@girardmedia/bootspring 1.2.0 → 2.0.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +107 -14
- package/bin/bootspring.js +166 -27
- package/cli/agent.js +189 -17
- package/cli/analyze.js +499 -0
- package/cli/audit.js +557 -0
- package/cli/auth.js +495 -38
- package/cli/billing.js +302 -0
- package/cli/build.js +695 -0
- package/cli/business.js +109 -26
- package/cli/checkpoint-utils.js +168 -0
- package/cli/checkpoint.js +639 -0
- package/cli/cloud-sync.js +447 -0
- package/cli/content.js +198 -0
- package/cli/context.js +1 -1
- package/cli/deploy.js +543 -0
- package/cli/fundraise.js +112 -50
- package/cli/github-cmd.js +435 -0
- package/cli/health.js +477 -0
- package/cli/init.js +84 -13
- package/cli/legal.js +107 -95
- package/cli/log.js +2 -2
- package/cli/loop.js +976 -73
- package/cli/manager.js +711 -0
- package/cli/metrics.js +480 -0
- package/cli/monitor.js +812 -0
- package/cli/onboard.js +521 -0
- package/cli/orchestrator.js +12 -24
- package/cli/prd.js +594 -0
- package/cli/preseed-start.js +1483 -0
- package/cli/preseed.js +2302 -0
- package/cli/project.js +436 -0
- package/cli/quality.js +233 -0
- package/cli/security.js +913 -0
- package/cli/seed.js +1441 -5
- package/cli/skill.js +273 -211
- package/cli/suggest.js +989 -0
- package/cli/switch.js +453 -0
- package/cli/visualize.js +527 -0
- package/cli/watch.js +769 -0
- package/cli/workspace.js +607 -0
- package/core/analyze-workflow.js +1134 -0
- package/core/api-client.js +535 -22
- package/core/audit-workflow.js +1350 -0
- package/core/build-orchestrator.js +480 -0
- package/core/build-state.js +577 -0
- package/core/checkpoint-engine.js +408 -0
- package/core/config.js +1109 -26
- package/core/context-loader.js +21 -1
- package/core/deploy-workflow.js +836 -0
- package/core/entitlements.js +93 -22
- package/core/github-sync.js +610 -0
- package/core/index.js +8 -1
- package/core/ingest.js +1111 -0
- package/core/metrics-engine.js +768 -0
- package/core/onboard-workflow.js +1007 -0
- package/core/preseed-workflow.js +934 -0
- package/core/preseed.js +1617 -0
- package/core/project-context.js +325 -0
- package/core/project-state.js +694 -0
- package/core/r2-sync.js +583 -0
- package/core/scaffold.js +525 -7
- package/core/session.js +258 -0
- package/core/task-extractor.js +758 -0
- package/core/telemetry.js +28 -6
- package/core/tier-enforcement.js +737 -0
- package/core/utils.js +38 -14
- package/generators/questionnaire.js +15 -12
- package/generators/sections/ai.js +7 -7
- package/generators/sections/content.js +300 -0
- package/generators/sections/index.js +3 -0
- package/generators/sections/plugins.js +7 -6
- package/generators/templates/build-planning.template.js +596 -0
- package/generators/templates/content.template.js +819 -0
- package/generators/templates/index.js +2 -1
- package/hooks/git-autopilot.js +1250 -0
- package/hooks/index.js +9 -0
- package/intelligence/agent-collab.js +2057 -0
- package/intelligence/auto-suggest.js +634 -0
- package/intelligence/content-gen.js +1589 -0
- package/intelligence/cross-project.js +1647 -0
- package/intelligence/index.js +184 -0
- package/intelligence/learning/insights.json +517 -7
- package/intelligence/learning/pattern-learner.js +1008 -14
- package/intelligence/memory/decision-tracker.js +1431 -31
- package/intelligence/memory/decisions.jsonl +0 -0
- package/intelligence/orchestrator.js +2896 -1
- package/intelligence/prd.js +92 -1
- package/intelligence/recommendation-weights.json +14 -2
- package/intelligence/recommendations.js +463 -9
- package/intelligence/workflow-composer.js +1451 -0
- package/marketplace/index.d.ts +324 -0
- package/marketplace/index.js +1921 -0
- package/mcp/contracts/mcp-contract.v1.json +342 -4
- package/mcp/registry.js +680 -3
- package/mcp/response-formatter.js +23 -0
- package/mcp/tools/assist-tool.js +78 -4
- package/mcp/tools/autopilot-tool.js +408 -0
- package/mcp/tools/content-tool.js +571 -0
- package/mcp/tools/dashboard-tool.js +251 -5
- package/mcp/tools/mvp-tool.js +344 -0
- package/mcp/tools/plugin-tool.js +23 -1
- package/mcp/tools/prd-tool.js +579 -0
- package/mcp/tools/seed-tool.js +447 -0
- package/mcp/tools/skill-tool.js +43 -14
- package/mcp/tools/suggest-tool.js +147 -0
- package/package.json +15 -6
- package/agents/README.md +0 -93
- package/agents/ai-integration-expert/context.md +0 -386
- package/agents/api-expert/context.md +0 -416
- package/agents/architecture-expert/context.md +0 -454
- package/agents/auth-expert/context.md +0 -399
- package/agents/backend-expert/context.md +0 -483
- package/agents/business-strategy-expert/context.md +0 -180
- package/agents/code-review-expert/context.md +0 -365
- package/agents/competitive-analysis-expert/context.md +0 -239
- package/agents/data-modeling-expert/context.md +0 -352
- package/agents/database-expert/context.md +0 -250
- package/agents/devops-expert/context.md +0 -446
- package/agents/email-expert/context.md +0 -379
- package/agents/financial-expert/context.md +0 -213
- package/agents/frontend-expert/context.md +0 -364
- package/agents/fundraising-expert/context.md +0 -257
- package/agents/growth-expert/context.md +0 -249
- package/agents/index.js +0 -140
- package/agents/investor-relations-expert/context.md +0 -266
- package/agents/legal-expert/context.md +0 -284
- package/agents/marketing-expert/context.md +0 -236
- package/agents/monitoring-expert/context.md +0 -362
- package/agents/operations-expert/context.md +0 -279
- package/agents/partnerships-expert/context.md +0 -286
- package/agents/payment-expert/context.md +0 -340
- package/agents/performance-expert/context.md +0 -377
- package/agents/private-equity-expert/context.md +0 -246
- package/agents/railway-expert/context.md +0 -284
- package/agents/research-expert/context.md +0 -245
- package/agents/sales-expert/context.md +0 -241
- package/agents/security-expert/context.md +0 -343
- package/agents/testing-expert/context.md +0 -414
- package/agents/ui-ux-expert/context.md +0 -448
- package/agents/vercel-expert/context.md +0 -426
- package/skills/index.js +0 -787
- package/skills/patterns/README.md +0 -163
- package/skills/patterns/ai/agents.md +0 -281
- package/skills/patterns/ai/claude.md +0 -138
- package/skills/patterns/ai/embeddings.md +0 -150
- package/skills/patterns/ai/rag.md +0 -266
- package/skills/patterns/ai/streaming.md +0 -170
- package/skills/patterns/ai/structured-output.md +0 -162
- package/skills/patterns/ai/tools.md +0 -154
- package/skills/patterns/analytics/tracking.md +0 -220
- package/skills/patterns/api/errors.md +0 -296
- package/skills/patterns/api/graphql.md +0 -440
- package/skills/patterns/api/middleware.md +0 -279
- package/skills/patterns/api/openapi.md +0 -285
- package/skills/patterns/api/rate-limiting.md +0 -231
- package/skills/patterns/api/route-handler.md +0 -217
- package/skills/patterns/api/server-action.md +0 -249
- package/skills/patterns/api/versioning.md +0 -443
- package/skills/patterns/api/webhooks.md +0 -247
- package/skills/patterns/auth/clerk.md +0 -132
- package/skills/patterns/auth/mfa.md +0 -313
- package/skills/patterns/auth/nextauth.md +0 -140
- package/skills/patterns/auth/oauth.md +0 -237
- package/skills/patterns/auth/rbac.md +0 -152
- package/skills/patterns/auth/session-management.md +0 -367
- package/skills/patterns/auth/session.md +0 -120
- package/skills/patterns/database/audit.md +0 -177
- package/skills/patterns/database/migrations.md +0 -177
- package/skills/patterns/database/pagination.md +0 -230
- package/skills/patterns/database/pooling.md +0 -357
- package/skills/patterns/database/prisma.md +0 -180
- package/skills/patterns/database/relations.md +0 -187
- package/skills/patterns/database/seeding.md +0 -246
- package/skills/patterns/database/soft-delete.md +0 -153
- package/skills/patterns/database/transactions.md +0 -162
- package/skills/patterns/deployment/ci-cd.md +0 -231
- package/skills/patterns/deployment/docker.md +0 -188
- package/skills/patterns/deployment/monitoring.md +0 -387
- package/skills/patterns/deployment/vercel.md +0 -160
- package/skills/patterns/email/resend.md +0 -143
- package/skills/patterns/email/templates.md +0 -245
- package/skills/patterns/email/transactional.md +0 -503
- package/skills/patterns/email/verification.md +0 -176
- package/skills/patterns/files/download.md +0 -243
- package/skills/patterns/files/upload.md +0 -239
- package/skills/patterns/i18n/nextintl.md +0 -188
- package/skills/patterns/logging/structured.md +0 -292
- package/skills/patterns/notifications/email-queue.md +0 -248
- package/skills/patterns/notifications/push.md +0 -279
- package/skills/patterns/payments/checkout.md +0 -303
- package/skills/patterns/payments/invoices.md +0 -287
- package/skills/patterns/payments/portal.md +0 -245
- package/skills/patterns/payments/stripe.md +0 -272
- package/skills/patterns/payments/subscriptions.md +0 -300
- package/skills/patterns/payments/usage.md +0 -279
- package/skills/patterns/performance/caching.md +0 -276
- package/skills/patterns/performance/code-splitting.md +0 -233
- package/skills/patterns/performance/edge.md +0 -254
- package/skills/patterns/performance/isr.md +0 -266
- package/skills/patterns/performance/lazy-loading.md +0 -281
- package/skills/patterns/realtime/sse.md +0 -327
- package/skills/patterns/realtime/websockets.md +0 -336
- package/skills/patterns/search/filtering.md +0 -329
- package/skills/patterns/search/fulltext.md +0 -260
- package/skills/patterns/security/audit-logging.md +0 -444
- package/skills/patterns/security/csrf.md +0 -234
- package/skills/patterns/security/headers.md +0 -252
- package/skills/patterns/security/sanitization.md +0 -258
- package/skills/patterns/security/secrets.md +0 -261
- package/skills/patterns/security/validation.md +0 -268
- package/skills/patterns/security/xss.md +0 -229
- package/skills/patterns/seo/metadata.md +0 -252
- package/skills/patterns/state/context.md +0 -349
- package/skills/patterns/state/react-query.md +0 -313
- package/skills/patterns/state/url-state.md +0 -482
- package/skills/patterns/state/zustand.md +0 -262
- package/skills/patterns/testing/api.md +0 -259
- package/skills/patterns/testing/component.md +0 -233
- package/skills/patterns/testing/coverage.md +0 -207
- package/skills/patterns/testing/fixtures.md +0 -225
- package/skills/patterns/testing/integration.md +0 -436
- package/skills/patterns/testing/mocking.md +0 -177
- package/skills/patterns/testing/playwright.md +0 -162
- package/skills/patterns/testing/snapshot.md +0 -175
- package/skills/patterns/testing/vitest.md +0 -307
- package/skills/patterns/ui/accordions.md +0 -395
- package/skills/patterns/ui/cards.md +0 -299
- package/skills/patterns/ui/dropdowns.md +0 -476
- package/skills/patterns/ui/empty-states.md +0 -320
- package/skills/patterns/ui/forms.md +0 -405
- package/skills/patterns/ui/inputs.md +0 -319
- package/skills/patterns/ui/layouts.md +0 -282
- package/skills/patterns/ui/loading.md +0 -291
- package/skills/patterns/ui/modals.md +0 -338
- package/skills/patterns/ui/navigation.md +0 -374
- package/skills/patterns/ui/tables.md +0 -407
- package/skills/patterns/ui/toasts.md +0 -300
- package/skills/patterns/ui/tooltips.md +0 -396
- package/skills/patterns/utils/dates.md +0 -435
- package/skills/patterns/utils/errors.md +0 -451
- package/skills/patterns/utils/formatting.md +0 -345
- package/skills/patterns/utils/validation.md +0 -434
- package/templates/bootspring.config.js +0 -83
- package/templates/business/business-model-canvas.md +0 -246
- package/templates/business/business-plan.md +0 -266
- package/templates/business/competitive-analysis.md +0 -312
- package/templates/fundraising/data-room-checklist.md +0 -300
- package/templates/fundraising/investor-research.md +0 -243
- package/templates/fundraising/pitch-deck-outline.md +0 -253
- package/templates/legal/gdpr-checklist.md +0 -339
- package/templates/legal/privacy-policy.md +0 -285
- package/templates/legal/terms-of-service.md +0 -222
- package/templates/mcp.json +0 -9
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# Growth Expert Agent
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## Role
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Specialized in growth strategy, product-led growth, viral loops, retention optimization, and scaling user acquisition for startups.
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## Core Expertise
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### Growth Framework
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```markdown
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## AARRR Pirate Metrics
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### 1. Acquisition
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- How do users find you?
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- Channels: SEO, paid ads, content, referrals
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- Key metric: New signups
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- Do they have a great first experience?
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- Time to value (TTV)
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- Key metric: Retention rate
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Your single metric that captures core value:
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```
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### Product-Led Growth
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Track retention by signup week:
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| Week | W0 | W1 | W2 | W4 | W8 | W12 |
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|------|-----|-----|-----|-----|-----|-----|
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| Cohort 1 | 100% | 45% | 35% | 28% | 22% | 18% |
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| Cohort 2 | 100% | 50% | 40% | 32% | 25% | 20% |
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|
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```
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### Viral Loops
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```markdown
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## Types of Viral Loops
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### 1. Word of Mouth
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- NPS-driven referrals
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- Social sharing of success
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- Community building
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-
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### 2. Invite/Collaboration
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- Product requires sharing
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- Better with more users
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- Example: Figma, Notion
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### 3. User-Generated Content
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- Public content creates exposure
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- "Made with [Product]"
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- Embeds and widgets
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### 4. Incentivized Referral
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- Dropbox: Free space for referrals
|
|
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- Two-sided rewards (referrer + referee)
|
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|
-
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|
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## Viral Coefficient Formula
|
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|
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K = (invites per user) × (conversion rate)
|
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- K < 1: Growth slows without acquisition
|
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- K = 1: Self-sustaining
|
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- K > 1: Exponential growth (rare)
|
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|
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## Referral Program Structure
|
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|
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| Action | Referrer Gets | Referee Gets |
|
|
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|
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|--------|---------------|--------------|
|
|
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|
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| Signup | $10 credit | $10 credit |
|
|
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|
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| Paid conversion | 1 month free | 20% off first |
|
|
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|
-
```
|
|
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|
-
|
|
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|
-
### Growth Experiments
|
|
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|
-
|
|
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|
-
```markdown
|
|
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|
-
## Experiment Framework
|
|
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|
-
|
|
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|
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### ICE Scoring
|
|
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|
-
- **Impact**: 1-10 (potential effect)
|
|
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|
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- **Confidence**: 1-10 (certainty)
|
|
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|
-
- **Ease**: 1-10 (implementation effort)
|
|
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|
-
- **Score** = (I + C + E) / 3
|
|
204
|
-
|
|
205
|
-
### Experiment Template
|
|
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|
-
```markdown
|
|
207
|
-
## Hypothesis
|
|
208
|
-
If we [change], then [metric] will [increase/decrease] by [amount]
|
|
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|
-
because [reason].
|
|
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|
-
|
|
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|
-
## Metrics
|
|
212
|
-
- Primary: [main metric]
|
|
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|
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- Secondary: [supporting metrics]
|
|
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|
-
- Guardrail: [what shouldn't decrease]
|
|
215
|
-
|
|
216
|
-
## Audience
|
|
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|
-
- % of users: [X%]
|
|
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|
-
- Duration: [Y days/weeks]
|
|
219
|
-
|
|
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|
-
## Results
|
|
221
|
-
- Control: [X]
|
|
222
|
-
- Variant: [Y]
|
|
223
|
-
- Statistical significance: [yes/no]
|
|
224
|
-
- Decision: [ship/iterate/kill]
|
|
225
|
-
```
|
|
226
|
-
|
|
227
|
-
### Common Growth Experiments
|
|
228
|
-
1. Signup flow simplification
|
|
229
|
-
2. Pricing page optimization
|
|
230
|
-
3. Free trial length
|
|
231
|
-
4. Onboarding sequence
|
|
232
|
-
5. Feature gating
|
|
233
|
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6. CTA copy/design
|
|
234
|
-
7. Social proof placement
|
|
235
|
-
```
|
|
236
|
-
|
|
237
|
-
## Growth Checklist
|
|
238
|
-
|
|
239
|
-
- [ ] North Star metric defined
|
|
240
|
-
- [ ] AARRR funnel mapped
|
|
241
|
-
- [ ] Activation "aha moment" identified
|
|
242
|
-
- [ ] Onboarding optimized
|
|
243
|
-
- [ ] Retention tracked by cohort
|
|
244
|
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- [ ] Viral loops implemented
|
|
245
|
-
- [ ] Referral program launched
|
|
246
|
-
- [ ] Experiment pipeline active
|
|
247
|
-
|
|
248
|
-
## Trigger Keywords
|
|
249
|
-
growth, PLG, product-led, viral, retention, activation, churn, conversion, funnel, experiment, A/B test, onboarding, referral, engagement, habit
|
package/agents/index.js
DELETED
|
@@ -1,140 +0,0 @@
|
|
|
1
|
-
/**
|
|
2
|
-
* Bootspring Agents Module
|
|
3
|
-
* Programmatic access to agent data and invocation
|
|
4
|
-
*/
|
|
5
|
-
|
|
6
|
-
const fs = require('fs');
|
|
7
|
-
const path = require('path');
|
|
8
|
-
|
|
9
|
-
// Agent registry from cli/agent.js
|
|
10
|
-
const AGENTS = {
|
|
11
|
-
'database-expert': {
|
|
12
|
-
name: 'Database Expert',
|
|
13
|
-
expertise: ['SQL', 'Prisma', 'PostgreSQL', 'migrations', 'query optimization'],
|
|
14
|
-
description: 'Expert in database design, queries, and optimization'
|
|
15
|
-
},
|
|
16
|
-
'security-expert': {
|
|
17
|
-
name: 'Security Expert',
|
|
18
|
-
expertise: ['OWASP', 'authentication', 'authorization', 'encryption', 'vulnerabilities'],
|
|
19
|
-
description: 'Expert in application security and best practices'
|
|
20
|
-
},
|
|
21
|
-
'frontend-expert': {
|
|
22
|
-
name: 'Frontend Expert',
|
|
23
|
-
expertise: ['React', 'Next.js', 'Tailwind', 'components', 'state management'],
|
|
24
|
-
description: 'Expert in frontend development and UI'
|
|
25
|
-
},
|
|
26
|
-
'backend-expert': {
|
|
27
|
-
name: 'Backend Expert',
|
|
28
|
-
expertise: ['Node.js', 'APIs', 'server actions', 'middleware', 'serverless'],
|
|
29
|
-
description: 'Expert in backend development and server-side logic'
|
|
30
|
-
},
|
|
31
|
-
'api-expert': {
|
|
32
|
-
name: 'API Expert',
|
|
33
|
-
expertise: ['REST', 'GraphQL', 'tRPC', 'webhooks', 'API design'],
|
|
34
|
-
description: 'Expert in API design and integration'
|
|
35
|
-
},
|
|
36
|
-
'testing-expert': {
|
|
37
|
-
name: 'Testing Expert',
|
|
38
|
-
expertise: ['Vitest', 'Jest', 'Playwright', 'coverage', 'TDD'],
|
|
39
|
-
description: 'Expert in testing strategies and implementation'
|
|
40
|
-
},
|
|
41
|
-
'performance-expert': {
|
|
42
|
-
name: 'Performance Expert',
|
|
43
|
-
expertise: ['optimization', 'caching', 'profiling', 'Core Web Vitals', 'lazy loading'],
|
|
44
|
-
description: 'Expert in application performance optimization'
|
|
45
|
-
},
|
|
46
|
-
'devops-expert': {
|
|
47
|
-
name: 'DevOps Expert',
|
|
48
|
-
expertise: ['CI/CD', 'Docker', 'deployment', 'monitoring', 'infrastructure'],
|
|
49
|
-
description: 'Expert in DevOps practices and deployment'
|
|
50
|
-
},
|
|
51
|
-
'ui-ux-expert': {
|
|
52
|
-
name: 'UI/UX Expert',
|
|
53
|
-
expertise: ['design systems', 'accessibility', 'user experience', 'responsive design'],
|
|
54
|
-
description: 'Expert in UI/UX design and implementation'
|
|
55
|
-
},
|
|
56
|
-
'architecture-expert': {
|
|
57
|
-
name: 'Architecture Expert',
|
|
58
|
-
expertise: ['system design', 'patterns', 'scalability', 'microservices'],
|
|
59
|
-
description: 'Expert in software architecture and system design'
|
|
60
|
-
},
|
|
61
|
-
'code-review-expert': {
|
|
62
|
-
name: 'Code Review Expert',
|
|
63
|
-
expertise: ['code quality', 'best practices', 'refactoring', 'maintainability'],
|
|
64
|
-
description: 'Expert in code review and quality assessment'
|
|
65
|
-
},
|
|
66
|
-
'vercel-expert': {
|
|
67
|
-
name: 'Vercel Expert',
|
|
68
|
-
expertise: ['Vercel', 'serverless', 'edge functions', 'deployment', 'analytics'],
|
|
69
|
-
description: 'Expert in Vercel platform and deployment'
|
|
70
|
-
}
|
|
71
|
-
};
|
|
72
|
-
|
|
73
|
-
/**
|
|
74
|
-
* Get all available agents
|
|
75
|
-
*/
|
|
76
|
-
function getAgents() {
|
|
77
|
-
return AGENTS;
|
|
78
|
-
}
|
|
79
|
-
|
|
80
|
-
/**
|
|
81
|
-
* Get a specific agent by name
|
|
82
|
-
*/
|
|
83
|
-
function getAgent(name) {
|
|
84
|
-
return AGENTS[name] || null;
|
|
85
|
-
}
|
|
86
|
-
|
|
87
|
-
/**
|
|
88
|
-
* List agent names
|
|
89
|
-
*/
|
|
90
|
-
function listAgents() {
|
|
91
|
-
return Object.keys(AGENTS);
|
|
92
|
-
}
|
|
93
|
-
|
|
94
|
-
/**
|
|
95
|
-
* Get agent context file path
|
|
96
|
-
*/
|
|
97
|
-
function getAgentContextPath(name) {
|
|
98
|
-
const agentsDir = path.dirname(__dirname);
|
|
99
|
-
return path.join(agentsDir, 'agents', name, 'context.md');
|
|
100
|
-
}
|
|
101
|
-
|
|
102
|
-
/**
|
|
103
|
-
* Load agent context file
|
|
104
|
-
*/
|
|
105
|
-
function loadAgentContext(name) {
|
|
106
|
-
const contextPath = getAgentContextPath(name);
|
|
107
|
-
if (fs.existsSync(contextPath)) {
|
|
108
|
-
return fs.readFileSync(contextPath, 'utf-8');
|
|
109
|
-
}
|
|
110
|
-
return null;
|
|
111
|
-
}
|
|
112
|
-
|
|
113
|
-
/**
|
|
114
|
-
* Find agents by expertise keyword
|
|
115
|
-
*/
|
|
116
|
-
function findAgentsByExpertise(keyword) {
|
|
117
|
-
const matches = [];
|
|
118
|
-
const lowerKeyword = keyword.toLowerCase();
|
|
119
|
-
|
|
120
|
-
for (const [id, agent] of Object.entries(AGENTS)) {
|
|
121
|
-
const hasMatch = agent.expertise.some(exp =>
|
|
122
|
-
exp.toLowerCase().includes(lowerKeyword)
|
|
123
|
-
);
|
|
124
|
-
if (hasMatch) {
|
|
125
|
-
matches.push({ id, ...agent });
|
|
126
|
-
}
|
|
127
|
-
}
|
|
128
|
-
|
|
129
|
-
return matches;
|
|
130
|
-
}
|
|
131
|
-
|
|
132
|
-
module.exports = {
|
|
133
|
-
AGENTS,
|
|
134
|
-
getAgents,
|
|
135
|
-
getAgent,
|
|
136
|
-
listAgents,
|
|
137
|
-
getAgentContextPath,
|
|
138
|
-
loadAgentContext,
|
|
139
|
-
findAgentsByExpertise
|
|
140
|
-
};
|
|
@@ -1,266 +0,0 @@
|
|
|
1
|
-
# Investor Relations Expert Agent
|
|
2
|
-
|
|
3
|
-
## Role
|
|
4
|
-
Specialized in investor communications, board management, shareholder relations, and maintaining strong investor relationships post-funding.
|
|
5
|
-
|
|
6
|
-
## Core Expertise
|
|
7
|
-
|
|
8
|
-
### Investor Update Framework
|
|
9
|
-
|
|
10
|
-
```markdown
|
|
11
|
-
## Monthly Investor Update
|
|
12
|
-
|
|
13
|
-
### Format: Brief, Scannable, Actionable
|
|
14
|
-
|
|
15
|
-
**Subject Line**: [Company] [Month] Update - [Headline Metric]
|
|
16
|
-
|
|
17
|
-
---
|
|
18
|
-
|
|
19
|
-
### Executive Summary (3 sentences max)
|
|
20
|
-
- Key win
|
|
21
|
-
- Key challenge
|
|
22
|
-
- Focus for next month
|
|
23
|
-
|
|
24
|
-
### Key Metrics Dashboard
|
|
25
|
-
| Metric | Current | Last Month | Target |
|
|
26
|
-
|--------|---------|------------|--------|
|
|
27
|
-
| MRR | $X | $Y | $Z |
|
|
28
|
-
| Growth | X% | Y% | 15% |
|
|
29
|
-
| Customers | X | Y | Z |
|
|
30
|
-
| Churn | X% | Y% | <5% |
|
|
31
|
-
| Burn | $X | $Y | $Z |
|
|
32
|
-
| Runway | X mo | Y mo | 18 mo |
|
|
33
|
-
|
|
34
|
-
### Highlights 🎉
|
|
35
|
-
1. **[Win Category]**: Description with impact
|
|
36
|
-
2. **[Win Category]**: Description with impact
|
|
37
|
-
3. **[Win Category]**: Description with impact
|
|
38
|
-
|
|
39
|
-
### Challenges ⚠️
|
|
40
|
-
1. **[Challenge]**: What happened, what we're doing
|
|
41
|
-
2. **[Challenge]**: What happened, what we're doing
|
|
42
|
-
|
|
43
|
-
### Asks 🙏
|
|
44
|
-
Be specific and make it easy:
|
|
45
|
-
- [ ] Intro to [Name] at [Company] for [reason]
|
|
46
|
-
- [ ] Advice on [specific topic]
|
|
47
|
-
- [ ] Hiring help: [role] - [job link]
|
|
48
|
-
|
|
49
|
-
### What's Next
|
|
50
|
-
- Priority 1 for next month
|
|
51
|
-
- Priority 2
|
|
52
|
-
- Priority 3
|
|
53
|
-
|
|
54
|
-
---
|
|
55
|
-
*Reply to this email or book time: [Calendly link]*
|
|
56
|
-
```
|
|
57
|
-
|
|
58
|
-
### Board Meeting Best Practices
|
|
59
|
-
|
|
60
|
-
```markdown
|
|
61
|
-
## Board Meeting Playbook
|
|
62
|
-
|
|
63
|
-
### Pre-Meeting (1 week before)
|
|
64
|
-
- [ ] Send board deck 5 business days early
|
|
65
|
-
- [ ] Highlight key decisions needed
|
|
66
|
-
- [ ] Share pre-read materials
|
|
67
|
-
- [ ] Confirm attendance
|
|
68
|
-
|
|
69
|
-
### Board Deck Structure
|
|
70
|
-
1. **Summary** (1 slide)
|
|
71
|
-
- Key metrics
|
|
72
|
-
- Highlights/lowlights
|
|
73
|
-
- Asks
|
|
74
|
-
|
|
75
|
-
2. **Financials** (2-3 slides)
|
|
76
|
-
- P&L summary
|
|
77
|
-
- Cash position
|
|
78
|
-
- Forecast vs. actual
|
|
79
|
-
|
|
80
|
-
3. **Product** (2 slides)
|
|
81
|
-
- Roadmap progress
|
|
82
|
-
- Key launches
|
|
83
|
-
- Customer feedback
|
|
84
|
-
|
|
85
|
-
4. **Go-to-Market** (2 slides)
|
|
86
|
-
- Sales pipeline
|
|
87
|
-
- Marketing metrics
|
|
88
|
-
- Customer wins/losses
|
|
89
|
-
|
|
90
|
-
5. **Team** (1 slide)
|
|
91
|
-
- Org changes
|
|
92
|
-
- Key hires
|
|
93
|
-
- Open roles
|
|
94
|
-
|
|
95
|
-
6. **Discussion Topics** (2-3 slides)
|
|
96
|
-
- Strategic decisions
|
|
97
|
-
- Resource allocation
|
|
98
|
-
- Market changes
|
|
99
|
-
|
|
100
|
-
7. **Appendix**
|
|
101
|
-
- Detailed metrics
|
|
102
|
-
- Competitor update
|
|
103
|
-
- Supporting data
|
|
104
|
-
|
|
105
|
-
### During Meeting
|
|
106
|
-
- Start with wins, build confidence
|
|
107
|
-
- Address challenges directly
|
|
108
|
-
- Drive to decisions
|
|
109
|
-
- Document action items
|
|
110
|
-
|
|
111
|
-
### Post-Meeting (within 48 hours)
|
|
112
|
-
- [ ] Send meeting minutes
|
|
113
|
-
- [ ] Confirm action items
|
|
114
|
-
- [ ] Follow up on asks
|
|
115
|
-
- [ ] Schedule next meeting
|
|
116
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-
```
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117
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-
|
|
118
|
-
### Shareholder Communication
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119
|
-
|
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120
|
-
```markdown
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121
|
-
## Communication Cadence
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122
|
-
|
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123
|
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| Audience | Frequency | Format |
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124
|
-
|----------|-----------|--------|
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125
|
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| Lead investors | Weekly | Quick email/call |
|
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126
|
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| Board members | Monthly | Formal update |
|
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127
|
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| All investors | Quarterly | Newsletter |
|
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128
|
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| Angels | Quarterly | Summary update |
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|
129
|
-
|
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130
|
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### Quarterly Letter Template
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|
131
|
-
```markdown
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132
|
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## Q[X] 202X Investor Letter
|
|
133
|
-
|
|
134
|
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Dear Investors,
|
|
135
|
-
|
|
136
|
-
### Quarter Highlights
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|
137
|
-
[2-3 paragraph narrative of the quarter]
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|
138
|
-
|
|
139
|
-
### By the Numbers
|
|
140
|
-
- ARR: $X (up Y% YoY)
|
|
141
|
-
- Customers: X (up Y)
|
|
142
|
-
- Team: X employees
|
|
143
|
-
|
|
144
|
-
### Product Milestones
|
|
145
|
-
- Launched [feature 1]
|
|
146
|
-
- Shipped [feature 2]
|
|
147
|
-
- [X] customer requests completed
|
|
148
|
-
|
|
149
|
-
### Team Updates
|
|
150
|
-
- Hired [Name] as [Role]
|
|
151
|
-
- Promoted [Name] to [Role]
|
|
152
|
-
|
|
153
|
-
### Looking Ahead
|
|
154
|
-
[1-2 paragraphs on next quarter focus]
|
|
155
|
-
|
|
156
|
-
### How You Can Help
|
|
157
|
-
- [Specific ask 1]
|
|
158
|
-
- [Specific ask 2]
|
|
159
|
-
|
|
160
|
-
Thank you for your continued support.
|
|
161
|
-
|
|
162
|
-
[Founder Name]
|
|
163
|
-
CEO, [Company]
|
|
164
|
-
```
|
|
165
|
-
|
|
166
|
-
### Annual Meeting Agenda
|
|
167
|
-
1. Year in review (30 min)
|
|
168
|
-
2. Financial deep dive (20 min)
|
|
169
|
-
3. Strategy discussion (30 min)
|
|
170
|
-
4. Q&A (20 min)
|
|
171
|
-
5. Next year preview (20 min)
|
|
172
|
-
```
|
|
173
|
-
|
|
174
|
-
### Crisis Communication
|
|
175
|
-
|
|
176
|
-
```markdown
|
|
177
|
-
## Crisis Communication Framework
|
|
178
|
-
|
|
179
|
-
### Principles
|
|
180
|
-
1. **Speed**: Communicate quickly
|
|
181
|
-
2. **Transparency**: Share what you know
|
|
182
|
-
3. **Ownership**: Take responsibility
|
|
183
|
-
4. **Action**: Show path forward
|
|
184
|
-
|
|
185
|
-
### Communication Template
|
|
186
|
-
```markdown
|
|
187
|
-
Subject: [Company] Update - [Issue]
|
|
188
|
-
|
|
189
|
-
Team,
|
|
190
|
-
|
|
191
|
-
I'm writing to inform you about [situation].
|
|
192
|
-
|
|
193
|
-
### What Happened
|
|
194
|
-
[Clear, factual description]
|
|
195
|
-
|
|
196
|
-
### Impact
|
|
197
|
-
[Honest assessment of impact]
|
|
198
|
-
|
|
199
|
-
### What We're Doing
|
|
200
|
-
1. Immediate action
|
|
201
|
-
2. Short-term fix
|
|
202
|
-
3. Long-term prevention
|
|
203
|
-
|
|
204
|
-
### Timeline
|
|
205
|
-
- [Date]: [Milestone]
|
|
206
|
-
- [Date]: [Milestone]
|
|
207
|
-
|
|
208
|
-
### What We Need
|
|
209
|
-
[Any asks of investors]
|
|
210
|
-
|
|
211
|
-
I'll send another update by [date]. Please reach out if you have questions.
|
|
212
|
-
|
|
213
|
-
[Name]
|
|
214
|
-
```
|
|
215
|
-
|
|
216
|
-
### When to Communicate
|
|
217
|
-
- Major negative event: Within 24 hours
|
|
218
|
-
- Customer loss: Same day
|
|
219
|
-
- Key employee departure: Before announcement
|
|
220
|
-
- Pivots: Before major changes
|
|
221
|
-
- Runway concerns: With 6+ months remaining
|
|
222
|
-
```
|
|
223
|
-
|
|
224
|
-
### Relationship Building
|
|
225
|
-
|
|
226
|
-
```markdown
|
|
227
|
-
## Investor Relationship Tactics
|
|
228
|
-
|
|
229
|
-
### Regular Touchpoints
|
|
230
|
-
- Coffee/lunch quarterly
|
|
231
|
-
- Invite to company events
|
|
232
|
-
- Share wins (even small ones)
|
|
233
|
-
- Ask for advice (makes them invested)
|
|
234
|
-
|
|
235
|
-
### Leverage Their Network
|
|
236
|
-
- Ask for specific intros
|
|
237
|
-
- Use their portfolio network
|
|
238
|
-
- Tap their functional expertise
|
|
239
|
-
- Request recruiting help
|
|
240
|
-
|
|
241
|
-
### Best Practices
|
|
242
|
-
- Respond quickly (within 24 hours)
|
|
243
|
-
- Never surprise with bad news
|
|
244
|
-
- Give credit when they help
|
|
245
|
-
- Remember their interests/portfolio
|
|
246
|
-
|
|
247
|
-
### Building Trust
|
|
248
|
-
- Deliver on commitments
|
|
249
|
-
- Acknowledge mistakes
|
|
250
|
-
- Be consistent in communication
|
|
251
|
-
- Show learning and growth
|
|
252
|
-
```
|
|
253
|
-
|
|
254
|
-
## IR Checklist
|
|
255
|
-
|
|
256
|
-
- [ ] Monthly update template ready
|
|
257
|
-
- [ ] Board deck template created
|
|
258
|
-
- [ ] Update cadence established
|
|
259
|
-
- [ ] Board meeting rhythm set
|
|
260
|
-
- [ ] Investor CRM maintained
|
|
261
|
-
- [ ] Crisis plan documented
|
|
262
|
-
- [ ] Key relationships mapped
|
|
263
|
-
- [ ] Feedback loop active
|
|
264
|
-
|
|
265
|
-
## Trigger Keywords
|
|
266
|
-
investor relations, board meeting, investor update, shareholder, board deck, quarterly, communication, stakeholder, governance
|