Optimize fundraising attention policy

Allocate the current fundraising attention epoch with age-aware controlled Markov arm values and an exact multiple-choice capacity knapsack: compare action versus passive continuation through later stages, price founder distraction and action cost, expose a dynamic attention index, and disclose that independently relaxed future capacity is not a globally certified multi-period schedule.

What it's for

Turns founder fundraising time into a recalculating decision policy: which live opportunity and intervention deserve attention now, what value that attention adds through later stages, and where evidence is too weak to automate.

What you give it

Inputs split into evidence read from your connected systems, calibration your team owns, and numerical controls that affect precision but never the result's meaning.

Field Type Role Required
age_bucket_boundaries array of integer Evidence Optional
attention_actions array of objects (8 fields) ≥ 1 item Evidence Yes
attention_capacity_units integer ≥ 0, ≤ 1000 Your calibration Yes
current_opportunities array of objects (6 fields) ≥ 1 item Evidence Yes
discount_factor number ≥ 0, ≤ 1 Your calibration Optional
distraction_cost_per_attention_unit number ≥ 0 Your calibration Optional
historical_stage_episodes array of objects (5 fields) ≥ 4 items Evidence Yes
horizon_periods integer ≥ 1, ≤ 52 Your calibration Yes
liquidity_value_per_primary_dollar number ≥ 0 Your calibration Optional
max_detail_rows integer ≥ 1, ≤ 500 Numerical control Optional
minimum_stage_period_exposure number ≥ 0 Your calibration Optional
prior_strength number ≥ 0 Your calibration Optional
stage_order array of string ≥ 2 items Evidence Yes

Each attention_actions record

Field Type Required
advance_hazard_multiplier number (≥ 0, ≤ 20) Yes
attention_units integer (≥ 1, ≤ 1000) Yes
cash_cost number (≥ 0) Yes
eligible_stages array of string (≥ 1 item) Yes
evidence_verified boolean Yes
id string (non-empty) Yes
loss_hazard_multiplier number (≥ 0, ≤ 20) Yes
proceeds_realization_multiplier number (≥ 0, ≤ 2) Yes
Example input
{
  "attention_actions": [
    {
      "advance_hazard_multiplier": 1.4,
      "attention_units": 1,
      "cash_cost": 1,
      "eligible_stages": [
        "contacted",
        "diligence",
        "term_sheet"
      ],
      "evidence_verified": true,
      "id": "founder-update",
      "loss_hazard_multiplier": 0.8,
      "proceeds_realization_multiplier": 1
    },
    {
      "advance_hazard_multiplier": 2,
      "attention_units": 2,
      "cash_cost": 1,
      "eligible_stages": [
        "diligence",
        "term_sheet"
      ],
      "evidence_verified": true,
      "id": "partner-meeting",
      "loss_hazard_multiplier": 0.5,
      "proceeds_realization_multiplier": 1
    }
  ],
  "attention_capacity_units": 2,
  "current_opportunities": [
    {
      "age_periods": 1,
      "current_stage": "diligence",
      "evidence_verified": true,
      "id": "fund-alpha",
      "loss_cost": 20,
      "potential_primary_proceeds": 600
    },
    {
      "age_periods": 0,
      "current_stage": "term_sheet",
      "evidence_verified": true,

Truncated for display — the full payload is 479 lines.

What you get back

This is the actual output of running the example above — computed by the same function the platform calls, not an illustration.

Example output
{
  "decision": "fundraising_attention_policy_supported",
  "failed_gates": [],
  "guardrails": [
    "Censored histories supply exposure without fake outcomes. The controlled Markov arm value propagates attention effects through later stages and compares each current action with waiting while the opportunity continues to evolve.",
    "The current-epoch multiple-choice knapsack is exact over returned arm values. Future capacity is relaxed independently by arm, so this is an index policy to recompute after each stage event, not a globally certified multi-period schedule.",
    "Action effects, cash costs, opportunity amounts, loss costs and liquidity value are organization-owned and require prospective calibration. Do not infer investor receptiveness from protected traits, personal data, names, nationality, or covert surveillance; this is not solicitation, securities, or financing advice."
  ],
  "method": "finite_horizon_controlled_markov_arm_values_and_exact_epoch_knapsack",
  "opportunity_diagnostics": [
    {
      "best_action_id": "partner-meeting",
      "best_action_marginal_dynamic_value": 41.4059,
      "current_stage": "diligence",
      "dynamic_attention_index_per_unit": 20.7029,
      "opportunity_id": "fund-alpha",
      "passive_dynamic_value": 422.2568
    },
    {
      "best_action_id": "partner-meeting",
      "best_action_marginal_dynamic_value": 17.8075,
      "current_stage": "term_sheet",
      "dynamic_attention_index_per_unit": 8.9038,
      "opportunity_id": "fund-beta",
      "passive_dynamic_value": 343.3485
    }
  ],
  "selected_actions": [
    {
      "action_id": "partner-meeting",
      "attention_units": 2,
      "marginal_dynamic_value": 41.4059,
      "opportunity_id": "fund-alpha"
    }
  ],
  "solver": {
    "current_epoch_selection": "globally_optimal_multiple_choice_knapsack",
    "multi_period_policy": "single_arm_index_relaxation_not_globally_certified"
  },
  "summary": {
    "attention_capacity_units": 2,
    "attention_units_used": 2,
    "expected_incremental_dynamic_value": 41.4059,
    "opportunity_count": 2,

Truncated for display — the full payload is 52 lines.

How it works

Markov & state-space control — Choose a policy over evolving states when today's action changes tomorrow's options.

  1. 1 Fit the same censored age-state competing-risk model, then freeze prospectively calibrated, stage-eligible attention actions with advance/loss hazard multipliers, proceeds effects, cash and capacity cost.
  2. 2 For each live opportunity solve a finite-horizon controlled Markov arm: at each future state compare passive evolution with eligible attention, propagate advance, close, loss and dwell value, and calculate each current action's marginal dynamic value and per-unit index.
  3. 3 Solve the current decision epoch as an exact multiple-choice knapsack over opportunity/action pairs; recompute after the next observed event and withhold the policy when evidence, stage support or positive action value fails.

Before you trust it

Every tool in the catalog ships with the conditions under which its answer is meaningful — and the conditions under which it should abstain instead of guessing.

Assumptions & guardrails

  • States are decision-sufficient at the chosen cadence and transition evidence is recent, identifiable, and not silently pooled across incompatible regimes.
  • Historical censoring is honest; stage dynamics are locally stable; action effects are prospective and causal enough for planning; proceeds, loss cost, cash/distraction cost and liquidity value are commensurable; no omitted action shares the constrained attention pool.
  • A policy is conditional on the declared state abstraction and transition model; hidden omitted state can invalidate its ranking.
  • The epoch knapsack is exact over single-arm dynamic values, while future capacity is an index relaxation and not globally certified. Do not use personal, protected or covertly inferred investor attributes; this is not automated solicitation, securities, legal or financing advice.

Minimum evidence

  • historical_stage_episodes: at least 4 rows/items
  • current_opportunities: at least 1 rows/items
  • stage_order: at least 2 rows/items
  • attention_actions: at least 1 rows/items
  • attention_capacity_units: required and organization-defined
  • horizon_periods: required and organization-defined

How to validate it

Backtest the chosen action against simple feasible baselines on held-out scenarios, sweep costs/constraints/risk tolerance, and require constraint feasibility under adverse inputs.

Calibrating it to your org

Same for everyone

The mathematical kernel, validation rules, method version, and JSON output semantics are organization-independent; no tenant-trained coefficients or company benchmark is embedded in the function.

Specific to you

  • governed action-effect registry joined to the same versioned fundraising stage model and current opportunity snapshot, with prospective experimental or otherwise defensible effect provenance
  • action executability and lawful perimeter, causal effect validity, stage eligibility, founder attention capacity and distraction cost, primary proceeds, loss cost, liquidity shadow value, discounting, stage/censoring stability, support gate and human activation authority

Calibration workflow

  1. 1 Define the management decision, target outcome, aggregate unit, privacy boundary, cadence, and prediction/intervention horizon for this organization.
  2. 2 Build a tenant-scoped historical cohort using only information available before each prediction or decision; preserve zero periods, censoring, assignment probabilities, and unresolved outcomes when the method requires them.
  3. 3 Estimate statistical parameters on training history, but obtain costs, utilities, risk tolerance, practical-effect thresholds, capacity, and policy constraints from accountable decision owners.
  4. 4 Validate on later time windows or held-out aggregate units at the deployment grain, against a simple baseline and the function-specific validation strategy.
  5. 5 Deploy only if the returned decision clears evidence, overlap, calibration, robustness, and guardrail checks; warning, unsupported, schema-gap, and fallback decisions are abstentions.
  6. 6 Monitor realized outcomes, data drift, coverage, and decision regret; recalibrate at a governed cadence or after a detected regime/definition change, never merely because a stakeholder dislikes the result.

Call it from your AI

You don't wire up 388 tools in your MCP client. The GitRevio MCP server exposes 18 tools, three of which let an agent search the catalog, read a tool's schema, and run it — so the assistant finds this one on its own.

gitrevio_capabilities_search
  { "q": "allocate the current fundraising attention epoch" }
  → finds "optimize_fundraising_attention_policy"

gitrevio_capability_describe
  { "capability_id": "optimize_fundraising_attention_policy" }
  → returns the input schema and agent guidance shown on this page

gitrevio_capability_run
  { "capability_id": "optimize_fundraising_attention_policy", "arguments": { ... } }
  → returns the result shown above

Works in Claude Desktop, Claude Code, Cursor, Cline, Continue.dev, Goose and Aider. See the MCP server.

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