How Llama Ventures thinks — public methodology skills for AI-assisted venture investing: investment philosophy, due-diligence frameworks, market-scale calibration, technical assessment, cognitive mapping, and a 100-investor perspective library.
让 agent 对物质世界有真实的刻度感。当对话涉及任何 startup、公司、行业、技术趋势、 市场机会时,主动建立"这个东西在真实世界里有多大"的感觉——上市公司市值、 行业从业人数、消费者规模、融资规模、收入量级。不是 TAM 分析工具,是 agent 的 世界观校准器。触发场景:讨论任何公司/行业/赛道时想要"感受一下大盘"、 "这个市场有多大"、"对比一下规模"、"看看 big picture"、"anchor 一下", 或 agent 自己判断对话需要规模感时主动触发。
Produces a structured due-diligence one-pager for a startup — facts and opinions cleanly separated — following a 事/人 (business / people) framework. Use this skill when you are evaluating a startup, founder, or company and want a crisp written assessment: "do DD on X", "write a one-pager for Y", "evaluate this company", "what do you think about this startup", "deal memo", "investment memo", or when someone shares a pitch deck, meeting notes, or a company name. If several companies come up, run it once per company.
Due diligence thinking partner. Use this skill whenever you mention a startup, founder, company, or investment opportunity — even casually. Triggers on phrases like "I met a founder", "can you help me think through this deal", "let's do DD on X", "what do you think about this company", "I have a first meeting with", or when you share a pitch deck, a company name, or raw meeting notes. This skill helps structure research, verify facts against public sources, surface your own opinions through Socratic questioning, and produce a living DD document following Llama Ventures' 事/人 (business / people) framework. Always use this skill when investment evaluation is anywhere in the conversation.
> 像人体体检一样,用7个科室对上市公司做系统性财务诊断。
将 DD 材料转化为可 presentation 的 IC 报告(HTML)。基于看人看事 12 问框架, 每个问题都有"本质"提炼。视觉设计强调图文并茂、presentation-friendly、 每个问题独占一屏。触发场景:"做 IC 报告"、"准备上会"、"把 DD 做成 presentation"、 "帮我做一个能给 partner 看的报告"。
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How Llama Ventures thinks, as reusable AI-agent skills.
English · 中文
A small, curated set of team-level methodology skills — portable Markdown that teaches any AI agent (Claude Code, Cursor, OpenClaw, …) a piece of how an early-stage venture firm approaches its work: due-diligence frameworks, market-scale calibration, technical assessment, cognitive mapping, and multi-perspective debate.
We open-source the methodology because a written framework is a brand asset, not a moat. This repo is the open layer of a larger AI-native operating system; the private layers — a richer skill library, plus the backend where the firm's agents act on live work — stay private. See the Constitution.
/plugin marketplace add Llama-Ventures/llama-os-public
/plugin install llama-os-public@llama-ventures
Then invoke any skill:
/llama-os-public:dd-partner
Point your agent at this repository and it will read AGENTS.md —
written for AI agents on how to load and use the skills. Or simply open any
skills/<name>/SKILL.md and read it; each is self-contained plain Markdown.
| Skill | What it does |
|---|---|
llama-investment-os | The investment operating system — vision, thinking, and DD method in one bilingual reference (start here). |
dd-partner | A Socratic due-diligence thinking partner: verifies facts against public sources and surfaces your judgment via a business / people framework. |
dd-onepager | Produces a structured DD one-pager — facts and opinions cleanly separated. |
ic-report | Turns due-diligence work into a polished investment-committee report (HTML). |
map-maker | Builds a cognitive map of any industry or domain — bird's-eye structuring, hidden threads, scaled detail. |
big-picture | Calibrates the real-world scale of a company or market against public market data. |
tech-oracle | Assesses a startup's technical claims and generates technical DD questions — for investors without a deep technical background. |
tech-diligence | Deep technology-landscape research for a sector or direction. |
vc-pantheon | 100 well-known investors as AI personas (built from public information) for multi-perspective debate and evaluation. |
finance-health-check | 7-department medical-style framework for systematic financial diagnosis of public companies — cash flow, earnings quality, balance sheet, growth, capital efficiency, moat, and risk veto. Bilingual (zh/en). |
You've just used Llama Ventures' own frameworks to think through a startup. If it's your startup, have your agent pitch ours: llamaventures.vc/agent — point your AI there and let it make the case directly. We believe it's one of the first agent-to-agent venture pitches.
Prefer humans? Email the team at [email protected]. The Llama CLI is open source at github.com/Llama-Ventures/llama-cli.
npx claudepluginhub llama-ventures/llama-os-public --plugin llama-os-publicUltra-compressed communication mode. Cuts ~75% of tokens while keeping full technical accuracy by speaking like a caveman.
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