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

Files1

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Overall Score

79/100

Grade

B

Good

Safety

90

Quality

76

Clarity

85

Completeness

68

Summary

This skill guides AI agents to create and maintain consistency across investor-facing fundraising materials (pitch decks, memos, financial models, and accelerator applications). It establishes a workflow centered on a single source of truth, ensures numeric alignment across documents, and provides asset-specific guidance for different document types.

Detected Capabilities

document structure guidanceconsistency validation (cross-document)financial model assistancenarrative writing guidanceaccelerator application support

Trigger Keywords

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

pitch deckinvestor materialsfinancial modelfundraising memoaccelerator applicationtraction metricsuse of funds

Use Cases

Create or update a pitch deck with consistent financials and narrative
Write investor memos or one-pagers aligned with deck messaging
Build financial models with explicit assumptions and scenario analysis
Answer accelerator application questions while maintaining consistency with other materials
Audit multiple fundraising documents to identify and resolve conflicting data

Quality Notes

Strong emphasis on consistency and verification across documents — the 'golden rule' is clear and actionable
Explicit red flags section identifies common mistakes founders make
Quality gate at the end provides measurable acceptance criteria
Workflow is sequential and easy to follow (5 clear steps)
Asset-specific guidance (pitch deck, one-pager, financial model, accelerator apps) is practical and concrete
Good reference to complementary skill (frontend-slides) for web-native decks shows awareness of tool ecosystem
Assumptions and defensibility are prioritized over hype
No guidance on tooling, template formats, or file management — skill assumes agent will use external tools or ask user for these details

Model: claude-haiku-4-5-20251001Analyzed: Jul 14, 2026

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Version History

v1.2

Content updated

2026-07-14

Latest

v1.1