investor-materials
Scannednpx machina-cli add skill affaan-m/everything-claude-code/investor-materials --openclawInvestor 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
Source
git clone https://github.com/affaan-m/everything-claude-code/blob/main/.cursor/skills/investor-materials/SKILL.mdView on GitHub Overview
Investor materials (pitch decks, one-pagers, investor memos, financial models, and accelerator apps) must be consistent, credible, and defendable. This skill guides you to establish a single source of truth, draft each asset with explicit logic, and cross-check numbers so everything aligns for investor conversations.
How This Skill Works
Start by inventorying canonical facts (traction, pricing, raise size, use of funds, milestones). Identify missing assumptions, choose the asset type, then draft with explicit logic and cross-check every number against the source of truth.
When to Use It
- Creating or revising a pitch deck
- Writing an investor memo or one-pager
- Building a financial model, milestones, or use-of-funds table
- Answering accelerator or incubator application questions
- Aligning multiple fundraising documents around one source of truth
Quick Start
- Step 1: Inventory canonical facts from all sources (traction, pricing, raise size, milestones).
- Step 2: Identify gaps in assumptions and select the asset type (deck, memo, or model).
- Step 3: Draft with explicit logic and re-check every number against the source of truth.
Best Practices
- Establish a single source of truth for all fundraising materials
- Ensure all numbers and assumptions are consistent across assets
- Make assumptions explicit and traceable
- Align traction, pricing, uses of funds, and milestones across assets
- Cross-check every figure against the source of truth before drafting
Example Use Cases
- A seed SaaS startup uses one source of truth to power the deck, memo, and model, with matching traction metrics and milestones
- An accelerator application that mirrors the use-of-funds and milestones shown in the financial model
- A one-pager that summarizes the company in one sentence, with traction data and a precise ask
- A financial model that includes bear/base/bull scenarios and milestone-linked spending
- A partner-ready set of materials that remains defensible in a live meeting thanks to consistent numbers
