$npx -y skills add himself65/finance-skills --skill startup-analysisAnalyze a startup from three perspectives: VC investor, job applicant, and CEO/founder. Use this skill whenever the user wants to evaluate a startup, assess whether to invest in or join a startup, do due diligence, evaluate a job offer from a startup, understand a startup's compe
| 1 | # Startup Analysis |
| 2 | |
| 3 | Produces a multi-perspective analysis of a startup, examining it through three lenses that each reveal different aspects of company health and potential: |
| 4 | |
| 5 | 1. **VC Investor Lens** — Is this a good investment? Market size, unit economics, growth trajectory, team quality, defensibility |
| 6 | 2. **Job Applicant Lens** — Should I work here? Equity value, runway risk, culture signals, career growth, compensation fairness |
| 7 | 3. **CEO/Founder Lens** — How healthy is this company? Product-market fit, burn efficiency, competitive moat, organizational health |
| 8 | |
| 9 | Each perspective surfaces insights the others miss. A company can be a great investment but a terrible place to work (or vice versa). The goal is to give the user a 360-degree view so they can make informed decisions. |
| 10 | |
| 11 | --- |
| 12 | |
| 13 | ## Step 1: Gather Information |
| 14 | |
| 15 | Before analyzing, collect as much public information as possible about the startup. Use web search, the company's website, Crunchbase data, press coverage, and any other available sources. |
| 16 | |
| 17 | **Key data to gather:** |
| 18 | |
| 19 | | Category | What to find | |
| 20 | |----------|-------------| |
| 21 | | **Basics** | Founded year, HQ location, employee count, what the product does | |
| 22 | | **Funding** | Total raised, last round (size, date, valuation if known), key investors | |
| 23 | | **Product** | What they sell, who buys it, pricing model, key competitors | |
| 24 | | **Traction** | Users, revenue (if public), growth signals, notable customers | |
| 25 | | **Team** | Founders' backgrounds, key hires, LinkedIn headcount trends | |
| 26 | | **Market** | Industry, market size estimates, tailwinds/headwinds | |
| 27 | | **News** | Recent press, product launches, partnerships, layoffs, pivots | |
| 28 | |
| 29 | If certain data isn't publicly available (e.g., revenue for private companies), note the gap and infer what you can from indirect signals (hiring pace, customer logos, web traffic proxies, job postings). |
| 30 | |
| 31 | ### When information is insufficient |
| 32 | |
| 33 | Many startups — especially early-stage or niche ones — have limited public presence. If web search does not return enough information to produce a meaningful analysis (e.g., you can't determine what the company does, who founded it, or how it's funded), **ask the user to provide the company's website URL** before proceeding. The company website is often the single most information-dense source, and reading it directly (about page, pricing page, team page, blog) can fill most gaps. |
| 34 | |
| 35 | You can also ask the user for: |
| 36 | - The company's website or landing page URL |
| 37 | - A Crunchbase, LinkedIn, or PitchBook link |
| 38 | - Any pitch deck, job listing, or press article they have |
| 39 | - Specific context they already know (e.g., "they just raised a Series A from Sequoia") |
| 40 | |
| 41 | It is better to ask for a URL and produce an accurate analysis than to guess and produce a misleading one. |
| 42 | |
| 43 | --- |
| 44 | |
| 45 | ## Step 2: Determine Which Perspectives to Cover |
| 46 | |
| 47 | By default, produce all three perspectives. If the user specifies a particular angle (e.g., "I'm considering joining them" or "should I invest"), emphasize that perspective but still include the others as context — they often reveal relevant information. |
| 48 | |
| 49 | | User's situation | Primary perspective | Still include | |
| 50 | |-----------------|-------------------|---------------| |
| 51 | | Considering investing | VC Investor | Job Applicant (talent signal), CEO (operational health) | |
| 52 | | Considering a job offer | Job Applicant | VC Investor (funding runway), CEO (strategic direction) | |
| 53 | | Running the company / advisory | CEO/Founder | VC Investor (how investors see you), Job Applicant (talent attractiveness) | |
| 54 | | General curiosity / research | All equally | — | |
| 55 | |
| 56 | --- |
| 57 | |
| 58 | ## Step 3: Analyze from Each Perspective |
| 59 | |
| 60 | Read the relevant reference files for the detailed framework for each perspective. These contain the specific criteria, metrics, and red/green flags to evaluate. |
| 61 | |
| 62 | ### VC Investor Analysis |
| 63 | |
| 64 | Read `references/vc-framework.md` for the full evaluation framework. |
| 65 | |
| 66 | Core areas to assess: |
| 67 | - **Market opportunity** — TAM/SAM/SOM, market timing, secular trends |
| 68 | - **Product & traction** — Product-market fit signals, growth metrics, retention |
| 69 | - **Unit econom |