version: "1.0.0" name: conducting-vc-fundraising description: Guides founders through investor pitching, crafting Sequoia/a16z narratives, simulating VC Q&A, and calculating Cap Table SAFE/convertible note dilutions. Trigger this during investment rounds or deck preparations. allowed-tools: [Read, Write, Edit, Glob]

Conducting VC Fundraising & Dilution Modeling

Goal

To orchestrate dynamic pitch assessments, build investor narratives (Sequoia/a16z models), simulate intensive VC partner Q&A, and perform seed-stage valuation/dilution (SAFE/Convertible Note) math.

When to Use This Skill

• When outlining pitch deck skeletons and verbal/written investment thesis arguments.
• When organizing investor outreach CRM sequences and cohort calendars.
• When modeling dilution math for SAFEs (Pre-money vs. Post-money) and Convertible Notes.

Do Not Use This Skill For:

• Formulating public securities offerings or standard corporate bank loan underwriting.

Plan-Validate-Execute Workflow

1. Plan (Narrative & Capital Needs):

• Identify total capital target, primary use of funds, planned runway length, and target investor profile (Angels, Micro-VCs, institutional VC).

1. Validate (Qualitative & Quantitative Check):

• Run a Pitch Readiness Audit (confirming inclusion of Problem, Solution, Market Size/TAM, Traction, Business Model, Team, and the Ask).
• Test SAFE math: Verify standard 20% discount rates or valuation cap constraints.
• Run the Interactive QA simulator: Highlight answers to the 4 VC Risk Vectors (TAM/Market, Exit potential, Team, and Tech/Moat).

1. Execute (Deliver Output Products):

• Venture Pitch Narrative: Generate standard Sequoia-style 10-slide outline structure.
• Outreach Playbook: Draft week-by-week calendar CRM outreach sequences (leads, warm introductions, partner pitches, follow-ups).
• Cap Table Dilution Matrix: Model the financial equity post-money impact of SAFEs on current founders' equity shares.

Design Rules & Guidelines

Pitch Narrative Principles

• Bullet points on slide outlines must focus on concrete traction metrics (e.g., "$50k MRR, 15% MoM growth") rather than generic claims ("rapid user adoption").
• Ensure a logical connection between the Problem, Solution, and TAM slide valuations.

Dilution & Cap Table Math Rules

• Clearly distinguish between Pre-money SAFEs (dilute founders and investors together at the equity round) and Post-money SAFEs (dilute existing founders directly, locking in investor percentage).
• Proactively flag heavy founder dilution: If early SAFE rounds aggregate over 30% dilution before Series A, issue an expert WARNING advice block.

Example Implementation Checklist

Copy this checklist during fundraising cycles:

• [ ] Run narrative audit on existing deck contents.
• [ ] Outline pitch slides based on Sequoia or YC templates.
• [ ] Simulate partner-level Q&A on core market/tech risks.
• [ ] Calculate post-money SAFE cap table equity allocations.
• [ ] Model conversion dilution from SAFE caps and discounts.
• [ ] Assemble week-by-week CRM outreach and email sequencing guides.
• [ ] Provide fully computed cap table allocation tables.