internalai-agent/.agents/skills/find-investor-meetings/SKILL.md

---
name: find-investor-meetings
description: Analyze reflector meeting transcripts to identify conversations with potential investors. Extracts investor identity, implied next steps, and key quotes. Generates a markdown report with findings.
user-invocable: true
argument-hint: [start-date]
---

# Find Investor Meetings

Analyze reflector meeting transcripts to identify conversations with potential investors. For each investor meeting found, extract who the investor was, the implied next steps, and direct quotes.

**When to use:** You need to review your fundraising history, track investor conversations, or identify which meetings were with potential investors.

---

## Prerequisites

- DataIndex API access
- Reflector connector enabled

---

## Workflow

### Step 1: Get User Identity

First, get the current user's contact_id so we can filter for meetings they participated in.

```python
contactdb_get_me()
```

Extract the `id` field from the response - this is your `contact_id`.

### Step 2: Query Reflector Meetings

Fetch all reflector meetings from the specified start date to today, filtered to only include meetings where you participated.

```
GET /dataindex/api/v1/query
  ?entity_types=meeting
  &connector_ids=reflector
  &contact_ids={your_contact_id}
  &date_from={start-date}
  &date_to={today}
  &limit=100
  &sort_by=timestamp
  &sort_order=asc
```

**Note:** The `contact_ids` filter ensures we only analyze meetings you actually participated in.

### Step 3: Launch Parallel Subagents

For each meeting found, launch one subagent to analyze the transcript. Subagents run in parallel for efficiency.

**Subagent Task Template:**

```
Your task is to analyze a reflector meeting transcript to determine if it was with a potential investor.

Meeting to analyze:
- entity_id: reflector:{meeting_id}
- title: {title}
- date: {date}
- room: {room_name}
- participants: {participant_list}

Fetch the full transcript using:
```python
dataindex_get_entity_by_id(
    entity_id="reflector:{meeting_id}",
    include_raw_data=true,
    max_content_length=null
)
```

**Analyze for investor meeting indicators:**

Direct indicators:
- Terms: investment, investor, fundraising, valuation, term sheet, due diligence, funding, equity, stake, capital, VC, venture capital, angel investor, seed round, Series A, pitch deck, runway, burn rate, traction, market size

Indirect indicators (implied investment interest):
- Questions about: scalability, revenue model, market opportunity, competitive advantage, team background, customer traction, unit economics, go-to-market strategy
- Discussion of: financial projections, growth metrics, exit strategy, ownership percentage, board composition
- Mentions of: portfolio companies, investment thesis, follow-on funding, pro-rata rights

**Return JSON:**
{
  "is_investor_meeting": true/false,
  "confidence": "high/medium/low",
  "investor_name": "Name/Organization or null",
  "investor_type": "VC/Angel/Strategic/Unknown or null",
  "summary": "1-paragraph summary of who the investor was and their interest",
  "implied_next_steps": "What was implied as the next action after the call",
  "investor_quote": "Direct quote showing investor interest, concern, or feedback (use actual words from transcript)",
  "meeting_url": "https://reflector.monadical.com/transcripts/{meeting_id}"
}

If not an investor meeting, return:
{
  "is_investor_meeting": false,
  "confidence": "high",
  "investor_name": null,
  "investor_type": null,
  "summary": "Brief explanation of what this meeting was about",
  "implied_next_steps": null,
  "investor_quote": null,
  "meeting_url": "https://reflector.monadical.com/transcripts/{meeting_id}"
}

**Important:** 
- Only mark as investor meeting if there are clear indicators (high confidence)
- Internal discussions ABOUT fundraising preparation are NOT investor meetings
- Max/founders reporting on investor activities to the team is NOT an investor meeting
- The investor must be an external party, not an internal team member
- Extract actual quotes from the transcript, don't paraphrase
```

### Step 4: Compile Results

Collect all subagent responses and categorize:

**Investor Meetings:** Meetings where `is_investor_meeting: true`
**Non-Investor Meetings:** Meetings where `is_investor_meeting: false`
**Inconclusive:** Meetings with `confidence: low` - flag for manual review

### Step 5: Generate Report

Write findings to `investor-meetings-analysis-{start-date}-to-{today}.md`

**Report Structure:**

```markdown
# Investor Meeting Analysis

**Analysis Period:** {start-date} to {today}  
**Total Meetings Analyzed:** {count}  
**Investor Meetings Found:** {count}

---

## Summary

[Brief summary of findings - 2-3 sentences]

### Key Insights

[If investor meetings found:]
- Most recent investor conversation: {date} with {investor_name}
- Investor types: {breakdown by VC/Angel/Strategic}
- Common themes: {recurring topics across meetings}
- Next steps status: {summary of follow-up actions}

[If no investor meetings found:]
- No external investor conversations were captured in this date range
- Consider: meetings may have occurred on other platforms (Zoom, Google Meet), in-person, or in reflector rooms not covered
- {number} meetings were internal preparation for fundraising

---

## Investor Meetings

### {Date}: {Investor Name} ({Investor Type})

**Meeting:** [{Title}]({meeting_url})  
**Date:** {date}  
**Room:** {room_name}

**Summary:**  
{1-paragraph summary of who the investor was and what their interest/feedback was}

**Implied Next Steps:**  
{What was discussed as the next action after this call}

**Key Quote:**  
> "{investor_quote}"

---

[Repeat for each investor meeting found]

---

## Internal Fundraising Preparation

The following meetings focused on preparing for investor outreach but were not actual investor conversations:

| Date | Title | Activity |
|------|-------|----------|
| {date} | [{title}]({url}) | {brief description of preparation activity} |

---

## All Meetings Analyzed

| Date | Title | Room | Investor Meeting? | Notes |
|------|-------|------|-------------------|-------|
| {date} | [{title}]({url}) | {room} | {Yes/No} | {brief note} |

---

*Analysis completed: {date}*  
*Data Source: Reflector meeting transcripts via DataIndex API*
```

---

## Key Rules

1. **Only external investor meetings count** - Internal discussions about fundraising, pitch practice sessions, and team reports about investor activities are NOT investor meetings

2. **High confidence threshold** - Only mark as investor meeting with clear indicators. "Mentions investor" in context of CRM development is NOT an investor meeting

3. **Extract actual quotes** - Use the investor's exact words from the transcript, not paraphrases

4. **Include context** - When investor meetings are NOT found, document the preparation activities that were happening (CRM building, demo prep, pitch practice)

5. **Be specific about gaps** - If no investor meetings found, explain likely reasons (other platforms, in-person only, reflector not recording)

---

## Example Output

When investor meetings are found:

```markdown
## Investor Meetings

### 2025-12-15: Acme Ventures (VC)

**Meeting:** [GreyHaven Platform Demo](https://reflector.monadical.com/transcripts/abc123)  
**Date:** December 15, 2025  
**Room:** demo-room

**Summary:**  
Acme Ventures, a Series A-focused venture capital firm, expressed strong interest in GreyHaven's data sovereignty platform. The partner was particularly impressed by the local-first architecture and enterprise security features. They asked detailed questions about go-to-market strategy and current traction.

**Implied Next Steps:**  
Send detailed financial projections and customer pipeline by end of week. Schedule follow-up call with their technical partner for architecture review.

**Key Quote:**  
> "This is exactly the kind of infrastructure play we're looking for. The timing is right with all the data privacy regulations coming online. Can you get us those projections by Friday?"

---

### 2025-11-28: Sarah Chen (Angel)

**Meeting:** [Initial Introduction](https://reflector.monadical.com/transcripts/def456)  
**Date:** November 28, 2025  
**Room:** max-office

**Summary:**  
Sarah Chen, former CTO of DataCorp and active angel investor, met with Max for an introductory conversation. She's interested in the space and wanted to understand the technical differentiation from Palantir and other competitors.

**Implied Next Steps:**  
Send product demo video and technical architecture overview. She will intro us to two portfolio companies that might be pilot customers.

**Key Quote:**  
> "I've been looking for something in this space. Your approach to data sovereignty is novel. Send me the demo and let's talk again after the holidays."
```

When NO investor meetings are found:

```markdown
## Summary

After analyzing 47 reflector meetings from December 1, 2025 to January 29, 2026, **no meetings with external investors were identified**. All meetings were internal team discussions.

### Key Finding: Preparation for Investor Meetings

While no actual investor meetings were captured, several meetings focused on preparing for investor outreach:

1. **Max practicing his GreyHaven pitch** (Jan 6, 2026) - Internal all-hands where Max rehearsed his investor presentation
2. **Demo preparation discussions** (Jan 26-29, 2026) - Multiple meetings about creating demo materials for investor presentations
3. **CRM pipeline development** (Dec 17-19, 2025) - Building systems to track investor leads and fundraising progress

### Why No Investor Meetings?

Actual investor meetings may have occurred:
- On other platforms (Zoom, Google Meet, Microsoft Teams)
- In-person without reflector recording
- In reflector rooms not captured in the query
- Before the specified date range
```

---

## Dependencies

- [dataindex skill](../dataindex/SKILL.md) - Meeting queries and transcript retrieval
- [contactdb skill](../contactdb/SKILL.md) - Participant name resolution

---

## Usage Examples

**Default (last 90 days):**
```
/find-investor-meetings
```

**Specific start date:**
```
/find-investor-meetings 2025-12-01
```

**Full year analysis:**
```
/find-investor-meetings 2025-01-01
```