Investor OS · Install guide

One install.
Three skills.

Pick your install method below. Deal brief, founder-call prep, and portfolio pulse — ready to run after a few minutes of setup.

✓ Free during beta

Free during beta

Enter your email to get started

We'll send your onboarding instructions and the pack access link. No spam — one email, then you're on your way.

Free during beta. No spam.

✓

You're in.

Scroll down to choose your install method.

Install method

⚡ Cowork — Drag and drop. Done.

Estimated time: 10 seconds. One action: drag the file in. Cowork handles the rest.

Cowork app required. If you don't have Cowork installed, use Claude Code or Web Claude below.

1 Click "Open in Cowork" below — the deep link opens the app and starts the install
2 Click Install when prompted. Done.
3 Fill in your CLAUDE.md with your first 3 deal cards

Claude Code instead →

~10 seconds · Requires Cowork desktop app

💻 Claude Code — One terminal command.

Estimated time: ~1 minute. Download the file, run one command.

1 Click "Download .plugin file" below
2 Open your terminal
3 Run this command:

/plugin install ~/Downloads/investor-os-v1.plugin

That's it. The pack is live in your Claude Code workspace.

How to Install →

~1 minute · Requires Claude Code CLI

🌐 Claude.ai Projects — Manual steps, no CLI.

Estimated time: ~2 minutes. Download the file, open claude.ai, follow three steps.

1 Enter your email below — we'll send you the download link and onboarding steps
2 Download the .plugin file from the link we send
3 Go to claude.ai → Projects → Create or open a project → Settings → Skills → Upload each skill file

Get your download link

Enter your email — we'll send the .plugin file link and your onboarding instructions. Free during beta.

Link sent!

Check your inbox — we sent you the download link and onboarding steps. After you install, fill in your CLAUDE.md with your first 3 deal cards.

Also running a consulting practice on the side? Install the Consulting Starter Pack → Consulting Starter Pack →

What happens after install

Fill in your CLAUDE.md

Open the CLAUDE.md template that installed. Fill in: your fund thesis (stage, sector, thesis), your top 3 active deals, and your portfolio companies. This is your working memory — every skill reads from it daily.

~10 minutes

Connect your tools

Recommended: Connect Gmail and Google Calendar in Claude → Settings → Connections. Enables the deal-triage and portfolio-pulse skills to read your inbox and calendar automatically.

~2 minutes

Three skills, ready to run

Deal triage (Mon 7am): top 3 deals, portfolio follow-ups, new inbound, stale pipeline.
Founder-call-prep (on demand + auto): 2-page prep doc before every founder meeting.
Portfolio-pulse (Fri 4pm): founder wins, follow-ups, next rounds, partner update draft.
v1.1 — coming soon: diligence-dossier and investment-memo skills.

Runs automatically

One install.Three skills.

Enter your email to get started

You're in.

Get your download link

Link sent!

One install.
Three skills.