A professional AI investment advisory agent that automates valuation, pitch deck generation, and investor matching for primary market financing.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fa-advisor
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install fa-advisor using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is FA Advisor?
FA Advisor is a sophisticated financial advisory skill designed to replace or augment traditional investment services with AI-driven precision. It serves as a comprehensive consultant for startup founders seeking capital and investors evaluating new opportunities. By integrating seamlessly into the Openclaw Skills ecosystem, it provides a structured framework for project assessment, financial modeling, and strategic fundraising preparation.
This skill is built for the high-stakes environment of primary market financing. It moves beyond simple text generation to perform complex tasks like multi-method company valuations, competitive market analysis, and targeted investor matching. Whether you are a founder preparing for a Series A round or a VC analyst needing a quick due diligence memo, this agent provides professional-grade deliverables with technical accuracy.
FA Advisor Use Cases
- Creating a full fundraising package including pitch decks and business plans for startups.
- Performing multi-method company valuations to determine pre-money and post-money ranges.
- Identifying and matching with relevant venture capital and angel investors based on industry and stage.
- Generating comprehensive investment memos and due diligence checklists for institutional investors.
- Assessing investment readiness and identifying key areas for business improvement.
How FA Advisor Works
- The agent identifies the user's role as either a founder or an investor to establish the correct advisory context.
- It initiates a conversational data-gathering process to collect details on product, market size, team, and financial performance.
- The skill processes this data using internal logic to calculate metrics such as TAM, SAM, SOM, and projected growth rates.
- It executes specialized services like valuation modeling (Berkus, Scorecard, etc.) or investor matching algorithms.
- The output is presented as structured reports, markdown files, or actionable recommendations designed for immediate professional use.
FA Advisor Setup
To install this skill, ensure you have Python 3 available in your environment. Navigate to the skill directory and run:
pip install -e .
Once installed, the agent can be triggered within Openclaw Skills by asking for help with fundraising, valuation, or investment analysis.
FA Advisor Data Schema & Taxonomy
The skill organizes its intelligence through a strict taxonomy of data objects to ensure financial accuracy:
| Data Object | Purpose | Primary Attributes |
|---|---|---|
| Project | Main container for the advisory session | name, industry, business_model, location |
| Product | Defines the value proposition | description, stage, key_features, UVP |
| Market | Defines the opportunity size | tam, cagr, competitors, target_market |
| Financials | Tracks fiscal health and runway | revenue, burn_rate, mrr, projections |
| Fundraising | Round-specific details | stage, target_amount, valuation, use_of_funds |
| Team | Founder and staff analysis | founders, background, current_size |
FA Advisor Advanced Features
- Multi-method valuation engine supporting Scorecard, Berkus, Risk Factor Summation, and Comparables.
- Automated investor outreach strategy generation with priority tiers and email templates.
- Specialized investor-mode that creates full-length investment memos with risk mitigation analysis.
- Dynamic project assessment scoring across five critical dimensions: Team, Market, Product, Traction, and Financials.
- Support for generating detailed 13-section business plans and slide-by-slide pitch deck outlines.
SKILL.md
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