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.

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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Overall Score

78/100

Grade

B

Good

Safety

88

Quality

76

Clarity

82

Completeness

68

Summary

This skill provides structured guidance for creating investor-facing fundraising materials including pitch decks, financial models, investor memos, and accelerator applications. It emphasizes consistency across documents by establishing a single source of truth for key metrics (traction, pricing, raise size, use of funds, team, milestones) and includes asset-specific templates, quality gates, and red flags to avoid common mistakes in investor communications.

Detected Capabilities

document generationfinancial modeling guidancecontent structure templatescross-document validation logicassumption documentation

Trigger Keywords

Phrases that MCP clients use to match this skill to user intent.

pitch deck creationinvestor memofinancial modelaccelerator applicationfundraising consistencyone-pager writinguse of funds tableinvestor materials alignment

Use Cases

Creating a pitch deck with consistent slide flow and messaging
Building financial models with explicit assumptions and scenario analysis
Writing one-pagers and investor memos with verified claims and clear positioning
Completing accelerator or incubator application forms while maintaining consistency with deck and model
Aligning multiple fundraising documents around a canonical fact base
Identifying and resolving inconsistencies in financials, team roles, or market sizing across materials

Quality Notes

Clear, well-organized structure with distinct sections for pitch deck, one-pager, financial model, and accelerator applications
Strong emphasis on consistency as core principle—the 'Golden Rule' establishes this discipline from the start
Practical workflow (inventory → identify gaps → choose asset → draft → cross-check) is actionable and testable
Includes specific red flags (unverifiable claims, fuzzy market sizing, inconsistent titles, revenue math) that help users avoid common mistakes
Quality gate at the end provides a clear checklist for validation before delivery
Guidance is non-prescriptive about tool choices—skill focuses on methodology rather than specific software (pitch.com, Keynote, etc.)
Could benefit from concrete examples: a sample one-pager, partial financial model template, or memo structure would strengthen applicability
No guidance on common pitfalls in specific instruments (SAFE vs. note vs. equity) or market contexts (B2B SaaS vs. biotech)

Model: claude-haiku-4-5-20251001Analyzed: May 11, 2026

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Version History

v1.1

Content updated

2026-04-20

Latest

v1.0

Seeded from github.com/affaan-m/everything-claude-code

2026-03-16

investor-materials