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Install in OpenClaw
/install afrexai-investor-relations
Description
Comprehensive IR framework for startups covering updates, shareholder letters, meetings, cap table management, KPIs, communication, crisis handling, and fund...
README (SKILL.md)
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
- Bad news travels fast — YOU should be the source, not rumor
- Under-promise, over-deliver (set guidance at 80% confidence)
- Monthly updates even when there's "nothing to report" — silence kills trust
- Format: bullet points, not essays. Investors read 50+ updates/month
- 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)
Usage Guidance
This skill appears to be a benign, content-only IR playbook. Before installing or using it: (1) treat the external links as marketing—verify the vendor/site (afrexai-cto.github.io) before making any payments; (2) do not paste or upload real investor credentials, private cap table files, or confidential financial documents into any third-party service referenced by the links without verifying trust; (3) if you intend to let an autonomous agent act on this guidance, restrict what data it can access (don’t grant it your finance systems or cloud credentials); and (4) if you need vendor support, ask for a verifiable contact or company homepage since the skill metadata lacks a known source. Overall this skill is internally consistent, but exercise normal caution around external paid content and sensitive data.
Capability Analysis
Type: OpenClaw Skill
Name: afrexai-investor-relations
Version: 1.0.0
The skill bundle contains documentation for an 'Investor Relations Framework' in SKILL.md and README.md. The content is purely informational, providing templates, strategies, and metrics for investor communications. It includes external links to `afrexai-cto.github.io` for related 'AI Agent Context Packs' and tools, which appear to be legitimate resources from the same entity. There is no evidence of malicious prompt injection attempts, data exfiltration, unauthorized execution, persistence mechanisms, or obfuscation. The behavior is entirely aligned with the stated purpose of providing an IR playbook.
Capability Assessment
Purpose & Capability
The name and description (Investor Relations Playbook) match the SKILL.md content: templates, checklists, KPIs, cap table advice, and fundraising readiness. There are no unrelated requirements (no env vars, binaries, or installs) that would contradict the stated purpose. The package does reference purchasable 'context packs' on an external site, which is consistent with an info/product offering.
Instruction Scope
SKILL.md contains only guidance, templates, tables, and links to an external site (afrexai-cto.github.io). It does not instruct the agent to read local files, access secrets, call unknown endpoints, or perform privileged actions. Note: the links point to external paid offerings; the instructions do not automatically fetch or execute anything, but a user/agent could follow those links manually.
Install Mechanism
No install spec and no code files — instruction-only. No downloads, no extracted artifacts, and nothing is written or executed on disk by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths. The content does not reference hidden env vars or other secrets. Requested information (financial KPIs, cap table inputs) is domain-appropriate but must be supplied by the user — there is no automatic access to sensitive data.
Persistence & Privilege
always is false and agent invocation defaults are normal. The skill does not request persistent system presence or modify other skills/settings. Autonomous invocation is allowed by default on the platform but this skill does not ask for elevated privileges.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install afrexai-investor-relations - After installation, invoke the skill by name or use
/afrexai-investor-relations - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release: Comprehensive Investor Relations (IR) framework and playbook for startups and growth companies.
- Includes quarterly and annual investor update templates.
- Offers detailed investor meeting preparation and follow-up processes.
- Provides cap table management guidance and example IR calendar.
- Outlines KPI dashboard with key investor-facing metrics.
- Shares best practices for investor communication and crisis handling.
- Introduces a fundraise readiness scoring rubric.
- Features industry-specific IR metrics and investor focal points.
- Links to tools, context packs, and resources for streamlined IR operations.
Metadata
Frequently Asked Questions
What is Investor Relations Playbook?
Comprehensive IR framework for startups covering updates, shareholder letters, meetings, cap table management, KPIs, communication, crisis handling, and fund... It is an AI Agent Skill for Claude Code / OpenClaw, with 688 downloads so far.
How do I install Investor Relations Playbook?
Run "/install afrexai-investor-relations" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Investor Relations Playbook free?
Yes, Investor Relations Playbook is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Investor Relations Playbook support?
Investor Relations Playbook is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Investor Relations Playbook?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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