Build a sourced investor target list from published stage, sector, geography, cheque range, portfolio, and conflict facts.
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Use public or user-supplied facts to prepare research. This is outreach planning, not investment advice and not proof that an investor will invest.
Record the company's stage, sector, geography, amount sought, expected cheque range, lead or follow role, timing, and any excluded conflicts. Use only terms the founder or approved materials provide.
Return one row per firm or investor:
Separate firm facts from partner facts. A prior investment does not prove a current thesis, available capital, or interest. Mark stale pages and conflicting sources.
Use the approved target criteria and show the score components. Do not rank on
prestige alone. Put a candidate in needs review when a conflict, cheque range,
or stage fit remains unclear. Keep referrals and relationship notes as
user-supplied facts, not public facts.
Never invent a person, email, investment, fund status, cheque size, or interest. Do not scrape private data, infer protected traits, recommend an investment, or promise access or a meeting. Do not send outreach. Flag confidential company details before using them in any draft, and require owner approval for the audience and content.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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