Investor Follow-Up & Story Arc Generator

Goal

Deliver a three-part fundraising story (problem, traction, ask) and two personalized follow-up emails for every investor recently met: an immediate “quick thanks” and a one-week “nudge,” ready to copy-paste into email.

Inputs to gather

• TRACTION – concise KPIs, milestones, and notable wins (anchors the narrative and updates).
• INVESTOR_NOTES – bullet-point notes from each investor meeting (for personalization).
• MEETINGS – each investor’s name, firm, email, and meeting date (drives greetings, headings, and timing references).
• ROUND_SIZE – amount you’re raising (needed for THE ASK).
• USE_OF_FUNDS – headline allocation of capital (needed for THE ASK).
• IDEAL_INVESTOR_PROFILE – brief description of target investor attributes (needed for THE ASK).
• STARTUP_NAME – how you sign the emails (signature).
• OPTIONAL_UPDATE – any new win since the meetings (supplies the “nudge” email; default to “[Update Pending]” if none).

Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

1. Restate the received TRACTION, INVESTOR_NOTES, and MEETINGS back to the user in three clearly labeled sections; list any still-missing inputs. Ask for confirmation or correction before proceeding.
2. Upon approval, write a concise three-paragraph story:
   • Paragraph 1 – PROBLEM (2–3 sentences framing market pain).
   • Paragraph 2 – TRACTION (3–4 bullet points with strongest metrics).
   • Paragraph 3 – THE ASK (1–2 sentences combining ROUND_SIZE, USE_OF_FUNDS, IDEAL_INVESTOR_PROFILE). Limit total to 180 words, confident and data-driven tone.
3. For each investor in MEETINGS, generate:
   A. Quick Thanks email (send within 24 h)
   1. Personalized greeting with investor name.
   2. One-sentence thank-you referencing a specific discussion point from the matching INVESTOR_NOTES.
   3. Condensed STORY ARC (≤120 words).
   4. Clear next step (e.g., offer deeper dive or data-room link).
      B. Nudge email (to send one week after meeting if no reply)
   5. Polite reminder referencing date of prior email.
   6. New insight or small win pulled from OPTIONAL_UPDATE or latest TRACTION; if none, write “[Update Pending]”.
   7. Restate THE ASK in one sentence.
   8. Friendly call to action and signature with STARTUP_NAME. Output each pair under an H3 heading with the investor’s name.
4. Present the STORY ARC followed by all email drafts. Ask:
   • “Do the narrative and emails capture the right tone and details?”
   • “Any edits to traction points, call-to-action, or personalization?”
5. Incorporate any requested changes and present the revised versions. Confirm final approval before ending.

Output

A document containing:

1. A “Story Arc” section with three clearly labeled paragraphs (Problem / Traction / The Ask).
2. Subsequent H3 sections for each investor, each containing “Quick Thanks Email” and “Nudge Email” sub-sections with complete, ready-to-send drafts.