market size evidence | 15% | 0-100 |
| Product-market fit signals | 15% | 0-100 |
| Data room readiness | 10% | 0-100 |

**70+ = Ready to fundraise**
**50-69 = 2-3 months of work needed**
**Below 50 = Not ready — focus on business fundamentals**

## Industry Applications

| Industry | Key IR Metrics | Investor Focus |
|----------|---------------|----------------|
| SaaS | ARR, NRR, CAC payback | Capital efficiency |
| Fintech | TPV, take rate, regulatory status | Compliance + scale |
| Healthcare | Lives covered, clinical outcomes | Regulatory pathway |
| Ecommerce | GMV, AOV, repeat rate | Customer acquisition |
| Construction | Backlog, project margin, win rate | Revenue visibility |
| Manufacturing | Utilization, yield, order book | Operational leverage |
| Real Estate | AUM, occupancy, NOI | Asset quality |
| Legal | Matter volume, realization rate | Efficiency gains |
| Recruitment | Placements, fill rate, revenue/head | Market position |
| Professional Services | Utilization, bill rate, retention | Margin expansion |

## Tools

Get the full context pack for your industry — pre-built agent configs, prompts, and workflows:
- **Browse all 10 packs**: https://afrexai-cto.github.io/context-packs/
- **Calculate your AI ROI**: https://afrexai-cto.github.io/ai-revenue-calculator/
- **Set up your AI agent**: https://afrexai-cto.github.io/agent-setup/

### Bundle Deals
- Pick 3 packs — $97 (save $44)
- All 10 packs — $197 (save $273)
- Everything Bundle — $247 (all packs + setup wizard + priority support)

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