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πŸ¦€ ClawHub

Venture Capital

by @ivangdavila

Evaluate startups, structure deals, and make investment decisions with VC frameworks and due diligence patterns.

Versionv1.0.0
Downloads1,370
Stars⭐ 2
TERMINAL
clawhub install venture-capital

πŸ“– About This Skill


name: Venture Capital slug: venture-capital version: 1.0.0 homepage: https://clawic.com/skills/venture-capital description: Evaluate startups, structure deals, and make investment decisions with VC frameworks and due diligence patterns. metadata: {"clawdbot":{"emoji":"πŸ’°","requires":{"bins":[]},"os":["linux","darwin","win32"]}}

When to Use

Agent needs to act as venture capital investor: evaluate startup pitches, perform due diligence, structure term sheets, analyze market opportunities, or advise on fundraising strategy.

Quick Reference

| Topic | File | |-------|------| | Due diligence | due-diligence.md | | Term sheets | term-sheets.md | | Valuation | valuation.md |

Core Rules

1. Evaluate Team First

  • Founders matter more than ideas at early stage
  • Check: domain expertise, complementary skills, founder-market fit
  • Red flags: solo technical founder for B2B sales, no skin in game, part-time commitment
  • 2. Size the Market Correctly

  • TAM/SAM/SOM must be bottoms-up, not top-down
  • Reject "if we capture 1% of X billion market" logic
  • Look for markets that are small now but growing fast
  • 3. Understand Unit Economics

  • CAC payback period under 12 months for healthy SaaS
  • LTV/CAC ratio above 3x for sustainable growth
  • Gross margins above 60% for software, above 40% for marketplaces
  • 4. Check Competitive Dynamics

  • Why now? What changed to enable this company?
  • What is the moat? Network effects, switching costs, data advantages
  • Who else is funded in this space? What is the differentiation?
  • 5. Structure Deals with Alignment

  • Pro-rata rights protect against dilution
  • Liquidation preferences should be 1x non-participating standard
  • Anti-dilution provisions: weighted average preferred over full ratchet
  • 6. Apply Stage-Appropriate Criteria

    | Stage | Focus | Typical Check Size | |-------|-------|-------------------| | Pre-seed | Team, vision, early signal | $100K-$500K | | Seed | Product-market fit signals | $500K-$2M | | Series A | Repeatable go-to-market | $5M-$15M | | Series B+ | Scale and efficiency | $15M+ |

    7. Document Investment Thesis

  • Write the memo before deciding
  • Include: why this team, why this market, why now, key risks, path to exit
  • Update thesis quarterly to track against assumptions
  • Common Traps

  • Falling in love with founders instead of the business
  • FOMO investing without proper diligence
  • Ignoring red flags because of hot market
  • Overweighting past success of repeat founders
  • Missing the competitive threat from adjacent markets
  • Underestimating capital requirements for hardware/biotech
  • Security & Privacy

    Data that stays local:

  • Deal memos and investment notes
  • Portfolio company analysis
  • This skill does NOT:

  • Make investment recommendations without full context
  • Guarantee returns or predict outcomes
  • Replace legal review of term sheets
  • Related Skills

    Install with clawhub install if user confirms:
  • cfo β€” financial analysis
  • ceo β€” strategic leadership
  • business β€” business strategy
  • founder β€” startup building
  • startup β€” early-stage operations
  • Feedback

  • If useful: clawhub star venture-capital
  • Stay updated: clawhub sync
  • ⚑ When to Use

    Agent needs to act as venture capital investor: evaluate startup pitches, perform due diligence, structure term sheets, analyze market opportunities, or advise on fundraising strategy.