Claude Skills for Fundraising
A skill teaches Claude how an expert does the work — the frameworks, the workflow and the output format. CAPLINK publishes four fundraising skills: build a pitch deck, research investors, prepare a due diligence data room, and write investor emails that get answered.
Skills are the "how". MCP is the data.
A Claude Skill is a markdown file that tells Claude which framework to apply, which questions to ask first and what the finished output should look like. It carries expertise, not data.
The CAPLINK MCP Server supplies the other half: your live investor pipeline, CRM contacts, data room documents and Q&A threads. Together, Claude does not just know how a great investor list is built — it builds yours, from 14,000+ verified investors and the deals already in your pipeline.
1. Download the SKILL.md
Every skill is a single markdown file with frontmatter, a workflow and the frameworks Claude should follow.
2. Drop it into your skills folder
Place the file in your project's .agents/skills/<skill-name>/SKILL.md — or attach it to a Claude Project.
3. Just ask
Claude activates the skill automatically when you mention a deck, an investor list, a data room or an investor email.
The CAPLINK Skill Library
Four skills covering the full fundraising cycle. Each one is a single file you can read, edit and version alongside your own project.
pitch-deckPitch Deck
Build or rebuild a fundraising pitch deck slide by slide, with an assertion-style title, a key message, supporting content, a visual suggestion and the investor question each slide answers.
- deck
- pitch
- investor presentation
- slide structure
investor-researchInvestor Research
Turn a fundraising goal into a qualified, tiered investor target list with conflict checks, warm-intro paths and a recommended outreach sequence.
- who should I pitch?
- find me investors
- build an investor list
- VC targeting
data-roomData Room
Produce a stage-appropriate due diligence checklist, audit what already exists, draft what's missing and organise the room with the right access levels.
- data room
- due diligence
- DD checklist
- what documents do investors need?
fundraising-emailFundraising Email
Draft short, specific, personalised investor emails that get answered — one of five types, each with its own structure, tone and length.
- intro email
- investor email
- follow up with VC
- investor update
Give the Skills Your Real Fundraising Data
The skills are free for everyone. Connect the CAPLINK MCP Server — included in every paid plan — and Claude runs them against your live investor pipeline, CRM and data room.