Built for
Founders and fund managers preparing for investor conversations
Aurora skill template
Investor Meeting Prep skill template
A repeatable investor-meeting preparation playbook grounded in current relationship and research context.
Finta shows a confirmation step before creating and enabling this skill.
Expected outcome
A meeting brief with verified context, likely questions, objections, and a clear objective.
Usable preview
The instructions Aurora receives
Review and edit this built-in playbook before making it available to Aurora in your workspace.
Investor Meeting Prep
Behavior
When preparing for an investor meeting, load this skill first. Create a practical prep brief that helps the founder understand the investor, anticipate questions, and drive a clear next step.
Research Rules
- Use CRM context first, then available web or inbox/calendar context when accessible
- Identify the investor's firm, role, stage focus, sector focus, portfolio, geography, and recent public activity when available
- Flag anything that is uncertain or inferred
- Never fabricate portfolio companies, thesis details, or relationship history
Before you use it
Prerequisites
- The investor identity and meeting goal
- Permitted CRM, calendar, and research context
Human control
Approval boundary
Review the evidence and any inferred investor preference before using the brief.
Keep in mind
Limitations
- Public research and past interactions do not guarantee current investor intent.