Investment Workflows

Part 1: Investment Memo (from Pitch Deck)

Populate a Madrona/Pioneer Fund investment memo in Notion from a pitch deck and deal context.

Inputs

The user will provide some combination of:

• A Notion page URL (the blank or partially filled memo)
• A PDF deck path (the company's pitch deck)
• Deal context (investment amounts, how they met the founder, any email/message context)

If any of these are missing, ask the user before proceeding.

Steps

1. Read the deck

Use the Read tool on the PDF path. Extract:

• Company name and description
• Founders and team bios
• Market overview and problem statement
• Product description and how it works
• Traction (ARR, customers, pipeline, growth)
• Competitive landscape
• Raise details (amount, security type)

2. Fetch the Notion memo template

Use mcp__claude_ai_Notion__notion-fetch on the Notion URL. Standard Pioneer Fund memo sections:

• Company Name, Description, Location
• Founder(s), Contact Info
• Summary of Team / Market / Product
• Key Strengths / Key Challenges
• Proposed Deal Terms, Type of Security, Investment Rights
• Pioneer Co-Investment Amount, Investment from Pioneer Fund
• Board of Directors & Advisors
• Other Relevant Information

Note: Template may vary. Always read the actual page structure and preserve any fields the user already filled in.

3. Fill in the memo

Use mcp__claude_ai_Notion__notion-update-page with replace_content.

Write like the scout actually wrote it, not like an AI summarized a deck.

Writing rules:

• Plain, direct language. No promotional adjectives.
• State facts concisely. "Team of 7, 5 technical" not "an exceptional team."
• For market: explain the problem simply, then list tailwinds.
• For product: describe what it does step by step.
• For strengths/challenges: be honest and specific. Cite concrete evidence.
• No em dash overuse, no rule-of-three, no AI vocabulary.
• Vary sentence length. Short sentences are fine.

4. Update properties

• Summary: One-line description (plain language)
• Status: "Researching"
• Tags: Add "Finance" if not tagged

5. Final check

Re-read the page. Scan for AI-isms and fix in place.

Part 2: Add Investment to Portfolio

Add a new row to the Portfolio database in Notion.

Parse Arguments

Extract from user input:

• Company name (required)
• Amount — dollar amount (e.g. "10k" = 10000, "25k" = 25000)
• Cap/Price — valuation cap (e.g. "25m" = 25000000)
• --type — Scout, LP, Direct, Syndicate, SPV (default: Direct)
• --entry — Pre-Seed, Seed, Seed+, Series A/B/C/D/E, HF, Rolling, Fund 1/2 (default: Pre-Seed)
• --co-investor — comma-separated names
• --status — Alive, Died, Acquired, IPO (default: Alive)

If amount or cap are missing, ask the user.

Research the Company

Search Notion for existing memos/notes:

notion-search: <company name>

If found, extract description, deal terms, stage, co-investor info. Present to user before creating.

Create the Row

Portfolio database data_source_id: 9bb2360b-c387-47b0-88ad-8be2971c75f7

Properties:

• Name (title): Company name
• Amount (number): Investment amount in dollars
• Price (number): Valuation cap in dollars
• Description (text): From memo or user input
• Entry (select): Stage at entry
• Current (select): Same as Entry for new investments
• Type (select): Investment type
• Status (status): Default "Alive"
• Co-Investor (multi_select): If provided
• Link (url): If found

After Creation

1. Show a summary table of what was added
2. Link to the new Notion page