Investor Materials
Produce pitch decks, memos, models, and accelerator answers that share one traction and fundraising source of truth.
Overview
investor-materials is an agent skill most often used in Validate (also Idea, Grow) that drafts consistent pitch decks, models, and fundraising docs from one source of truth.
Install
npx skills add https://github.com/affaan-m/everything-claude-code --skill investor-materialsWhat is this skill?
- Golden rule: all investor assets must agree on metrics, raise, use of funds, and team
- Five-step core workflow from fact inventory through cross-checking every number
- Pitch deck flow covering wedge, problem, solution, traction, team, and competition
- Financial models, use-of-funds tables, and accelerator application alignment
- Explicit stop-and-resolve when conflicting numbers appear across documents
- Five-step core workflow from inventory through cross-check
- Pitch deck recommended flow lists nine narrative sections from company wedge through competition
Adoption & trust: 4.5k installs on skills.sh; 210k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
Your deck, memo, and spreadsheet show different MRR, raise size, or milestones and you cannot defend the story in a partner meeting.
Who is it for?
Pre-seed or seed solo founders preparing decks, YC-style applications, or use-of-funds tables for a defined raise.
Skip if: Post-IPO IR workflows, purely internal OKR docs with no external fundraising, or teams that already maintain a locked data room and only need graphic design.
When should I use this skill?
Creating or revising pitch decks, one-pagers, investor memos, financial models, use-of-funds tables, milestone plans, accelerator applications, or anytime multiple fundraising assets must stay consistent.
What do I get? / Deliverables
You leave with aligned investor-facing assets where every figure traces back to the same assumptions and conflicts are resolved before sending.
- Pitch deck or one-pager draft with explicit logic per slide
- Financial model or use-of-funds table cross-checked to source of truth
- Investor memo or accelerator answers using the same numbers as other assets
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Fundraising artifacts prove scope, milestones, and economics before full build commitment—Validate is the canonical shelf for investor-ready packaging. Scope subphase covers milestone plans, raise sizing, and what you are building—exactly what decks and memos must articulate.
Where it fits
Draft wedge and problem slides after competitor research before committing to build scope.
Align milestone plan and product scope with what the deck promises for the next 12 months.
Mirror pricing and revenue assumptions across deck, model, and memo.
Refresh traction and ARR slides for a seed extension without contradicting prior filings.
How it compares
Fundraising narrative and numbers discipline—not a cap-table legal tool or a generic slide template pack without consistency checks.
Common Questions / FAQ
Who is investor-materials for?
Solo builders and small founding teams who need investor memos, decks, and financial tables that stay internally consistent under quick diligence.
When should I use investor-materials?
In Validate when scoping a raise and milestone plan; in Idea when framing wedge and market for early conversations; in Grow when updating traction slides for a follow-on or accelerator reapply.
Is investor-materials safe to install?
It guides document drafting only; review the Security Audits panel on this page and never paste live cap-table or banking secrets into agent chats.
SKILL.md
READMESKILL.md - Investor Materials
# 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