| name | investor-materials |
| description | Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets. |
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
- reconciling conflicting metrics or projections that appear in different fundraising assets before a partner meeting
- structuring bear, base, and bull case scenarios in a financial model where key assumptions are uncertain
- preparing an appendix with supporting data to defend traction claims or market sizing during investor due diligence
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 html-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
Example: One-Pager Structure
Format: Single page, two columns, ~400 words. Designed for a VC to scan in 90 seconds.
[LOGO] [TAGLINE — one line]
THE PROBLEM THE SOLUTION
[2 sentences. A specific person [2 sentences. What you built,
loses X hours/dollars doing Y.] not how it works.]
WHY NOW TRACTION
[Market shift or regulatory change [3 metrics in this order:
that makes this urgent today.] 1. ARR or active users
2. Growth rate (MoM or YoY)
3. One "wow" metric — e.g.,
"NPS: 72", "0 churn in 18mo"]
MARKET TEAM
TAM: $XB (source) [Name] — [1 credential]
SAM: $XM (serviceable today) [Name] — [1 credential]
THE ASK
Raising $[X]M seed to [3 specific things you'll do with the money].
Contact: [email]
Common mistakes:
- Using $XB TAM without a SAM — investors know you won't capture the whole market
- Team section with 5 people — lead with your 2 strongest credentials
- "The Ask" without a specific use-of-funds — vague asks signal unclear strategy
