所有範本

Investment Deal Flow

v0.1.0

One shared space for an investment team: a single record per company, every meeting, filed document and post-investment update linked to it, follow-ups with owners, and a weekly leadership digest — kept current by each person's own agent.

瀏覽不需登入。安裝時需要登入並選擇一個工作區。

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從這句話開始,持續和 Agent 工作

  • “Turn this meeting transcript into minutes, key findings and follow-ups, and link it to the right project.”
  • “What did the team see this week, what did we find, and what needs following up?”
  • “Write this week's team digest for leadership.”

從下方的請求開始,之後持續向 Agent 提出任務、回饋與調整要求。範本提供背景與工作說明,Agent 操作工作區;你透過介面查看結果、審核變更與回顧。