The Fundraising OS

Run your raise like a system.

Most rounds aren't lost on the pitch. They're lost on the process — the list you never built, the intro you didn't map, the follow-up that landed three days late.

Twelve Claude skills orchestrate the operational raise so you can spend your attention on the conversations that matter.

$ /plugin marketplace add kalibrio/fundraising-os

By Ludovic Bodin · Author of Atomic Scaling

12Claude Skills
4Raise Phases
1Context File
2Modes: Passive · Active
MITLicense
30sInstall

The Thesis

Inbound won't fill a round.

You build the list, find the paths in, and keep every thread moving in parallel —without dropping one.

The operational signals matter as much as the pitch: how fast you follow up, how specific your outreach is, how ready your data room is the moment someone asks.

The Problem

Most founders raise by improvising. That's the wrong lever.

A raise is a parallel operation with a dozen live threads, each decaying if you miss the next action.

✗ NO LIST

Waiting on inbound

You take the meetings that come instead of building the 40 funds whose thesis actually fits.

✗ NO PATHS

Cold into the void

You email partners with no warm path mapped. A trusted intro beats ten perfect cold emails.

✗ GENERIC

Mail-merge outreach

The same email with the name swapped. A partner smells it in one line.

✗ DROPPED

Threads fall through

Twelve conversations, twelve next-actions, no system. The follow-up that comes three days late tells the investor how you'll run the company.

✗ UNREADY

Scrambled data room

A partner asks for the room and you spend two days assembling it. Readiness on the spot is itself a signal.

✗ GHOSTED

Silence after a "no"

You go quiet on the funds that passed. They're often the leads of your next round.

The Raise Loop

Four phases. Twelve skills. One context file.

You fill the context once; every skill inherits its numbers, names, and narrative.

Phase 01

Foundation

Set the source of truth, then decide how you're raising at all.

  • /raise-context
  • /fundraising-plan
Phase 02

Build

Targets, paths in, the story, and the numbers behind it.

  • /investor-list
  • /warm-intro-map
  • /deck
  • /financial-projection
Phase 03

Run

Reach out, manage the pipeline, pre-answer diligence.

  • /outreach
  • /pipeline
  • /data-room
Phase 04

Sustain & Close

Keep everyone warm, pace the whole thing, and drive a clean window to the wire.

  • /investor-comms
  • /pace
  • /closing

The 12 Skills

Twelve specialists. One source of truth. All free.

This is a Human-Assisted Autonomous Organization (HAAO) for your raise: the skills do the operational work and surface the calls only you can make.

Foundation — Phase 01 · context & strategy

/raise-contextContext Engine

The single source of truth

Interviews you, pressure-tests every claim, and flags what is missing or weak before it ever reaches an investor.

/fundraising-planRaise Strategist

Passive vs. active vs. hybrid

Decides the mode before you target anyone — a quiet 'always slightly raising' or a sharp, time-boxed process.

Build — Phase 02 · list, paths, story, model

/investor-listTarget Builder

The 40 funds worth your time

Researched and scored by fit, output as a paste-ready sheet with a fit tier and a warm-path flag per partner.

/warm-intro-mapPath Finder

The best path to each partner

Maps the strongest warm intro through your network and drafts the forwardable note your connector can send in fifteen seconds.

/deckNarrative Architect

Story first, slides second

Headlines that are claims, not labels. A traction page partners screenshot.

/financial-projectionModel Builder

Defensible, not fantastical

A driver-based model plus the one-page assumptions memo you actually defend. Runway and ask reconcile exactly with the deck.

Run — Phase 03 · reach, manage, anticipate

/outreachMessage Writer

Written for one partner

A researched hook, one proof point, a small specific ask — never the same body with the name swapped.

/pipelineProcess Manager

Nothing drops

A weekly Monday brief of what needs action, same-day follow-up generators, and stage tracking across every thread in parallel.

/data-roomDiligence Anticipator

Answers before they're asked

The full index, a claim-to-proof map, a ranked gap list, and staged access.

Sustain & Close — Phase 04 · warmth, tempo & the wire

/investor-commsWarmth Engine

Two tracks — yes and no

Monthly updates that show up like clockwork, with an honest challenges line.

/paceChief of Staff

Makes the machine move

Sets the communication cadence, decides which skill runs next, keeps every artifact in sync, and surfaces the one thing that has to happen today.

/closingClose Driver

The terms that actually matter

A plain-language term-sheet readout — pool placement, preference, board — negotiation prep, and a real close window.

Operating Rhythm

Plan → Build → Reach → Manage → Sustain → Close

The skills run at the cadence a live raise runs. Each feeds the next; the pipeline keeps every thread in sync.

Per meeting
Same-day follow-up that answers their specific questions
Daily
Overdue-thread scan — anything live untouched >5 days
Weekly
Monday pipeline brief; the next wave of outreach
Monthly
Investor update to both tracks — committed and passed
Per stage
Decision gate — keep going, pause, or flip passive→active
At close
Term-sheet readout, negotiation prep, the close window

Install

Running in 5 minutes. No terminal needed.

Two ways in: as a Claude Code plugin, or dropped straight into a Claude project on the web.

  1. Download Claude Code Desktop. Go toclaude.com/code, download for your OS, open it and sign in with your Claude account.
  2. Open any folder as a project. File → Open Folder… — pick any folder, even an empty one.
  3. Install the plugin (two commands)./plugin marketplace add kalibrio/fundraising-os/plugin install fundraising-os@kalibrio/fundraising-os
  4. Confirm 12 skills are loaded. Type "/" then "raise" — you should see/raise-context, /fundraising-plan
  5. Run your first skill./raise-contextIt interviews you, builds your source-of-truth file, and tells you exactly what to fix before outreach.

Path B — Claude.ai web, nothing to install. Create a Claude project, add the twelve SKILL.md files and the raise-context.md template to its knowledge, and drive it phase by phase in chat.

FAQ

Common questions

What's the difference between passive and active fundraising?

Passive is 'always slightly raising': a rolling instrument kept quietly open, warm inbound only, founder stays building — lower intensity, no public in-market signal, but weaker competitive tension. Active is a structured, time-boxed process: full list, parallel conversations, an engineered close window — better terms and speed, but it consumes the founder and a stalled process is visible.

Do I need to be technical to use this?

No. The skills are markdown — run them as slash commands in Claude Code, or drop them into a Claude project and use them in web chat. If you can paste a command and answer questions, you can run the whole raise.

Who is this for?

Founders running an early raise (pre-seed through Series A) who can't rely on inbound and want the operational process handled with discipline — so their attention goes to the conversations, not the spreadsheet.

How does this relate to Atomic Scaling OS?

It's the companion OS. Atomic Scaling OS runs your growth operating system on the 3P3R Method®; the Fundraising OS runs the raise. Same HAAO model — the skills do the work, you make the calls — same MIT license.

Is the closing skill giving me legal advice?

No. It explains term-sheet clauses in plain language and flags what is standard vs. off-market so you can decide and brief your lawyer efficiently. It never tells you what to sign — anything non-standard goes to a real startup lawyer.

Can I fork and adapt it?

Yes — MIT license, fork freely. Adapt the skills to your stage, sector, and geography, change the scoring, add your own. Pull requests welcome.

Creator

Built from running real raises, not a whiteboard.

Ludovic Bodin — 3× Entrepreneur · 2× Unicorn Investor · 1× IPO · Founder, BOBIC Generational Wealth · Author, Atomic Scaling.

Serial entrepreneur and author of Atomic Scaling, building a portfolio of ventures across AI, wealth, and creative work. The Fundraising OS encodes the operational discipline of a raise — the list, the paths, the pipeline, the warmth — into skills any founder can run.

The Fundraising OS · Open source · MIT License