Investor Materials
FreeCreate credible investor-facing documents with ease.
Free · Opens the source repo
What Investor Materials does
Investor Materials is a skill designed to help entrepreneurs and startups develop essential documents for fundraising and investor engagement. This skill focuses on creating pitch decks, one-pagers, investor memos, financial models, and accelerator applications that are consistent and defensible. By establishing a single source of truth for all critical metrics and assumptions, users can ensure that their materials align and present a unified narrative to potential investors.
The core workflow of this skill emphasizes the importance of inventorying canonical facts and identifying any missing assumptions before drafting investor-facing assets. This structured approach helps users to create high-quality documents that clearly communicate their business's value proposition, traction, and financial projections. The skill provides specific guidance on the recommended structure and content for various types of documents, ensuring that users can effectively convey their message while adhering to best practices.
Investor Materials is particularly useful for founders and teams preparing for funding rounds, as it helps streamline the process of creating multiple related documents. By focusing on clarity and consistency, users can avoid common pitfalls such as unverifiable claims or inconsistent data, ultimately increasing their chances of securing investment. The skill also serves as a valuable resource for those applying to accelerators or incubators, providing targeted advice on how to answer application questions effectively.
Overall, this skill is an essential tool for anyone involved in the fundraising process, offering a systematic approach to crafting investor materials that are not only comprehensive but also credible and easy to defend.
When to use it
Use this skill when preparing pitch decks, financial models, or any investor-related documents that require internal consistency.
When not to use it
This skill may not be suitable for informal presentations or documents that do not require a high level of accuracy and consistency.
What you can build with it
Preparing a Pitch Deck
Use this skill to create a structured pitch deck that effectively communicates your business's value proposition and financial needs.
Building a Financial Model
Leverage the skill to draft a comprehensive financial model that includes various scenarios and clear revenue logic.
Completing Accelerator Applications
Utilize the guidance provided to answer application questions succinctly while maintaining consistency with your other fundraising documents.
How to install Investor Materials
View source1. Install with the skills CLI
npx skills add affaan-m/ecc/investor-materials --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by affaan-mInvestor 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.
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
Frequently asked questions about Investor Materials
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