Investor Meetings

Transcripts and notes from investor conversations.

Structure

Each meeting gets a file: YYYY-MM-DD-investor-name.md

Example: 2026-01-30-primary-ventures.md

Processing Workflow

When a transcript is dropped in, Claude processes it in two phases:

Phase 1: Extract (per-call)

1. Summarize — 2-3 sentences on the vibe and substance of the call
2. Extract every question — Every question the investor asked, verbatim or near-verbatim. Each one gets:
   • Topic area (GTM, Market, Team, Traction, Competition, Technical, Business Model, Vision)
   • Answer quality: strong (landed well, they moved on satisfied), decent (adequate but didn't wow), weak (fumbled, vague, or unconvincing), no answer (dodged or didn't come up naturally)
   • Brief note on what we said (or should have said)
3. Capture concerns — Objections, skepticism, red flags they raised (distinct from questions — these are statements of doubt)
4. Note what resonated — Moments of genuine interest, excitement, or agreement
5. Record signals — Interest level, process hints, timeline, follow-up commitments
6. Track commitments — What we said we'd do, what they said they'd do
7. Update investor file — Add to relationship history in ../investors/

Phase 2: Synthesize (cross-call)

After processing the individual meeting, update the analysis layer:

1. Update question map — Merge new questions into ../analysis/question-map.md
2. Update answer gaps — Flag new weak/missing answers in ../analysis/answer-gaps.md
3. Update investor signals — Cross-investor patterns in ../analysis/investor-signals.md
4. Feed back to materials — If a gap is critical, note it for ../materials/narrative/objections.md and ../materials/deliverables/faq.md

Meeting Template

# Meeting: [Investor Name]

**Date**: YYYY-MM-DD
**Attendees**:
**Type**: Intro / Deep Dive / Partner Meeting / IC Prep / etc.
**Duration**: ~XX min

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## Summary

[2-3 sentences. Vibe of the call + key outcome.]

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## Questions Asked

Every question the investor asked, with our answer quality.

| # | Question (verbatim/near-verbatim) | Topic | Answer Quality | Notes |
|---|-----------------------------------|-------|---------------|-------|
| 1 | | | strong/decent/weak/no answer | |

**Topic areas:** GTM, Market, Team, Traction, Competition, Technical, Business Model, Vision

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## Concerns Raised

Distinct from questions — these are statements of doubt or skepticism.

-

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## What Resonated

Moments of genuine interest, excitement, or agreement.

-

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## Our Commitments

- [ ]

## Their Next Steps

-

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## Investor Insights

What we learned about their thesis, process, concerns, portfolio.

-

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## Interesting Moments

Notable quotes, dynamics, anything worth remembering.

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## Raw Transcript

[Paste below or link to file]