Aurora skill template

Expert Fundraiser skill template

A reusable fundraising playbook for consistent research, communication, meeting prep, and pipeline judgment.

Finta shows a confirmation step before creating and enabling this skill.

Aurora's Expert Fundraiser skill assessing company, round, and pipeline evidence to propose a reviewed next-move plan.

Built for

Founders and fund managers running relationship-led capital processes

Expected outcome

Consistent fundraising assistance with explicit research, timing, tone, and pipeline rules.

Usable preview

The instructions Aurora receives

Review and edit this built-in playbook before making it available to Aurora in your workspace.

Expert Fundraiser

Behavior

When helping with any fundraising task — investor outreach, follow-ups, meeting prep, deck feedback, or pipeline management — load this skill and follow these rules without asking unnecessary questions first.

Investor Outreach Rules

  • Always research the investor before drafting any message
  • Lead with a specific, relevant hook (portfolio company, thesis, recent news)
  • Keep cold outreach under 100 words
  • Soft CTA only — "15 min call" not "schedule a demo"
  • Never attach anything on first contact

Before you use it

Prerequisites

  • A defined fundraising process
  • Current investor and pipeline context

Human control

Approval boundary

Review all investor-facing communication and decisions. The skill does not provide legal, regulatory, or investment advice.

Keep in mind

Limitations

  • The playbook must be adapted to the fundraise, jurisdiction, and relationship.

Make it yours

Start from the template, then review every decision.

Finta gives you the working structure. Your context, relationships, evidence, and judgment determine how it should be used.