vc

Claude-VC

Venture capital analysis toolkit. A single skill with 6 sub-commands covering the full VC workflow: evaluate deals, write memos, analyze terms, model equity, build financials, and monitor portfolios.

Commands

Command	What it does
/vc screen <input(s)>	Score a startup (1 input) or compare 2-4 companies
/vc memo <input>	Write a structured investment memo (with DD checklist)
/vc terms <file>	Analyze a term sheet, SAFE, or convertible note
/vc captable <input>	Model cap table, dilution, waterfall, exit scenarios
/vc model <input>	Generate a 3-statement financial model with projections
/vc portfolio <data>	Portfolio report, KPI dashboard, or returns analysis
/vc status	Check connected data sources and extensions
/vc help	Show help

Routing Logic

When the user invokes /vc, parse $ARGUMENTS:

1. If the first argument is help, display the Help section (below) and stop.

2. If the first argument is status, display the Status output (see Status section below) and stop.

3. If the first argument is one of the command names (screen, memo, terms, captable, model, portfolio), read the corresponding command file and follow its instructions, passing any remaining arguments:

   • screen → ${CLAUDE_SKILL_DIR}/commands/screen.md
   • memo → ${CLAUDE_SKILL_DIR}/commands/memo.md
   • terms → ${CLAUDE_SKILL_DIR}/commands/terms.md
   • captable → ${CLAUDE_SKILL_DIR}/commands/captable.md
   • model → ${CLAUDE_SKILL_DIR}/commands/model.md
   • portfolio → ${CLAUDE_SKILL_DIR}/commands/portfolio.md

4. If no recognized command is given, analyze the user's intent:

   • URL or file path provided → run the default workflow (see below)
   • Mentions "memo" or "write-up" → follow commands/memo.md
   • Mentions "terms", "SAFE", "convertible" → follow commands/terms.md
   • Mentions "cap table", "dilution", "ownership", "waterfall" → follow commands/captable.md
   • Mentions "financial model", "3-statement", "projections", "P&L", "income statement", "balance sheet", "cash flow" → follow commands/model.md
   • Mentions "compare", "versus", "side by side" → follow commands/screen.md (comparison mode)
   • Mentions "diligence", "DD", "checklist" → follow commands/memo.md with --diligence-only
   • Mentions "KPIs", "metrics", "SaaS metrics", "Rule of 40", "burn multiple", "magic number", "KPI dashboard" → follow commands/portfolio.md with --kpi
   • Mentions "IRR", "MOIC", "DPI", "TVPI", "PME", "fund performance", "returns" → follow commands/portfolio.md with --returns
   • Mentions "portfolio", "LP report" → follow commands/portfolio.md
   • Otherwise, ask the user which workflow they need

5. If the user invokes /vc with no arguments, display the Help section.

Default Workflow (URL or Pitch Deck)

When the user provides /vc <url> or /vc <file> without a command name, run screening and memo in serial. The memo now includes a tailored due diligence checklist, so the chain is two steps instead of three:

1. Tell the user: "Step 1/2 — Screening [company/input]..."
2. Screen: Read ${CLAUDE_SKILL_DIR}/commands/screen.md and perform a quick screen on the input. Present the Deal Score and screening results.
3. Tell the user: "Step 2/2 — Writing investment memo with DD checklist..."
4. Memo: Read ${CLAUDE_SKILL_DIR}/commands/memo.md and generate the full memo using the screening results as context. The memo's Section 12 is the tailored DD checklist.

The default workflow always generates a DOCX export of the memo (per the memo command's default behavior). Do not skip DOCX unless the user explicitly passes --no-docx.

Full Screening Orchestration

When /vc screen is invoked with --full, or when /vc memo is used with --comprehensive, orchestrate parallel analysis per commands/screen.md:

1. Gather the company information.
2. Tell the user: "Launching 6 parallel analysts: financial, market, technical, legal, competitive, team..."
3. Spawn 6 parallel sub-agents using the Agent/Task tool. For each, read the prompt file at ${CLAUDE_SKILL_DIR}/agents/<name>.md and use it as the sub-agent's instructions:
   • agents/financial.md — Revenue, unit economics, burn, projections
   • agents/market.md — TAM/SAM/SOM, dynamics, timing, regulatory
   • agents/technical.md — Product maturity, tech stack, moat, IP
   • agents/legal.md — Corporate structure, regulatory, contracts, litigation
   • agents/competitive.md — Competitor mapping, positioning, barriers
   • agents/team.md — Founder backgrounds, completeness, founder-market fit
4. Collect all results (each sub-agent ends with a FINDINGS_SUMMARY line).
5. Tell the user: "All 6 analyses complete. Aggregating Deal Score..."
6. Aggregate into a Deal Score (0-100) with dimension breakdown.
7. Proceed with the requesting command's output format.

Reference Files

Load these on-demand as needed — do NOT load all at startup:

• ${CLAUDE_SKILL_DIR}/references/investment-criteria.md — Scoring framework with default weights
• ${CLAUDE_SKILL_DIR}/references/valuation-methods.md — DCF, comparables, VC method, Berkus
• ${CLAUDE_SKILL_DIR}/references/disclaimers.md — Regulatory disclaimers for all outputs
• ${CLAUDE_SKILL_DIR}/references/due-diligence-checklist.md — Comprehensive DD items by category
• ${CLAUDE_SKILL_DIR}/references/term-sheet-terms.md — NVCA model terms with market commentary
• ${CLAUDE_SKILL_DIR}/references/safe-mechanics.md — YC SAFE variants, conversion mechanics
• ${CLAUDE_SKILL_DIR}/references/industry-multiples.md — Revenue/EBITDA multiples by sector

Disclaimer Requirement

Every output from any /vc command must end with the appropriate disclaimer from ${CLAUDE_SKILL_DIR}/references/disclaimers.md. Read that file and append the standard or enhanced disclaimer based on the output type:

• Standard disclaimer: for screening, memos, portfolio reports, comparisons, DD checklists
• Enhanced disclaimer: for valuations, term sheet analysis, cap table outputs, financial models, KPI reports, returns analysis

Optional Extensions

If MCP tools from extensions are available, commands and sub-agents can use them to enrich analysis:

• Octagon AI: If octagon-agent tool is available, use it for private company data, funding rounds, investor profiles, and SEC filing analysis
• SEC EDGAR: If vc-edgar tools are available, use them for raw public company filing access

Status

When the user types /vc status, check which data sources and extensions are available and report a summary. This helps users understand what's connected and what they could add for richer analysis.

Check these in order:

1. Python scripts: Verify the calculation scripts are accessible by checking that ${CLAUDE_SKILL_DIR}/scripts/captable.py and ${CLAUDE_SKILL_DIR}/scripts/financial_model.py exist (Read tool).
2. Octagon AI: Check if an octagon-agent MCP tool is available.
3. SEC EDGAR: Check if vc-edgar MCP tools are available.
4. Firm customization: Check if ${CLAUDE_SKILL_DIR}/config/firm-criteria.md or ${CLAUDE_SKILL_DIR}/config/firm-templates.md exist.
5. Web search: Check if WebSearch tool is available.

Output format:

# Claude-VC Status

## Core

| Component          | Status      |
| ------------------ | ----------- |
| Cap table engine   | Ready / Missing |
| Financial model engine | Ready / Missing |
| Web search         | Available / Not available |

## Data Source Extensions

| Extension          | Status          | What it adds                          |
| ------------------ | --------------- | ------------------------------------- |
| Octagon AI         | Connected / Not connected | Private company data, funding rounds, investor profiles |
| SEC EDGAR          | Connected / Not connected | Public company filings (10-K, 10-Q, S-1) |

## Firm Customization

| Config File        | Status          | What it does                          |
| ------------------ | --------------- | ------------------------------------- |
| firm-criteria.md   | Active / Not set up | Custom scoring weights and thresholds |
| firm-templates.md  | Active / Not set up | Custom memo sections and formatting   |

**Tip**: To add an extension, install its MCP server and restart Claude.
To customize scoring or templates, copy the example files in
`config/` and rename them (remove `.example`).

Help

When the user types /vc help or /vc with no arguments, display the following help text and ask what they'd like to do:

Claude-VC — venture capital analysis toolkit

Usage:
  /vc <url or file>          Screen → Memo (the default workflow)
  /vc <command> [args]       Run a specific command

Commands:
  screen <input(s)>          Score a startup 0-100 (1 input) or compare (2-4 inputs)
                               Flags: --full (6 parallel agents), --criteria <file>
  memo <input>               Write a structured investment memo + DD checklist
                               Flags: --comprehensive, --diligence-only,
                                      --stage <stage>, --sector <sector>, --no-docx
  terms <file>               Review a term sheet, SAFE, or convertible note
  captable <input>           Model cap table, dilution, waterfall, exit scenarios
                               Flags: --no-xlsx
  model <input>              Build a 3-statement financial model (3-5 year projection)
                               Flags: --no-docx, --no-xlsx
  portfolio <data>           Portfolio report by default
                               Flags: --kpi (KPI dashboard for one company)
                                      --returns (fund-level IRR/MOIC/DPI/TVPI/PME)
                                      --no-docx, --no-xlsx
  status                     Check connected data sources and extensions
  help                       Show this help message

Examples:
  /vc https://ramp.com                     Screen Ramp and write an investment memo
  /vc pitch-deck.pdf                       Screen a startup from its pitch deck
  /vc screen https://ramp.com --full       Deep screen with 6 parallel analysts
  /vc screen a.pdf b.pdf c.pdf             Compare 3 companies side by side
  /vc memo https://notion.so               Write a 12-section memo for Notion
  /vc memo --diligence-only --stage seed   Generate just the DD checklist for a seed deal
  /vc terms safe-agreement.pdf             Analyze a SAFE against NVCA standards
  /vc captable                             Model your cap table interactively
  /vc model --no-xlsx                      Build a 3-statement model (markdown only)
  /vc portfolio portfolio.csv              LP-ready portfolio report from a CSV
  /vc portfolio metrics.json --kpi         KPI dashboard for a single company
  /vc portfolio investments.csv --returns  Fund-level IRR, MOIC, DPI, TVPI analysis
  /vc status                               Check which data sources are connected