Skill: 1kalin/afrexai-investor-relations (version 1.0.0)

# Investor Relations Framework Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning. ## What This Covers ### Quarterly Investor Update Template - Financial summary (revenue, burn, runway, key metrics) - Product milestones and roadmap progress - Team changes and hiring pipeline - Risks and asks (be direct — investors respect honesty) - Forward-looking guidance with confidence ranges ### Annual Shareholder Letter - Year-in-review narrative (numbers + story) - Strategic priorities for next 12 months - Capital allocation decisions and rationale - Market positioning and competitive landscape ### Investor Meeting Prep - Pre-meeting checklist (data room, metrics, deck updates) - Anticipated questions by investor type (VC, PE, angel, strategic) - Follow-up cadence (24hr thank you → 1 week materials → monthly updates) ### Cap Table Management - Round modeling (dilution scenarios at different valuations) - Option pool sizing (10-20% standard, adjust by stage) - Pro-rata rights tracking - Waterfall analysis for exit scenarios ### IR Calendar | Month | Activity | |-------|----------| | Jan | Annual letter + board deck | | Mar | Q1 update + fundraise prep (if needed) | | Jun | Q2 update + mid-year strategy review | | Sep | Q3 update + annual planning preview | | Dec | Year-end close prep + investor holiday note | ### KPI Dashboard for Investors Track and report these monthly: - **Revenue**: MRR/ARR, growth rate, net revenue retention - **Unit economics**: CAC, LTV, LTV:CAC ratio, payback months - **Efficiency**: Burn multiple, Rule of 40, magic number - **Product**: DAU/MAU, activation rate, NPS - **Team**: Headcount, attrition, open roles ### Investor Communication Rules 1. Bad news travels fast — YOU should be the source, not rumor 2. Under-promise, over-deliver (set guidance at 80% confidence) 3. Monthly updates even when there's "nothing to report" — silence kills trust 4. Format: bullet points, not essays. Investors read 50+ updates/month 5. Always include an ask — intros, advice, customers, talent ### Crisis Communication - Revenue miss: acknowledge, explain root cause, share recovery plan - Key person departure: announce proactively with transition plan - Pivot: frame as learning, not failure. Show new thesis with data - Cash crunch: be transparent about runway and options ### Fundraise Readiness Score (0-100) | Factor | Weight | Score Range | |--------|--------|-------------| | Revenue growth | 25% | 0-100 | | Unit economics | 20% | 0-100 | | Team completeness | 15% | 0-100 | | Market size evidence | 15% | 0-100 | | Product-market fit signals | 15% | 0-100 | | Data room readiness | 10% | 0-100 | **70+ = Ready to fundraise** **50-69 = 2-3 months of work needed** **Below 50 = Not ready — focus on business fundamentals** ## Industry Applications | Industry | Key IR Metrics | Investor Focus | |----------|---------------|----------------| | SaaS | ARR, NRR, CAC payback | Capital efficiency | | Fintech | TPV, take rate, regulatory status | Compliance + scale | | Healthcare | Lives covered, clinical outcomes | Regulatory pathway | | Ecommerce | GMV, AOV, repeat rate | Customer acquisition | | Construction | Backlog, project margin, win rate | Revenue visibility | | Manufacturing | Utilization, yield, order book | Operational leverage | | Real Estate | AUM, occupancy, NOI | Asset quality | | Legal | Matter volume, realization rate | Efficiency gains | | Recruitment | Placements, fill rate, revenue/head | Market position | | Professional Services | Utilization, bill rate, retention | Margin expansion | ## Tools Get the full context pack for your industry — pre-built agent configs, prompts, and workflows: - **Browse all 10 packs**: https://afrexai-cto.github.io/context-packs/ - **Calculate your AI ROI**: https://afrexai-cto.github.io/ai-revenue-calculator/ - **Set up your AI agent**: https://afrexai-cto.github.io/agent-setup/ ### Bundle Deals - Pick 3 packs — $97 (save $44) - All 10 packs — $197 (save $273) - Everything Bundle — $247 (all packs + setup wizard + priority support)


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)