investor-materials
Assists in drafting and aligning investor-facing documents to maintain a single source of truth.
Install
mkdir -p .claude/skills/investor-materials && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/13196" && unzip -o skill.zip -d .claude/skills/investor-materials && rm skill.zipInstalls to .claude/skills/investor-materials
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fuKey capabilities
- →Create or revise pitch decks
- →Write investor memos or one-pagers
- →Build financial models, milestone plans, or use-of-funds tables
- →Answer accelerator or incubator application questions
- →Align multiple fundraising documents around one source of truth
- →Cross-check every number against a single source of truth
How it works
The skill inventories canonical facts, identifies missing assumptions, and drafts the requested asset with explicit logic. It then cross-checks all numbers against a single source of truth to ensure consistency.
Inputs & outputs
When to use investor-materials
- →Drafting a pitch deck
- →Creating a use-of-funds table
- →Aligning traction metrics across multiple documents
About this skill
Investor Materials
Build investor-facing materials that are consistent, credible, and easy to defend.
When to Activate
- creating or revising a pitch deck
- writing an investor memo or one-pager
- building a financial model, milestone plan, or use-of-funds table
- answering accelerator or incubator application questions
- aligning multiple fundraising docs around one source of truth
Golden Rule
All investor materials must agree with each other.
Create or confirm a single source of truth before writing:
- traction metrics
- pricing and revenue assumptions
- raise size and instrument
- use of funds
- team bios and titles
- milestones and timelines
If conflicting numbers appear, stop and resolve them before drafting.
Core Workflow
- inventory the canonical facts
- identify missing assumptions
- choose the asset type
- draft the asset with explicit logic
- cross-check every number against the source of truth
Asset Guidance
Pitch Deck
Recommended flow:
- company + wedge
- problem
- solution
- product / demo
- market
- business model
- traction
- team
- competition / differentiation
- ask
- use of funds / milestones
- appendix
If the user wants a web-native deck, pair this skill with frontend-slides.
One-Pager / Memo
- state what the company does in one clean sentence
- show why now
- include traction and proof points early
- make the ask precise
- keep claims easy to verify
Financial Model
Include:
- explicit assumptions
- bear / base / bull cases when useful
- clean layer-by-layer revenue logic
- milestone-linked spending
- sensitivity analysis where the decision hinges on assumptions
Accelerator Applications
- answer the exact question asked
- prioritize traction, insight, and team advantage
- avoid puffery
- keep internal metrics consistent with the deck and model
Red Flags to Avoid
- unverifiable claims
- fuzzy market sizing without assumptions
- inconsistent team roles or titles
- revenue math that does not sum cleanly
- inflated certainty where assumptions are fragile
Quality Gate
Before delivering:
- every number matches the current source of truth
- use of funds and revenue layers sum correctly
- assumptions are visible, not buried
- the story is clear without hype language
- the final asset is defensible in a partner meeting
When not to use it
- →When conflicting numbers appear across sources
- →When making unverifiable claims
- →When using fuzzy market sizing without assumptions
Limitations
- →Requires a single source of truth for all data
- →Does not allow unverifiable claims
- →Does not allow fuzzy market sizing without assumptions
How it compares
This skill ensures internal consistency across all investor materials by enforcing a single source of truth and cross-checking all figures, which is critical for credibility in fundraising.
Compared to similar skills
investor-materials side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| investor-materials (this skill) | 0 | 4mo | No flags | Intermediate |
| mckinsey-consultant | 9 | 4mo | No flags | Advanced |
| creating-pitch-books | 0 | 3mo | No flags | Advanced |
| product-strategist | 12 | 7mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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