Finance

Investor Relations - Claude MCP Skill

Manage investor communications, pitch materials, and fundraising processes

SEO Guide: Enhance your AI agent with the Investor Relations tool. This Model Context Protocol (MCP) server allows Claude Desktop and other LLMs to manage investor communications, pitch materials, and fundraising processes... Download and configure this skill to unlock new capabilities for your AI workflow.

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investor-relations fundraising startup

View on GitHub🔗 Claude Servers

Documentation

SKILL.md

# Investor Relations

Manage investor communications and fundraising processes professionally. From pitch decks to investor updates, build and maintain strong investor relationships.

## Core Workflows

### Workflow 1: Fundraising Prep
1. **Materials** - Create pitch deck and data room
2. **Story** - Craft compelling narrative
3. **Financials** - Prepare projections and metrics
4. **Target List** - Research and prioritize investors
5. **Outreach** - Warm intros and cold outreach

### Workflow 2: Investor Updates
1. **Metrics** - Compile key performance indicators
2. **Highlights** - Share wins and progress
3. **Challenges** - Be transparent about obstacles
4. **Asks** - Specific requests for help
5. **Distribution** - Send consistent updates

## Quick Reference

| Action | Command |
|--------|---------|
| Create update | "Draft investor update for [month]" |
| Pitch deck | "Create pitch deck for [company]" |
| Data room | "Set up investor data room" |