The Library.
The vault you return to when you build — prompts, code, vendor evaluations, and automations, each ready to install and adapt.
Automations
End to end workflow automations for use in Zapier, Make, n8n, or your tool of choice.
46 of 46 automationsShowing 1–10
| Job | Playbook | Tools |
|---|---|---|
| Sync pipeline company financials to CRM | Sourcing | CRMEnrichment Provider |
| Refresh data provider company files in document store | Sourcing | Enrichment ProviderFile Store |
| Scaffold a new company's document folder | Pure Operations | CRMFile Store |
| Add a new company to the news-monitoring feed | Sourcing | CRMWorkspaceEmail |
| Extract thesis-fit deals from VC newsletters into the deals database | Sourcing | EmailLLMWorkspace |
| Promote new deals-database entries into the CRM if not already tracked | Sourcing | WorkspaceCRM |
| Capture call transcripts into CRM company records | Diligence | CRM |
| Mirror deal status across two pipeline systems | Pure Operations | CRMWorkspace |
| Archive CRM notes to company document folder | Pure Operations | CRMFile Store |
| Roll up person-level notes to company record | Pure Operations | CRM |
Prompts
Production grade AI prompts for workflows and agents.
22 of 22 prompt setsShowing 1–10
| Title | Playbook |
|---|---|
| LLM General Instructions | Pure Operations |
| Pre-Meeting Brief | Sourcing |
| Investment Committee Brief | Diligence |
| Investment Committee Memo | Diligence |
| Company Fact Sheet | Diligence |
| Fit Score — Triage Rubric | Sourcing |
| Cold Email Outreach | Sourcing |
| Post-Call Task Extraction | Pure Operations |
| Forwarded Email Router | Pure Operations |
| Daily Email Triage | Pure Operations |
Skills
Fully downloadable organization wide LLM skills in standard SKILL.md format.
| Title | Playbook |
|---|---|
| Humanizer Strip the tells of AI-generated writing — inflated significance, promotional language, superficial -ing analyses, vague attributions, em-dash overuse, rule-of-three, copula avoidance, sycophantic tone, generic positive conclusions. Editor pass for any draft a model produced. | Pure Operations |
| Dialectical Analysis Structured adversarial analysis: construct the strongest possible bull and bear cases for any company, thesis, decision, or claim. Triggers on 'stress test,' 'argue both sides,' 'play devil's advocate,' 'bear case,' 'bull case,' or any diligence target the user appears to already believe in. | Diligence |
| Prompt Optimizer Diagnose and rewrite prompts for clarity, controllability, and agentic performance. Triggers on 'optimize this prompt,' 'fix my system prompt,' 'rewrite this for an LLM,' or when a user describes an AI behavior problem (ignoring instructions, too verbose, stopping mid-task) and wants a prompt-level fix. | Pure Operations |
| Brand Guidelines Apply firm brand guidelines — colors, typography, logo usage, document defaults, and approved firm-name variants — to any document, deck, memo, PDF, or HTML artifact. Triggers on 'create a doc,' 'write a memo,' 'make a deck,' 'draft a report,' 'build a template,' or any branded deliverable. Template form — fill in firm-specific values before activating. | Pure Operations |
| Pipeline State Sweep the firm's CRM, wiki, team chat, and document store in parallel to produce a single 'where are we with this company' briefing — relationship timeline, work product trail, open threads, and live chatter. Triggers on 'where are we with,' 'status on,' 'catch me up on,' 'state of play on,' or before any call or meeting. | Sourcing |
| NDA Review Review an inbound NDA against the firm's sign-or-comment criteria and return a clear go/no-go with the minimum set of redline comments. Triggers on 'can we sign this NDA,' 'review this NDA,' 'redline this NDA,' 'any issues with the NDA,' or any incoming confidentiality agreement that needs sign-off. | Pure Operations |
| Skillify Proactively spot skill-building opportunities and help author new skills for repeatable workflows. Triggers on 'we always do X this way,' 'turn this into a skill,' 'skillify this,' 'make this repeatable,' or any time a multi-step workflow with firm-specific logic emerges in conversation. | Pure Operations |
| File Drive Connector Config Map of the firm's shared file drive (SharePoint, Google Drive, or equivalent) — platform, drive/site IDs, folder hierarchy, canonical folder IDs, naming conventions, retrieval playbook, and troubleshooting. Load before any connector call that searches, fetches, or reasons about where a document lives. Template form — fill in firm-specific values before activating. | Pure Operations |
Code & Snippets
Reference implementations, glue scripts, and infra-as-code.
13 of 13 snippetsShowing 1–10
| Title | Playbook |
|---|---|
| Company Scoring Algorithm Python · FastAPI service that scores a company 1–10 against thesis fit, investability, and investor quality — with web research and webhook output. | Sourcing |
| PitchBook ID Lookup Python · Resolve a company's PitchBook ID from its name or website via the PitchBook search API — drop-in for a Zapier 'Run Python' step. | Sourcing |
| PitchBook Company Enrichment Python · One-shot PitchBook enrichment: investors, geography, round type, total raised, last round size & valuation — with USD enforcement and a configurable top-investor watchlist. | Sourcing |
| Outreach Router — recent raise vs normal JavaScript · Standardizes a company's last funding date against today and routes the Zap to either the 'congrats on raising' or the normal intro outreach template. | Sourcing |
| Pull All CRM Notes for a Company (Attio) JavaScript · Paginates Attio's notes API for a single company, drops automated pre-meeting briefs, and returns a clean author + content array — drop-in for auto-populating a company's drive folder with full CRM history. | Pure Operations |
| Fetch a Single Attio Note by ID JavaScript · Given a note ID, pulls one Attio note and returns a cleaned title plus content — drop-in for a Zapier 'Run JavaScript' step when you need a specific note. | Pure Operations |
| Call Transcript → CRM Note (Zapier glue) JavaScript · Five Zapier 'Run JavaScript' steps that turn a finished call recording into a clean, attendee-tagged note posted back to the CRM — transcript pagination, recording URL, and an externals-first participant block. | Pure Operations |
| Clean Title for Drive / File Creation JavaScript · Strip non-alphanumeric characters from a title so it becomes a safe filename for SharePoint, Google Drive, or any file system — drop-in for a Zapier 'Run JavaScript' step. | Pure Operations |
| Connection Strength Router — specific partner vs random JavaScript · Reads a company's connection-strength field and routes the Zap to the partner with that relationship — or to a random senior partner if no relationship exists. Pairs with the intro / congrats outreach Zaps. | Sourcing |
| Claude Skill — Custom API Call Template Markdown · Copy-paste SKILL.md template for a Claude skill that calls your own custom HTTP API — covers domain whitelisting, .env-based API keys, and the single-call bash pattern. | Pure Operations |
Vendor Profiles
The tool options for VCs with use cases, tradeoffs, and swap ins.
An AI native CRM with a flexible, customizable data model that serves as a firm's system of record for companies, people, deals, and relationship history.
- Use case ·
- Modern CRM and relationship management.
- Swap in ·
- Affinity (deeper VC-purpose-built, pricier, clunkier) · Salesforce · HubSpot
A private capital market intelligence platform used as the source of truth for the investable universe — companies, investors, funds, deals, and benchmarks.
- Use case ·
- Private market data, VC/PE deal intelligence.
- Swap in ·
- Harmonic · Crunchbase · Dealroom · Tracxn
A connected workspace combining docs, wikis, and databases that serves as a firm's internal knowledge base for memos, playbooks, and collaborative notes.
- Use case ·
- Knowledge management, docs, and collaboration.
- Swap in ·
- Coda · Confluence · Google Docs
OpenAI's conversational AI assistant used as a generalist model for research, drafting, reasoning, and ad hoc analysis across the team.
- Use case ·
- AI assistant for research, writing, strategy, and productivity.
- Swap in ·
- Claude Team · Gemini Enterprise
A developer-focused cloud platform used to deploy and host a firm's internal apps, AI agents, scheduled jobs, and worker services from GitHub.
- Use case ·
- Cloud infrastructure deployment.
- Swap in ·
- Vercel · Fly.io · Render · AWS
A no code workflow automation platform that acts as the connective tissue between every SaaS tool in the stack running hundreds of production zaps end to end.
- Use case ·
- Workflow automation between SaaS tools.
- Swap in ·
- Make · n8n · Workato · Pipedream
A cloud document generation service that turns Word and Excel templates into automated reports, NDAs, side letters, and investor updates populated from structured data.
- Use case ·
- Automated document creation.
- Swap in ·
- Docupilot · PandaDoc · Google Docs API
An open source data framework and managed parsing platform used to build the retrieval layer over a firm's proprietary corpus for RAG and agent workflows.
- Use case ·
- LLM application framework — ingestion, indexing, retrieval, agents.
- Swap in ·
- LangChain · Haystack · Custom vector DB (Pinecone, Weaviate, pgvector)
An AI powered GTM data platform used to enrich contacts and accounts across 150+ providers and aggregate funding, hiring, and intent signals for proprietary sourcing.
- Use case ·
- Enrichment, GTM, sales/marketing workflows; combining external data providers and signals.
- Swap in ·
- Apollo · Common Room · Default
A cloud web scraping and browser automation platform used for programmatic data extraction from the open web to build proprietary datasets and feed AI diligence pipelines.
- Use case ·
- Web scraping, actor-based compute, scheduling, exporting scraped data.
- Swap in ·
- Bright Data · ScrapingBee · Firecrawl
Non-comprehensive. Data sensitivity reflects how sensitive the information this vendor touches is; access controls are firm-side enforcement layered on each vendor's native security.