# Skills and Agents References - Venture Capital

## Overview

This document provides references to external resources, tools, libraries, MCP servers, and community resources that can support the implementation of Venture Capital skills and agents. These references serve as building blocks for developing the capabilities outlined in the skills-agents-backlog.

---

## GitHub Repositories

### Deal Flow & Pipeline Management

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| deal-flow-tracker | [Affinity-API](https://github.com/affinity/affinity-api) | Official Affinity CRM API client for VC deal tracking | - | MIT |
| deal-flow-tracker | [pipedrive/client-nodejs](https://github.com/pipedrive/client-nodejs) | Pipedrive CRM Node.js SDK | 100+ | MIT |
| investor-network-mapper | [neo4j/neo4j-python-driver](https://github.com/neo4j/neo4j-python-driver) | Graph database driver for network mapping | 800+ | Apache-2.0 |
| deal-scoring-engine | [scikit-learn/scikit-learn](https://github.com/scikit-learn/scikit-learn) | ML library for scoring models | 58k+ | BSD-3-Clause |
| outreach-sequencer | [mailchimp/mailchimp-marketing-python](https://github.com/mailchimp/mailchimp-marketing-python) | Email sequence automation | 200+ | MIT |
| meeting-scheduler | [nylas/nylas-python](https://github.com/nylas/nylas-python) | Calendar integration SDK | 100+ | MIT |

### Due Diligence

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| market-sizer | [statsbomb/open-data](https://github.com/statsbomb/open-data) | Example of market data structuring | - | CC-BY-NC-SA-4.0 |
| competitive-landscape-analyzer | [crunchbase/crunchbase-api-doc](https://github.com/crunchbase/crunchbase-api-doc) | Crunchbase API documentation | - | - |
| financial-model-validator | [openpyxl/openpyxl](https://github.com/openpyxl/openpyxl) | Excel file manipulation for financial models | 3k+ | MIT |
| financial-model-validator | [xlwings/xlwings](https://github.com/xlwings/xlwings) | Python-Excel integration | 2.5k+ | BSD-3-Clause |
| cohort-analyzer | [pandas-dev/pandas](https://github.com/pandas-dev/pandas) | Data analysis library for cohort analysis | 42k+ | BSD-3-Clause |
| tech-stack-scanner | [Yelp/detect-secrets](https://github.com/Yelp/detect-secrets) | Secret detection in codebases | 3k+ | Apache-2.0 |
| code-quality-analyzer | [PyCQA/pylint](https://github.com/PyCQA/pylint) | Python code analysis | 5k+ | GPL-2.0 |
| code-quality-analyzer | [eslint/eslint](https://github.com/eslint/eslint) | JavaScript code analysis | 24k+ | MIT |
| code-quality-analyzer | [SonarSource/sonarqube](https://github.com/SonarSource/sonarqube) | Continuous code quality inspection | 8k+ | LGPL-3.0 |
| ip-patent-analyzer | [USPTO/PatentsView-API](https://github.com/USPTO/PatentsView-API) | USPTO patent data API | - | CC0-1.0 |
| contract-extractor | [huggingface/transformers](https://github.com/huggingface/transformers) | NLP for contract analysis | 125k+ | Apache-2.0 |
| contract-extractor | [explosion/spaCy](https://github.com/explosion/spaCy) | NLP library for entity extraction | 28k+ | MIT |
| background-checker | [linkedin/api-docs](https://github.com/linkedin/api-docs) | LinkedIn API documentation | - | - |
| esg-scorer | [os-climate/os-climate-investment-alignment](https://github.com/os-climate/os_climate_investment_alignment) | Climate investment alignment tools | - | Apache-2.0 |

### Valuation & Modeling

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| comparable-transaction-finder | [ranaroussi/yfinance](https://github.com/ranaroussi/yfinance) | Yahoo Finance data access | 12k+ | Apache-2.0 |
| dcf-modeler | [dcf/dcf](https://github.com/sonnylazuardi/dcf) | DCF calculation utilities | - | MIT |
| dcf-modeler | [quantlib/QuantLib](https://github.com/quantlib/QuantLib) | Quantitative finance library | 4k+ | BSD-3-Clause |
| scenario-modeler | [numpy/numpy](https://github.com/numpy/numpy) | Monte Carlo simulation foundation | 26k+ | BSD-3-Clause |
| scenario-modeler | [scipy/scipy](https://github.com/scipy/scipy) | Statistical distributions for modeling | 12k+ | BSD-3-Clause |
| waterfall-calculator | [captable/captable.io](https://github.com/captable/captable.io) | Cap table and waterfall modeling | - | - |
| cap-table-validator | [carta/cartesian](https://github.com/carta/cartesian) | Carta equity management integration | - | - |

### Deal Structuring

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| term-sheet-generator | [docassemble/docassemble](https://github.com/docassemble/docassemble) | Document automation platform | 600+ | MIT |
| document-redliner | [jina-ai/reader](https://github.com/jina-ai/reader) | Document processing for comparison | 6k+ | Apache-2.0 |
| document-redliner | [microsoft/unilm](https://github.com/microsoft/unilm) | Document understanding models | 18k+ | MIT |
| closing-checklist-tracker | [asana/node-asana](https://github.com/asana/node-asana) | Task tracking integration | 200+ | MIT |

### Portfolio Management

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| kpi-aggregator | [metabase/metabase](https://github.com/metabase/metabase) | Business intelligence dashboards | 36k+ | AGPL-3.0 |
| portfolio-dashboard-builder | [plotly/plotly.py](https://github.com/plotly/plotly.py) | Interactive visualization | 15k+ | MIT |
| portfolio-dashboard-builder | [streamlit/streamlit](https://github.com/streamlit/streamlit) | Dashboard application framework | 32k+ | Apache-2.0 |
| portfolio-dashboard-builder | [grafana/grafana](https://github.com/grafana/grafana) | Observability dashboards | 60k+ | AGPL-3.0 |
| valuation-updater | [quantopian/alphalens](https://github.com/quantopian/alphalens) | Portfolio performance analysis | 2.5k+ | Apache-2.0 |
| board-deck-analyzer | [unstructured-io/unstructured](https://github.com/unstructured-io/unstructured) | Document parsing for presentations | 6k+ | Apache-2.0 |
| action-item-tracker | [linear/linear](https://github.com/linear/linear) | Issue tracking API | - | - |

### Exit Planning & Distribution

| Skill/Agent | Repository | Description | Stars | License |
|-------------|------------|-------------|-------|---------|
| buyer-universe-builder | [linkedin/api-docs](https://github.com/linkedin/api-docs) | Company and people data | - | - |
| k1-generator | [taxjar/taxjar-python](https://github.com/taxjar/taxjar-python) | Tax calculation integration | - | MIT |

---

## MCP Servers

### Data & Research

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-pitchbook** | PitchBook API integration for deal data, valuations, and market research | market-sizer, comparable-transaction-finder, competitive-landscape-analyzer |
| **mcp-crunchbase** | Crunchbase data access for company funding, founders, investors | deal-flow-tracker, investor-network-mapper, buyer-universe-builder |
| **mcp-sec-edgar** | SEC EDGAR filings access for public company data | comparable-analysis, financial-due-diligence |
| **mcp-bloomberg** | Bloomberg Terminal data integration | dcf-analysis, comparable-analysis, valuation-updater |
| **mcp-refinitiv** | Refinitiv/LSEG data for financial markets | comparable-transaction-finder, market-sizer |

### Document Processing

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-docusign** | DocuSign integration for document execution | closing-checklist-tracker, definitive-document-negotiation |
| **mcp-dropbox** | Dropbox document management | document-redliner, contract-extractor |
| **mcp-google-drive** | Google Drive integration for shared documents | board-deck-analyzer, ic-memo-generator |
| **mcp-notion** | Notion workspace integration | action-item-tracker, portfolio-dashboard-builder |

### CRM & Communication

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-affinity** | Affinity CRM for VC relationship management | deal-flow-tracker, investor-network-mapper |
| **mcp-salesforce** | Salesforce CRM integration | deal-flow-tracker, outreach-sequencer |
| **mcp-hubspot** | HubSpot CRM and marketing | outreach-sequencer, customer-reference-tracker |
| **mcp-mailchimp** | Email campaign management | outreach-sequencer |
| **mcp-calendly** | Meeting scheduling automation | meeting-scheduler |

### Financial & Accounting

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-carta** | Carta cap table and equity management | cap-table-validator, waterfall-calculator, dilution-analyzer |
| **mcp-juniper-square** | Juniper Square fund administration | kpi-aggregator, distribution-waterfall-calculation, lp-relations |
| **mcp-quickbooks** | QuickBooks accounting integration | financial-model-validator, cohort-analyzer |
| **mcp-xero** | Xero accounting integration | financial-model-validator, audit-trail-verifier |
| **mcp-plaid** | Plaid financial data aggregation | audit-trail-verifier, financial-due-diligence |

### Code & Technical Analysis

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-github** | GitHub repository analysis | code-quality-analyzer, tech-stack-scanner |
| **mcp-gitlab** | GitLab integration for code analysis | code-quality-analyzer, tech-stack-scanner |
| **mcp-sonarcloud** | SonarCloud code quality metrics | code-quality-analyzer |
| **mcp-snyk** | Security vulnerability scanning | tech-stack-scanner |

### Legal & Compliance

| MCP Server | Description | Relevant Skills |
|------------|-------------|-----------------|
| **mcp-lexisnexis** | LexisNexis legal research | legal-due-diligence, ip-patent-analyzer |
| **mcp-clearbit** | Company enrichment and verification | background-checker, deal-flow-tracker |
| **mcp-checkr** | Background check integration | background-checker |

---

## Community Resources

### Industry Standards & Frameworks

| Resource | Type | Description | URL |
|----------|------|-------------|-----|
| ILPA Reporting Templates | Template | Institutional Limited Partners Association reporting standards | https://ilpa.org/reporting-template/ |
| IPEV Valuation Guidelines | Standard | International Private Equity and Venture Capital Valuation Guidelines | https://www.privateequityvaluation.com/ |
| NVCA Model Legal Documents | Template | National Venture Capital Association standard term sheets and agreements | https://nvca.org/model-legal-documents/ |
| YC SAFE Documents | Template | Y Combinator Simple Agreement for Future Equity templates | https://www.ycombinator.com/documents |
| Series Seed Documents | Template | Open-source seed-stage financing documents | https://www.seriesseed.com/ |
| ASC 820 Fair Value | Standard | Accounting Standards Codification for fair value measurement | FASB |
| GIPS Standards | Standard | Global Investment Performance Standards | https://www.cfainstitute.org/en/ethics-standards/gips-standards |

### Data Providers & APIs

| Provider | Type | Description | Use Cases |
|----------|------|-------------|-----------|
| PitchBook | Commercial | Private market data platform | Market sizing, comparables, deal sourcing |
| CB Insights | Commercial | Tech market intelligence | Competitive analysis, market research |
| Crunchbase | Freemium | Company and funding data | Deal flow, investor mapping |
| Preqin | Commercial | Alternative assets data | LP research, fund benchmarking |
| Cambridge Associates | Commercial | Investment benchmarking | Performance comparison, market data |
| Burgiss | Commercial | Private capital analytics | Portfolio analytics, benchmarking |
| Visible.vc | Commercial | Portfolio monitoring platform | KPI collection, reporting |
| Carta | Commercial | Cap table management | Equity tracking, 409A valuations |
| AngelList | Freemium | Startup platform | Deal sourcing, syndication |
| Gust | Freemium | Startup funding platform | Deal flow management |

### Educational & Community

| Resource | Type | Description | URL |
|----------|------|-------------|-----|
| Kauffman Fellows | Community | VC education and network | https://www.kauffmanfellows.org/ |
| a]VC University | Course | Andreessen Horowitz educational content | https://a16z.com/education/ |
| VC Lab | Accelerator | Venture capital accelerator | https://vclab.com/ |
| OpenVC | Community | Open-source VC resources | https://www.openvc.app/ |
| GoingVC | Community | VC career and education | https://www.goingvc.com/ |
| Venture Hacks | Blog | Startup and VC advice | https://venturehacks.com/ |
| AVC (Fred Wilson) | Blog | VC industry insights | https://avc.com/ |
| Both Sides of the Table | Blog | VC perspectives | https://bothsidesofthetable.com/ |
| Strictly VC | Newsletter | Daily VC news | https://www.strictlyvc.com/ |
| Term Sheet (Fortune) | Newsletter | Deal news and analysis | https://fortune.com/newsletter/termsheet |

### Open Source Projects

| Project | Description | Relevant Skills |
|---------|-------------|-----------------|
| [OpenBB](https://github.com/OpenBB-finance/OpenBBTerminal) | Open-source investment research terminal | market-sizer, comparable-analysis, dcf-analysis |
| [finvizfinance](https://github.com/lit26/finvizfinance) | Financial visualization and screening | comparable-transaction-finder |
| [Alpha Vantage](https://github.com/RomelTorres/alpha_vantage) | Financial market data API wrapper | dcf-analysis, valuation-updater |
| [FundamentalAnalysis](https://github.com/JerBouma/FundamentalAnalysis) | Fundamental analysis tools | financial-due-diligence, dcf-analysis |
| [FinanceToolkit](https://github.com/JerBouma/FinanceToolkit) | Comprehensive financial analysis | valuation-specialist, comparable-analysis |
| [PyPortfolioOpt](https://github.com/robertmartin8/PyPortfolioOpt) | Portfolio optimization | portfolio-dashboard-builder, kpi-aggregator |
| [QuantStats](https://github.com/ranaroussi/quantstats) | Portfolio analytics and reporting | quarterly-portfolio-reporting |
| [Zipline](https://github.com/quantopian/zipline) | Algorithmic trading library | scenario-modeler, sensitivity-analyst |

### Templates & Tools

| Resource | Type | Description | Source |
|----------|------|-------------|--------|
| VC Financial Model Template | Spreadsheet | Standard VC investment model | Various (Visible.vc, OpenVC) |
| Cap Table Template | Spreadsheet | Cap table modeling template | NVCA, Carta |
| Term Sheet Calculator | Tool | Term sheet economics calculator | EquityZen |
| Waterfall Calculator | Spreadsheet | Distribution waterfall modeling | Fund administrators |
| LP Report Template | Template | Quarterly LP report format | ILPA |
| Board Deck Template | Template | Standard board presentation format | a16z, Sequoia |
| Due Diligence Checklist | Template | Comprehensive DD checklist | NVCA |
| IC Memo Template | Template | Investment committee memo format | Various VC firms |

---

## Integration Patterns

### Recommended Integration Architecture

```
                    +------------------+
                    |   MCP Gateway    |
                    +--------+---------+
                             |
          +------------------+------------------+
          |                  |                  |
    +-----v-----+     +------v------+    +-----v-----+
    |  Data     |     |  Document   |    |  CRM      |
    |  Sources  |     |  Processing |    |  Systems  |
    +-----------+     +-------------+    +-----------+
    | PitchBook |     | DocuSign    |    | Affinity  |
    | Crunchbase|     | Google Drive|    | Salesforce|
    | Bloomberg |     | Notion      |    | HubSpot   |
    +-----------+     +-------------+    +-----------+
```

### Data Flow Recommendations

1. **Deal Sourcing Pipeline**
   - Crunchbase/PitchBook -> deal-flow-tracker -> CRM -> outreach-sequencer

2. **Due Diligence Workflow**
   - Document sources -> contract-extractor -> findings aggregator -> ic-memo-generator

3. **Portfolio Monitoring**
   - Portfolio companies -> kpi-aggregator -> Juniper Square/Carta -> LP reports

4. **Valuation Pipeline**
   - PitchBook comparables -> comparable-transaction-finder -> valuation-specialist -> portfolio-dashboard-builder

---

## Security & Compliance Considerations

### Data Handling

- **LP Data**: Must comply with SEC regulations for registered investment advisers
- **Portfolio Data**: Ensure data processing agreements with portfolio companies
- **Personal Data**: GDPR/CCPA compliance for founder and investor information
- **Material Non-Public Information**: Implement information barriers for public company data

### Recommended Security Practices

1. **API Key Management**: Use secure vault services (HashiCorp Vault, AWS Secrets Manager)
2. **Data Encryption**: Encrypt sensitive financial data at rest and in transit
3. **Access Control**: Implement role-based access for different user types (GP, LP, Admin)
4. **Audit Logging**: Maintain audit trails for all data access and modifications
5. **Compliance Monitoring**: Regular compliance reviews for regulatory adherence

---

## Notes

### Prioritization for Implementation

**Phase 1 - Core Infrastructure**
- MCP servers: mcp-pitchbook, mcp-carta, mcp-affinity
- GitHub repos: pandas, scikit-learn, plotly

**Phase 2 - Due Diligence Enhancement**
- MCP servers: mcp-github, mcp-docusign, mcp-clearbit
- GitHub repos: transformers, spaCy, SonarQube

**Phase 3 - Advanced Analytics**
- MCP servers: mcp-bloomberg, mcp-sec-edgar
- GitHub repos: QuantLib, OpenBB, PyPortfolioOpt

### Maintenance Considerations

- Regularly update API integrations as provider APIs evolve
- Monitor rate limits and usage quotas for commercial APIs
- Maintain backup data sources for critical market data
- Track changes in regulatory requirements affecting data handling
