‹ Investor Relations recipesInvestor Relations & Board · Agent Blueprint
Ask history
What has this investor been asked for, said, and committed? Every touchpoint, dated and sourced, before you walk into the room.
Why this is memory-only. An investor relationship is a sequence of conversations, and the record of what was asked, promised, and deferred lives only in those conversations. Only a memory layer can reconstruct the ask history.
Side by side: token usage, with and without Paperbase
Memory onlyWithout Paperbase
Not recoverable from isolated artifacts
- Search email for the investor's name.
- Skim meeting notes from past calls.
- Ask the founders what was discussed.
- Walk in having forgotten the last ask.
With Paperbase
Persistent memory layer
- Pull every Interaction with the investor, chronological.
- Ask Paperbase to extract the asks, commitments, and stance.
- Surface what was promised and whether it was delivered.
- Brief the room from the record.
Agent prompt
You are preparing for a meeting with {{investor_name}}.
Using Paperbase:
1. Pull every Interaction with {{investor_name}} - calls, emails, updates - chronological.
2. Extract the asks they made, what we promised, and delivery status.
3. Extract their stance: enthusiasm, hesitation, or hold.
4. Flag anything left unresolved from prior touchpoints.
Output:
- The ask history: what they asked, what we committed, what we delivered.
- Their stance, quoted and dated.
- What to lead with and what to pre-empt.Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.