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.
Best use case
investor-materials is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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.
Teams using investor-materials should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository 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 | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | 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.
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.
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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