A professional AI financial advisor skill designed to help startups secure funding and investors evaluate deal flow through automated analysis and document generation.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fundraising-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 fundraising-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 Fundraising Advisor?
The Fundraising Advisor is a sophisticated technical skill designed for AI agents to provide expert-level financial advisory services within the primary market. By leveraging this tool among your Openclaw Skills, you can automate complex tasks such as project assessment, valuation modeling using multiple industry-standard methods, and the creation of comprehensive investment memos.
Whether you are a founder preparing for a Series A or an investor performing due diligence, this skill streamlines the fundraising lifecycle. It acts as a bridge between raw company data and professional-grade deliverables, ensuring that every financial decision is backed by structured analysis and data-driven insights.
Fundraising Advisor Use Cases
- Founders needing a structured pitch deck outline and business plan for Seed or Series A rounds.
- Investors requiring an automated investment memo and due diligence checklist for new opportunities.
- Startups seeking an objective valuation analysis using Scorecard, Berkus, and Risk Factor Summation methods.
- Entrepreneurs looking for data-driven investor matching and outreach strategies.
- Financial advisors wanting to generate quick project assessments and investment readiness scores.
How Fundraising Advisor Works
- The skill identifies the user type (Founder or Investor) and the specific service required via conversational analysis.
- It gathers comprehensive data across product, market, team, financials, and traction dimensions to build a project profile.
- The AI processes the inputs using the library to run valuation models and scoring algorithms based on real-world venture capital standards.
- It generates tailored outputs such as pitch deck structures, valuation reports, or investor match lists.
- Users can refine the analysis through conversational follow-ups and export the final results as professional Markdown files.
Fundraising Advisor Setup
To integrate this functionality into your environment, ensure you have the Openclaw Skills framework installed. You can then import the advisor package using the following command:
npm install @openclaw/skill-fa-advisor
Configure your environment to include sample investor data if matching capabilities are required. The skill is compatible with macOS, Linux, and Windows platforms.
Fundraising Advisor Data Schema & Taxonomy
The skill organizes information into a structured Project object to ensure high-fidelity analysis. Below is the primary taxonomy:
| Property | Description | Example |
|---|---|---|
| industry | The vertical the startup operates in | fintech, healthcare, saas |
| product | Details on product stage and unique value proposition | mvp, launched, scaling |
| market | TAM, SAM, SOM, and competitor differentiation | $50B TAM, 35% CAGR |
| financials | Revenue (ARR/MRR), burn rate, and 3-year projections | $1.2M ARR, 18mo runway |
| fundraising | Target amount, stage, and use of funds | $10M Series A, 40% R&D |
Fundraising Advisor Advanced Features
- Multi-method valuation engine including Scorecard, Berkus, and Risk Factor Summation models.
- Automated investor matching with custom match-score algorithms based on industry focus and stage.
- Professional business plan generation with executive summaries and go-to-market strategies.
- Specialized investor-mode for creating technical due diligence checklists and investment memos.
- Priority-tiered outreach strategy generator for targeted investor relations and email templates.
SKILL.md
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