- name
- officecli-pitch-deck
- display_name
- 融资路演 PPT
- description
- **做融资路演 PPT**(种子轮 / A / B / C 轮、SAFE、可转债、战略融资)。销售 deck、董事会汇报、产品发布、全员会请走 `officecli-pptx`。 Use this skill when the user is building a fundraising / investor pitch deck — seed, Series A / B / C, convertible note, SAFE round, strategic raise. Trigger on: 'pitch deck', 'investor deck', 'Series A deck', 'Series B deck', 'Series C deck', 'fundraising deck', 'seed pitch', 'VC deck', 'raising capital', 'term sheet presentation'. Output is a single .pptx. This skill is a scene layer on top of officecli-pptx — inherits every pptx v2 rule (visual floor, grid, palettes, connector canon, Delivery Gate). DO NOT invoke for a generic board review, sales deck, all-hands, or product launch — route those to officecli-pptx base.
- tags
- pptx, presentation, pitch, fundraising, officecli
# OfficeCLI Pitch Deck Skill
**This skill is a scene layer on top of `officecli-pptx`.** Every pptx hard rule — visual delivery floor (title ≥ 36pt / body ≥ 18pt / title ≥ 2× body), 12-column grid on 33.87×19.05cm, 4 canonical palettes, chart-choice decision table, connector canon (`shape` / `from` / `to` / `tailEnd=triangle`), shell escape, resident + batch, Delivery Gate 1–5a — is inherited, not re-taught. This file adds only what **fundraising** needs on top: stage diagnosis (A / B / C), 5 赛道 arc templates, 10 key-slide recipes (cover / problem / solution / market / product / model / traction / team / financials / ask), pitch-specific numbers convention, a VC ship-check, and a pitch-specific fresh-eyes Gate 6.
When the pptx base rules cover it, the text here says `→ see pptx v2 §X`. Read `skills/officecli-pptx/SKILL.md` first if you have not.
## 运行环境与交付链(本系统专用,先读这一段)
**`officecli` 已经预装在运行环境的 PATH 中,不要联网安装、不要 curl。**
`Bash` 工具直接调用即可,自检用 `officecli --version`。
所有命令在当前会话工作目录执行,输入输出使用相对路径或用户指定的真实路径。一次完整作业 = 3 步 + 1 步交付:
```
# Step 1(仅当用户上传过原始文件)把 artifact 送进沙盒
sandbox_put_artifact(artifact_id="<用户文件的 file_id>", dest_path="./in.docx")
# Step 2 用 Bash 跑 officecli —— 本文件下面讲的全部命令都在这一步里
Bash("officecli create ./out.docx")
# Step 3 把成稿从沙盒取出、登记成 artifact,拿到新的 file_id
sandbox_get_artifact(src_path="./out.docx", name="终稿.docx")
# Step 4(必做)交付给用户
pin_to_workspace(file_ids=["<新 file_id>"])
```
**铁律**:
- `sandbox_put_artifact` = 放**进**沙盒,`sandbox_get_artifact` = 从沙盒**取出**,别搞反;两个路径参数使用当前工作目录内的相对路径或真实绝对路径。
- 拿到 `file_id` 却不 `pin_to_workspace` 就等于没交付,用户看不到文件。多个产物一次性放进同一个列表,别分多次调用。
- 下文示例里的 `$FILE` 指实际文件;相对路径按当前会话工作目录解析。
- 下文的可视化质检(`view <file> screenshot` / `view <file> html`)依赖沙盒内的 Chromium,镜像已预装;截图失败就按下文 fallback 走 `view html`,并如实标注「未做视觉验证」,不要谎报 PASS。
- **导出 PDF 不要用 `officecli view <file> pdf`** —— 那个模式依赖本系统没有安装的 exporter 插件,必然失败。改用沙盒里的 LibreOffice:
`soffice --headless --convert-to pdf --outdir . ./out.docx`。.xlsx / .pptx 换掉扩展名同理,但要沙盒里装了 LibreOffice Calc / Impress 才转得动;转换报错就如实告诉用户 PDF 没导出成功、主产物仍是原文件,不要谎报已导出。
## ⚠️ Help-First Rule
**This skill teaches what a fundraising deck requires, not every command flag.** When a prop name, enum value, or preset is uncertain, consult help BEFORE guessing.
```bash
officecli help pptx # All pptx elements
officecli help pptx <element> # Full schema (e.g. chart, shape, connector, picture)
officecli help pptx <element> --json # Machine-readable
```
Help reflects the installed CLI version. When this skill and help disagree, **help wins.** Every `--prop X=` in this file has been grep-verified against `officecli help pptx <element>` — if help adds / renames a prop in a later version, trust help.
## Mental Model & Inheritance
**Inherits pptx v2.** You should have read `skills/officecli-pptx/SKILL.md` first. This skill assumes you know how to: add slides + shapes + charts + connectors; address by `@name=` / `@id=`; quote paths; use `batch` heredocs; write `--prop tailEnd=triangle` on every flow connector; and run the 5-gate Delivery Gate. If any of those are unfamiliar, open a pptx v2 session before continuing.
## Shell & Execution Discipline
**Shell quoting, incremental execution, `$FILE` convention** → see pptx v2 §Shell & Execution Discipline. Same rules verbatim — quote `[N]` paths, single-quote values containing `$` (including `$35M`, `$1.2B TAM` in a cover or ask slide), never hand-write `\$ \t \n` in executable examples, one command at a time. Examples below use `$FILE` (`FILE="deck.pptx"`).
**Single-quote every shape text containing `$`.** `--prop text="Series B · $35M"` (double quotes) is WRONG — zsh expands `$35M` → empty, deck renders `Series B · M` silently. `--prop text='Series B · $35M'` (single quotes) is right. This is the #1 pitch-deck shell-escape failure mode (`$35M`, `$18M ARR`, `$1.2B TAM` appear on cover/ask/financials/milestones). Gate 2 cannot detect a stripped `$35M` — no residue. Gate 2b catches common strip patterns; single-quoting PREVENTS them.
## What "pitch deck" means here (identity)
A pitch deck is a pptx with a **fundraising layer** on top: VC-oriented narrative arc, verifiable metrics, stage-appropriate data density, founder-credibility surface. Slides are consumed at ~3 seconds per slide in a live room — the pptx v2 rule. Pitch decks add a second constraint on top: **every slide carries one investable proposition**. If a slide is "interesting background" that doesn't move the ask forward, cut it. VCs will not. The base pptx rules still apply; pitch decks add six deltas:
1. **Stage determines everything.** Series A / B / C each dictates slide count, narrative weight, which metrics are must-haves, and tolerance for unit-econ sophistication. A Series A deck with 6 pages of CAC/LTV math reads as over-packaged; a Series B deck missing unit econ reads as incomplete. Pick the stage first — everything downstream follows.
2. **Narrative arc beats feature dump.** 10 essential slides in a fixed order: cover → problem → solution → market → product → model → traction → team → financials → ask. Out of order = VCs disengage.
3. **Numbers are a contract.** TAM/SAM/SOM must be clean three-layer; CAC/LTV must have a payback line; ARR ≠ revenue; Use-of-Funds must be a four-bucket pie. Sloppy numbers = round dies.
4. **Team slide carries prior companies.** Avatar grid alone reads as a student project. Add prior-company logos / names + one-line role. Without this, first-time founders look exactly like first-time founders.
5. **Traction chart y-axis starts at 0.** A "hockey stick" starting at `y_min = 80% of current` is a visual lie — VCs who have seen 10,000 decks spot it in < 2 seconds.
6. **The ask is a slide, not a footnote.** `$XX M` hero + four-bucket Use-of-Funds + runway length. "We're raising some money" is not an ask.
### Reverse handoff — when to go BACK to pptx base
Stay in **pptx v2 base** for board reviews, all-hands, sales decks, product launches, training decks — anything not tied to raising capital. Use **this skill** only when: (a) the user mentions a specific round (seed / Series A / B / C) or a VC meeting, AND (b) the deck needs at least 4 of {problem, traction, team with credentials, Use-of-Funds, stage-appropriate unit econ, financial projections}.
If the user says "fundraising deck" but the context is a corporate BU quarterly ask, that is a board review. Route to pptx v2 Recipe (d) 10-slide blueprint. If the user says "board review" but the context is a small company raising a bridge round, route here.
## Series A / B / C stage diagnosis (decision tool)
**Read this before writing a single command.** Pick the row that matches the user's description — everything downstream (slide count, which metrics, which recipes, what the team slide must show) derives from this one call.
| Stage | Revenue band | Team | Slide count | Dominant narrative (weight) | Must-have data | Common red flag |
|---|---|---|---|---|---|---|
| **Seed** | $0 – $1M ARR (often pre-rev) | 2 – 8 FTE | 10 – 12 | Problem (30%) + Solution (25%) + Team (15%) + Market (15%) + Traction (15%) | Founder-market fit story; 1 – 2 design-partner / pilot logos; top-down TAM ok | Over-claiming traction (10 customers = "market proven") |
| **Series A** | $1 – $5M ARR | 10 – 25 FTE | 12 – 16 | Problem (20%) + Solution (20%) + **Market "why now"** (15%) + Product (15%) + Traction (20%) + Team (10%) | PMF proof (NRR > 110%, low churn), bottom-up TAM/SAM, pipeline / pilots converted | Bottom-up TAM feels fabricated; CAC not yet meaningful but shown anyway |
| **Series B** | $5 – $30M ARR | 30 – 100 FTE | 18 – 22 | **Traction + Unit econ (30%)** + Market + Product + Team + Financials (ask) | ARR curve starting at 0; NRR, CAC, LTV, payback (< 18 mo ideal); cohort retention; logo wall | No unit-econ slide; CAC payback > 24mo without explanation; Use-of-Funds missing % |
| **Series C** | $30M+ ARR | 100+ FTE | 20 – 24 | **Financials + Scale + Moat (40%)** + Market expansion + Team depth | Multi-year GAAP, rule-of-40, GM trajectory, international expansion plan, defensibility | No moat slide; revenue growth without margin story; team slide has no prior CEO / CFO |
| **Bridge / SAFE** | any | any | 8 – 10 | **Specific bridge reason** + runway math + commitments | Prior round context; specific milestone the bridge funds; committed investor amount | Treating a bridge like a Series A — too many slides dilutes the ask |
**Decision procedure.** From one or two user sentences ("Series B, $18M ARR, 120 customers, $35M raise"), pick exactly one stage row. All later choices in this skill reference your stage: which 赛道 template to pull, which recipes are mandatory vs optional, and which Delivery Gate 6 checks fire.
**Corner cases.** Bridge rounds & convertibles between A → B are closer to A or B depending on whether the bridge milestone is "finish PMF" (A shape) or "hit unit-econ target" (B shape). "Extension" rounds at the same stage reuse the earlier stage's skeleton and add a one-slide "progress since last round" update.
**Non-SaaS stage overrides.** The ARR / unit-econ shape of Series B fits SaaS. For other verticals, substitute revenue band + unit-econ equivalent + Gate 6.3 grep:
| Vertical | Revenue "band" at Series B | "Unit econ" equivalent | Gate 6.3 substitute |
|---|---|---|---|
| **Bio / Clinical-stage** | pre-rev, 20–60 FTE | burn rate + runway to next milestone (IND / Ph1 readout / BLA) | `shape:contains("ORR")` OR `contains("Pipeline")` OR `contains("BLA")` OR `contains("runway")` ≥ 1 |
| **Deep Tech / Frontier** | pre-rev or early pilot rev | technical milestones + TRL level + benchmark vs SoTA | `shape:contains("TRL")` OR `contains("benchmark")` ≥ 1 |
| **Marketplace / Network** | GMV $10–100M | take rate + cohort retention + liquidity | `shape:contains("GMV")` + `contains("take rate")` ≥ 1 |
| **Consumer hardware** | $2–15M revenue (shipped units) | contribution margin + repeat rate + blended CAC | `shape:contains("repeat")` OR `contains("contribution")` ≥ 1 |
Substitute the analogue grep when running Gate 6.3 on these verticals. False WARN on SaaS CAC/LTV = expected; real concern = vertical-specific analogue present. Bio Series B decks especially: burn + runway-to-milestone IS the "unit econ" story.
## 赛道 arc templates (5 families)
5 mainstream verticals. Each one has different slide weights because what VCs require as proof-of-concept differs. Pick the vertical row; the slide skeleton is a copy-able starting point. Slide counts assume the matching stage row above.
### (1) B2B SaaS / Enterprise software
Canonical arc — the template most of VC muscle memory is built on. Series B example (20 slides): cover · TL;DR · problem · problem evidence · solution · product loop · market TAM/SAM/SOM · **unit economics (CAC / LTV / payback / GM)** · ARR trajectory · retention cohort · logo wall · team · competitors · financials 4-year · ask. Must-have: unit-econ slide from Series A onward; logo wall from Series B onward.
### (2) Consumer (B2C app / consumer hardware / D2C)
Narrative-driven. Early-stage decks lean on **product-experience screenshots + founding story + "why now"** market timing; lighter on unit econ (which are usually weaker than SaaS). Series A example (14 slides): cover · hook (30-second product demo or 1-line vision) · problem (lived experience) · solution (product shots) · product-experience flow · "why now" market window · pre-order / crowdfunding / early-sales evidence · retention / engagement (DAU, D30) · market (top-down ok if bottom-up unreliable) · competitive positioning · founder story + team · press / endorsements · financials · ask. Must-have: product visuals on ≥ 3 slides; "why now" slide (window justification); engagement metric not just revenue.
### (3) Deep Tech / Frontier tech (AI foundation models, quantum, climate hardware, robotics)
Technology credibility is the sell. Pre-revenue deep tech replaces "traction" with **technical milestones + defensibility**. Series B example (22 slides): cover · thesis (one-line "what changes if this works") · problem (current state of art) · solution (technical approach) · **technology architecture** · benchmarks vs SoTA · pipeline / TRL levels · market (long-tail) · business model · early commercial traction (pilots, LOIs) · IP / patents · team (usually PhD / ex-FAANG-research) · partners · financials · ask. Must-have: benchmark slide; IP slide; team slide dense with PhDs / prior-lab names.
### (4) Marketplace / Network business (two-sided platform, social, commerce)
Liquidity is the metric. Replace "unit econ" with **GMV + take rate + cohort retention + supply / demand balance**. Series A example (15 slides): cover · problem (friction in current supply-demand) · solution · product demo (both sides) · network effects diagram · early liquidity (first-week GMV, time-to-match) · cohort retention · geographic / category expansion plan · competitive positioning vs incumbents · take-rate model · team · financials · ask. Must-have: liquidity metric slide; cohort retention chart; network-effect diagram.
### (5) Bio / Life sciences / Healthtech
Regulatory pipeline IS the business. Replace "product roadmap" with **clinical pipeline + regulatory path + scientific evidence**. Series B example (22 slides): cover · unmet medical need · scientific rationale (mechanism of action) · preclinical / clinical data (ORR, safety, endpoints) · **pipeline chart** (candidates × stages × dates) · differentiation vs standard of care · IP / exclusivity · regulatory strategy (IND, BTD, fast-track) · market (prevalence × pricing) · commercial strategy (orphan / specialty / biosimilar) · partnerships / collaborations · team (CSO / CMO with prior FDA wins) · financials (burn to next milestone) · ask. Must-have: pipeline chart; clinical data slide; team slide with prior regulatory wins.
**Cross-vertical rule.** You can mix elements across templates, but never drop a must-have from your primary vertical. A SaaS deck missing unit econ, a bio deck missing a pipeline chart, a marketplace deck missing a liquidity metric — each is an instant VC disqualification.
## Slide Patterns (layout canon)
Patterns are **layout geometry**; recipes below are **narrative intent**. A slide picks one pattern for its visual shape (6 canonical ones below) and one recipe for what it argues (cover / problem / traction / ...). Multiple recipes can share one pattern — Problem / Why-Now / Traction-callout all lean on the 3-stat row (C.2). Pick the pattern first, then fill it with recipe content.
**Speaker notes rule.** Every content slide (non-cover, non-closing) MUST carry speaker notes via `officecli add "$FILE" /slide[N] --type notes --prop text='…'`. Missing notes = not shippable — inherits pptx v2 §Hard rules (H7). Run `officecli help pptx notes` to confirm prop names before building.
**Pattern reuse discipline.** Never run the same pattern on two consecutive slides — even with different data, two identical geometries in a row read as a template loop. Alternate C.2 with C.4 or C.5b to break rhythm.
**Vertical centering.** When a slide carries fewer elements than the pattern's maximum, nudge y-positions down 2–3cm to center the visual weight. Tables below assume full content.
### C.1 Title / Cover (dark gradient)
3–4 text shapes on a gradient fill. Slide 1 in every deck.
```
+----------------------------------+
| |
| TITLE (centered) |
| tagline |
| |
| round · amount · date |
| ________________________ | <- thin brand band
+----------------------------------+
```
| Element | X | Y | Width | Height | Font / size |
|---|---|---|---|---|---|
| Title | 2cm | 5cm | 29.87cm | 4cm | serif bold, ≥ 36pt (44 typical) |
| Tagline | 2cm | 10cm | 29.87cm | 2cm | sans 18–22pt |
| Meta (round · $ · date) | 2cm | 13cm | 29.87cm | 1.5cm | sans 12–16pt |
**Use this when** the slide is the first one (Cover recipe 1) — 3-second identity grab. Background is a 180° linear gradient between two dark palette shades (e.g. Professional Navy `1E2761 → 0D1F35`). If the title wraps to 2 lines, **add height (4cm → 5cm), never drop font below 36pt** — sub-36pt on a pitch cover reads as timid regardless of content. Transition: fade.
### C.2 3-Stat callout row
Title + 3 big-number / label pairs across. The default for Problem / Why-Now / Traction-callout slides.
```
+----------------------------------+
| Title |
| |
| 73% 12hr $4.2B |
| label label label |
| source source source |
+----------------------------------+
```
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