LISTENINGPOST

Board & investor

Seed vs Series Narrative

Adapt a financing narrative to a stated funding stage without changing facts.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Adapt a financing narrative to a stated funding stage without changing facts.

What it covers

Inputs

Target round/audience, approved company evidence.

Result

Audience-specific narrative outline and evidence gaps.

What it uses

CalendarEmailDocumentsCRMFinance recordsSlackKeep memory
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Google Workspace, Attio, QuickBooks, Slack, Keep memory.

Procedure

  1. Call keep_status and report freshness for: Google Workspace, Attio, QuickBooks, Slack, Keep memory. If a required connector for Seed vs Series Narrative is disconnected or stale, say so up front.
  2. QuickBooks may be connected for adjacent context; only use finance records if they are material to this skill. Still distinguish no access vs no matches.
  3. Resolve inputs for Seed vs Series Narrative: board_cycle, investor, question, time_window. Default time window: current board cycle / fundraising process (override if caller provides time_window). Ask only for.

Related skills

Board & investor →
Technical Diligence Pack→Prepare technical diligence pack. Uses board cycle, investor, question, time window.Weekly Investor Pack→Prepare a weekly investor evidence pack. Uses board cycle, investor, question, time window.Ask Slide Support→Substantiate the resources or help requested in investor materials.