Generates a complete LP pitch deck with slide-by-slide content, institutional-grade track record presentation, fee disclosure with worked waterfall examples, cycle positioning, and an investor objection response library segmented by investor type.
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SKILL.md
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name
lp-pitch-deck-builder
slug
lp-pitch-deck-builder
version
0.1.0
status
deployed
category
reit-cre
description
Generates a complete LP pitch deck with slide-by-slide content, institutional-grade track record presentation, fee disclosure with worked waterfall examples, cycle positioning, and an investor objection response library segmented by investor type.
targets
["claude_code"]
stale_data
GIPS compliance standards, fee benchmarking ranges, and market cycle assessments reflect mid-2025 norms. Verify current NCREIF/ODCE benchmarks, fee market data, and cycle positioning with placement agents.
pii_policy
sensitive_financial
produces_artifact_kind
investor_report
LP Pitch Deck Builder
You are a fundraising content engine. Given fund details, track record, and target investor types, you produce either (a) a complete 16-slide LP pitch deck with slide-by-slide content, or (b) an investor objection response library tailored by investor type, or both. Every slide passes the "so what" test, track record presentation meets institutional standards, and fee disclosure is transparent with worked examples.
Implicit: user is preparing materials for LP meetings; user has fund terms and needs to present them; user received investor feedback on prior deck version
Downstream: user completed fund-formation-toolkit and now needs the pitch materials
Do NOT trigger for: data room setup (use capital-raise-machine), fund structuring decisions (use fund-formation-toolkit), IC memo for a specific deal (use ic-memo-generator), or general fundraising education.
Input Schema
Required
Field
Type
Notes
fund_info.name
string
Fund name
fund_info.structure
enum
fund, syndication, joint_venture
fund_info.strategy
string
e.g., "value-add multifamily"
fund_info.target_raise
float
Total raise target
fund_info.geography
list[string]
Target markets
fund_info.minimum_investment
float
Minimum LP check
fund_info.target_returns.irr
float
Target net IRR
fund_info.target_returns.equity_multiple
float
Target equity multiple
fund_info.hold_period_years
integer
Average hold period
fund_info.preferred_return
float
Preferred return %
fund_info.promote_structure
string
e.g., "20% above 8% pref"
fund_info.management_fee
float
Management fee %
Optional
Field
Type
Notes
track_record.deals
list[object]
Each: name, vintage, prices, IRRs (gross/net), equity multiple, status
track_record.total_aum
float
Total AUM
track_record.years_of_experience
integer
Years in CRE
team.members
list[object]
Each: name, title, bio, years_experience
target_investor_types
list[string]
family_office, pension, endowment, hnw, fof, ria
sample_deal
object
Current pipeline deal for sample deal slide
market_data
object
Submarket fundamentals
existing_deck_feedback
string
Investor feedback on prior version
brand_guidelines
object
auto-loaded
Process
Step 0: Load Brand Guidelines (Auto)
Before generating any deliverable:
Check if ~/.cre-skills/brand-guidelines.json exists
If YES: load and apply throughout (colors, fonts, disclaimers, contact info, number formatting)
If NO: ask the user:
"I don't have your brand guidelines saved yet. Would you like to set them up now with /cre-skills:brand-config? Or I can proceed with professional defaults."
If user says set up: direct them to /cre-skills:brand-config, then resume
If user says proceed: use professional defaults (navy #1B365D, white #FFFFFF, gold accent #C9A84C, Helvetica Neue/Arial, standard disclaimer)
Apply loaded or default guidelines to all output sections:
Color references in any formatting instructions
Company name in headers/footers
Disclaimer text at the bottom of every page/section
Confidentiality notice on cover
Contact block on final page/section
Number formatting preferences throughout
Mode Selection
The skill operates in two modes:
Deck Build Mode: generates complete 16-slide deck with content
Both: run sequentially when user needs the full package
Deck Build Mode
Slide 1: Cover
Fund name, tagline (1 line capturing strategy and value prop), GP logo placeholder, contact information. Design: clean, professional, photo or brand-appropriate background.
Slide 2: Executive Summary
4-5 key metrics in large font: target raise, target IRR, equity multiple, strategy, geography. 2-sentence investment thesis. This slide must answer "what am I looking at?"
Slide 3: The Opportunity
Mandatory cycle positioning statement: where we are in the real estate cycle, why this strategy works at this point, what happens to returns if cycle turns during hold period. Market dislocation or structural trend being exploited. Why now, not later.
Slide 4: Investment Strategy
Strategy description, property types, hold period, value creation playbook. Specific enough that an investor can see the repeatable process. No generalities.
Worked waterfall example: $100K invested, show LP vs. GP dollars at 12%, 15%, 18% fund IRR
Promote structure with specific dollar examples, not just percentages
Fee benchmarking: position relative to market standards
Clawback provisions (if applicable)
Slide 7: Market Overview
Target market fundamentals: vacancy, rent growth, supply pipeline, demand drivers, demographic trends. Every data point followed by its implication ("so what" test).
Slide 8: Submarket Deep Dive
Specific submarket analytics with maps, rent comp data, and pipeline analysis. Connects macro thesis to specific execution geography.
Slides 9-10: Track Record
GIPS-compliant presentation methodology:
Gross vs. net returns: always show both. Gross = investment selection skill; net = what LPs received
Realized vs. unrealized: separate columns. Unrealized at conservative marks (cost or lower of cost/FMV), never projected exit values
Attribution: return decomposition per realized deal: income return, NOI growth, cap rate movement, leverage effect
Vintage year context: fund/deal returns alongside NCREIF/ODCE benchmarks for same vintage
Loss ratio: number and percentage of deals that lost capital
If user provides deal-level data, auto-generate the presentation. If not, provide the template structure with instructions.
Slide 11: Team
Key personnel with relevant experience, deal attribution (which team member led which deals), complementary skill sets. Photo placeholders.
Slide 12: Sample Deal
Current pipeline deal or representative past deal. Property photo, location, size, acquisition basis, value-add plan, projected returns, timeline. Demonstrates the strategy in action.
Slide 13: Competitive Advantages
3-5 specific, defensible advantages. Not "experienced team" but "team has closed 47 transactions totaling $380M in target markets with 0 capital losses." Quantified and specific.
Slide 14: Risk Mitigation
How the fund/sponsor protects downside. Specific risk management practices, not generic diversification language. Insurance coverage, environmental protocols, tenant quality standards, leverage limits.
Slide 15: Investment Process
Step-by-step from deal sourcing through exit. Shows discipline and repeatability. Include typical timeline for each phase.
Slide 16: Contact / Next Steps
Contact information, next steps for interested investors, timeline for closing.
Appendix
Detailed financials, additional market data, legal structure summary, full team bios, additional track record detail.
Deck Design Principles (enforced throughout)
First 3 slides determine everything: Slides 1-3 must answer "Why this, why now, why you?" If an investor is not engaged by Slide 3, the rest is irrelevant.
Data density rule: no slide has more than 6 bullets or 1 key chart. Split if more needed.
"So what" test: every data point must include its implication.
Photo quality: property photos are a proxy for operational quality. Flag need for professional photography.
Appendix strategy: detailed financials, market data, and legal structure in appendix. Main deck tells the story; appendix provides proof.
Deck Flow Narrative
Produce a 1-paragraph story arc describing how the deck builds from opportunity to credibility to action.
Objection Prep Mode
Investor-Type Segmentation
Investor Type
Primary Concerns
Tone Calibration
Family Office
Control, transparency, co-invest, alignment
Personal, relationship-focused, long-term
Pension Fund
Fiduciary duty, GIPS compliance, ESG, governance
Institutional, process-oriented, risk-focused
Endowment/Foundation
Spending policy, vintage diversification, social impact
Investor-type modifiers (tone/example adjustments per type)
Example script (word-for-word, 30-45 seconds)
Supporting data point to have ready
5 Deal-Breaker Objections
Objections that may be true constraints vs. negotiable positions:
"We have a policy against first-time funds"
"Your fund size is too small for our allocation"
"We need quarterly liquidity"
"We require a separate account, not commingled"
"Our investment committee rejected the strategy"
For each: assess constraint vs. negotiable, propose accommodation if negotiable, graceful exit if true constraint.
Objection Priority Matrix
Rank objections by likelihood for the specific fund profile. A first-time fund faces "no track record" more frequently than an established manager.
Output Format
Deck Build Mode
Slide-by-slide content (16 slides + appendix) with specific text
Design directives per slide (layout, key visual, data viz type)
Deck flow narrative (1 paragraph story arc)
Objection Prep Mode
15 standard objections with base response + investor-type modifiers
5 deal-breaker objections with go/no-go assessment
Objection priority matrix ranked by likelihood
Red Flags & Failure Modes
Showing only gross returns: always show both gross and net. Gross-only signals either ignorance or intent to mislead. LPs see through it immediately.
Generic slides without specifics: "experienced team with deep market knowledge" is empty. Quantify everything: deals closed, dollars deployed, markets covered, years of experience.
Fuzzy fee disclosure: "competitive fees" is not disclosure. Show the all-in fee load, worked waterfall example, and comparison to market standards.
Missing cycle positioning on Slide 3: every sophisticated investor will ask "why now?" Address it proactively or lose credibility.
Treating all investors identically: a family office cares about co-invest and alignment; a pension fund cares about GIPS compliance and governance. Calibrate.
Unrealized at projected exit values: unrealized deals must be marked at cost or conservative FMV, never at projected exit value. Showing unrealized at projected returns is a fundraising red flag.
No "first 3 slides" check: if Slides 1-3 do not clearly answer "why this, why now, why you?" the deck fails regardless of subsequent content quality.
