Repeatable playbooks for pitch operations · investor conversations · tech-spec maintenance.
Trigger: new investor segment, new tech milestone, or quarterly refresh.
Steps: 1. Pull existing draft from
Investor_Packet_v1_DRAFT.html. 2. Run content through
_skills/icarus-pitch-producer/SKILL.md for any new
sections. 3. Voice-gate: zero hype words
(“revolutionary”/“10x”/“disruptive”). Verify with
voice-keeper-sandi. 4. Number-verify every claim. Cite
source. 5. Troy sign-off (he’s CVO; no packet ships without his read).
6. Designer pass for visual consistency. 7. Print one test copy before
any production run.
Pre-call: - Research the investor (fund focus · prior space deals · partner backgrounds · public statements on space sustainability). - Prepare 3 questions Sandi will ASK them (not just answer). - Confirm whether they’ve received the packet.
During call (30-45 min): - 0-2 min: small talk · explicit transition - 2-5 min: their interest in space (lets them anchor) - 5-15 min: Sandi’s pitch · architectural posture · no hype - 15-25 min: their questions · honest answers (don’t overpromise) - 25-30 min: explicit ask if a fit (next step · capital amount · timing) - 30-35 min: their questions back about us · Sandi’s questions back about them - 35-40 min: confirm next step in writing
Post-call (within 24h): - Personalized followup
email (not template) referencing 1-2 specifics from the call - Send any
promised materials - Log in Conference_Log.md or follow-up
tracker
Anti-patterns: - ❌ “Revolutionary” · “10x” · “game-changing” — flag yourself if you say these - ❌ Promise dates we can’t hit - ❌ Disclose advisor names without permission - ❌ Generic followup emails
When: New propulsion data · capture-mechanism revision · OPS architecture update from Troy.
Steps: 1. Troy submits change as markdown PR or
written brief. 2. Update IOS_*.md master files in
02_Projects/Icarus/. 3. Update
_knowledge/ICARUS_FOUNDER_PACKET.md if change affects
pitch. 4. If change is substantive (new mechanism · new capability),
trigger SOP-01 (packet revision). 5. Version-bump packet (v1.X) and
re-run change through pitch-producer skill.
T-30 days: - Confirm conference dates · location · expected attendance - Book travel + lodging - Confirm conference table assignment
T-14 days: - Order printed packets (50 minimum) and flyers (100 minimum) - Generate real QR for flyer (after packet PDF hosted) - Pack iPad with demo loop
T-7 days: - Test all materials at home - Print backup copies - Confirm any scheduled investor meetings during conference
T-1 day: - Tech check (laptop · iPad · cables) - Print backup of contact list - Pack everything in carry-on (NEVER check the packets)
Steps: 1. Pull every business card · every email
captured · every promise made. 2. Score each lead: A (committed
interest) · B (curious) · C (just polite). 3. A-leads: personalized
followup within 24h with specific offer (deeper packet · call ·
introduction). 4. B-leads: warm followup within 7 days · soft
introduction to ongoing newsletter. 5. C-leads: add to mailing list · no
individual follow-up. 6. Update Conference_Log.md with
outcomes per conversation.
Cadence: Once per quarter. Short. Substantive.
Structure: - One milestone hit (specific · verifiable) - One challenge encountered (honest) - One thing we’re working on next quarter - No fluff. No “exciting times!”
Voice: Same as packet. Architectural. No hype.
When: Reporter or podcast host reaches out about Icarus.
Steps: 1. Sandi or Troy responds within 48h (whichever has bandwidth). 2. Confirm scope of coverage · publication date · their angle. 3. Decide: yes / no / not yet (if pre-seed and they want a major announcement, “not yet” is often right). 4. If yes: provide the media kit (logo · 2-paragraph company description · founder bios · 3 photos). 5. After publication: log link · share if positive · respond if mischaracterized.