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TrackerClaudeChatGPTGeminiClaude CodeGoogle Sheets

Funding round tracker — log, check and roll up fashion-tech rounds

ZIP · 23 KB · free

What you get

A 19-column tracker and the skill that fills it: paste a funding announcement and get one row with amount and currency as reported, round and round type (equity, extension, debt, grant), lead versus participants, what the company sells and the primary source — with every inferred value marked and every missing value written as TBC. It deduplicates against your sheet, checks it for the classic errors, rolls up a month with counts you can recompute and drafts one-line wire items. Runs in Claude, ChatGPT, Gemini, Claude Code and, through an Apps Script menu, Google Sheets.

Use it for

  • Turn a press release or article into one tracker row, stated and inferred values separated
  • Catch a valuation logged as a raise, an extension logged as a new round, a participant logged as lead
  • Roll up a month by segment, round and currency using only the rows in the sheet
  • Draft one wire line per row, unverified rows marked

What's inside

  • SKILL.mdthe skill: extraction procedure, 19-column format, self-checks, when to ask
  • PROMPTS.mdLog · Update · Check · Monthly roll-up · Wire items prompts
  • templates/funding-round-tracker.csvempty 19-column tracker
  • examples/funding-round-tracker-example.csvsix fictional rounds, including an extension, a debt facility and a grant
  • examples/monthly-roll-up-example.mdthe roll-up of those rows
  • platforms/google-sheets/Code.gsApps Script menu: Fill selected rows, Check sheet
  • platforms/chatgpt-instructions.mdCustom GPT / Project instructions
  • platforms/claude-code/.claude/skills/funding-round-tracker/SKILL.mdClaude Code drop-in

Quick start

  1. Unzip and open README.md.
  2. Claude: Settings → Capabilities → Skills → upload SKILL.md. ChatGPT: paste platforms/chatgpt-instructions.md into a Project. Gemini: paste platforms/gemini-gem.md into a Gem. Google Sheets: import the CSV, paste platforms/google-sheets/Code.gs into Apps Script.
  3. Paste the Log prompt from PROMPTS.md with an announcement and your current tracker.

Preview — one prompt from the kit

Extract one funding-round row from this announcement: {{announcement}}

Existing tracker (for duplicate check; may be empty): {{tracker}}

Return the row as CSV with this exact header: company,date_announced,round,round_type,amount,currency,post_money_valuation,lead_investor,other_investors,segment,hq_country,what_they_sell,source_url,secondary_source_url,inferred_fields,verified,verified_by,verified_on,notes

Rules: use only what the text states; amount and post_money_valuation as numbers in millions of the currency (12.5 = 12.5 million), never swap raise and valuation; round_type = equity, extension, debt, grant or mixed as the wording says; lead_investor only if the text says "led by"; date_announced = the announcement date, ISO; segment from design tools, 3D, fit & try-on, supply chain, resale, retail tech, materials, other; anything you derived rather than read goes by column name into inferred_fields; anything missing = TBC; verified = no.

Then list: (a) stated vs inferred, (b) not disclosed, (c) whether this duplicates a row in the tracker (same company + round within 30 days) and, if so, which cells you would update instead of adding a row.

Get the kit

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