> For the complete documentation index, see [llms.txt](https://alludium.gitbook.io/alludium-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://alludium.gitbook.io/alludium-docs/venture-capital/vc-agents-skills-and-integrations.md).

# VC Agents, Skills, and Integrations

The VC pack combines role-specific agents, task definitions, skills, methodology documents, and recommended integrations. The goal is to make each stage of venture work explicit enough to review, repeat, and audit.

## VC Agents

The pack includes agent templates for common VC operating roles. The exact catalog can vary by pack version and workspace configuration; current release templates include:

| Agent template              | Typical responsibility                                                                       |
| --------------------------- | -------------------------------------------------------------------------------------------- |
| **Origination Scout**       | Helps with source discovery, sourcing strategy, and early candidate review.                  |
| **Dealflow Concierge**      | Captures opportunity intake, founder-material requests, and handoff context.                 |
| **Diligence Deal Team**     | Coordinates diligence workstreams and evidence gathering.                                    |
| **IC Prep Producer**        | Prepares IC memos, agendas, reviews, and decision records.                                   |
| **Meeting Operator**        | Prepares meetings and summarizes meeting records.                                            |
| **Pipeline Autopilot**      | Reviews opportunity status and recurring pipeline operations.                                |
| **Portfolio Watchtower**    | Tracks portfolio follow-up, monitoring signals, and post-investment context.                 |
| **Capital Formation OS**    | Supports fundraising, LP communication, and capital formation workflows.                     |
| **Fund Ops Standards Desk** | Helps standardize fund operations, internal procedures, and repeatable processes.            |
| **Legal & Compliance Desk** | Supports term-sheet, legal diligence, document review, closing, and compliance coordination. |

## VC Skills

VC skills are reusable playbooks for tasks and agents. They cover areas such as investment screening, red-flag review, citation enforcement, market mapping, meeting prep, founder outreach, IC memo assembly, diligence workstreams, term-sheet analysis, closing coordination, and portfolio onboarding.

Many VC tasks include citation enforcement so outputs can distinguish supported claims, weakly supported claims, missing evidence, and assumptions.

## Recommended Integrations

The VC pack can recommend integrations by workflow.

| Integration                           | Common VC use                                                                        |
| ------------------------------------- | ------------------------------------------------------------------------------------ |
| **Affinity**                          | CRM source records, relationship context, opportunity stages, and deal-room imports. |
| **Google Drive**                      | Founder materials, data-room files, generated documents, and file proposals.         |
| **Slack**                             | Deal context, handoff notifications, source threads, and collaboration signals.      |
| **Notion**                            | Research notes, pipeline pages, knowledge bases, and update proposals.               |
| **Harmonic**                          | Company enrichment, founder profiles, market intelligence, and sourcing context.     |
| **Apify**                             | Approved actor-based source discovery for origination pipelines.                     |
| **Companies House public pages**      | UK company registry previews for origination source review.                          |
| **Web research and extraction tools** | Public company, people, market, and source-material research.                        |

Recommended integrations do not grant access by themselves. A workspace or user still needs to authorize the connection before agents can read from it or propose writes.

## Read, Preview, And Write Boundaries

VC integration tasks often separate discovery, read-preview, and write proposals.

* **Discovery** checks what a system can provide.
* **Read-preview** gathers context without changing external records.
* **Write proposal** drafts the external update for review.

This separation is especially important for CRM updates, Slack notifications, Google Drive file proposals, Notion updates, founder outreach, and recurring source runs.


---

# Agent Instructions
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