investor-materials
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 fundraising assets.
About this skill
This skill empowers AI agents to generate and maintain a comprehensive suite of investor-facing materials, including pitch decks, one-pagers, investor memos, accelerator applications, and detailed financial models. It ensures that all fundraising assets—such as financial projections, use-of-funds tables, and milestone plans—remain internally consistent, credible, and easy to defend across multiple documents. Leveraging best practices from the 'everything-claude-code' repository, this skill is designed for robustness, providing a reliable tool for startups and businesses engaged in fundraising activities.
Best use case
Fundraising; Creating investor documentation; Applying to accelerators/incubators; Maintaining consistency across financial projections and investor communications.
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 fundraising assets.
Well-structured, consistent, and credible drafts of investor materials (e.g., pitch decks, financial models, investor memos), ready for review and refinement.
Practical example
Example input
Draft a pitch deck outline for my SaaS startup 'InnovateTech' focusing on AI-driven analytics, incorporating a 5-year financial projection, a use-of-funds table for a $2M seed round, and key milestones for product development and market expansion. Ensure consistency with our last investor memo.
Example output
A comprehensive draft of 'InnovateTech's pitch deck outline, including sections for problem, solution, market, product, team, business model, go-to-market strategy, financial projections (5-year), use-of-funds table for $2M seed round (broken down by R&D, marketing, operations), and key milestones for product launch, user acquisition, and series A preparation. The financial figures and strategic points are harmonized with the previously provided investor memo.
When to use this skill
- When creating or revising a pitch deck.
- When writing an investor memo or one-pager.
- When building a financial model, milestone plan, or use-of-funds table.
- When answering accelerator or incubator application questions.
When not to use this skill
- For general business reports not intended for investors.
- For internal-only financial planning that doesn't need to align with external fundraising narratives.
- When creating marketing materials unrelated to fundraising.
- For detailed legal document drafting without specific fundraising context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/investor-materials/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How investor-materials Compares
| Feature / Agent | investor-materials | Standard Approach |
|---|---|---|
| Platform Support | Claude | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | easy | N/A |
Frequently Asked Questions
What does this skill do?
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 fundraising assets.
Which AI agents support this skill?
This skill is designed for Claude.
How difficult is it to install?
The installation complexity is rated as easy. You can find the installation instructions above.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 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 1. inventory the canonical facts 2. identify missing assumptions 3. choose the asset type 4. draft the asset with explicit logic 5. cross-check every number against the source of truth ## Asset Guidance ### Pitch Deck Recommended flow: 1. company + wedge 2. problem 3. solution 4. product / demo 5. market 6. business model 7. traction 8. team 9. competition / differentiation 10. ask 11. use of funds / milestones 12. 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
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