I

investor-materials

Verified

by affaan-m · Updated Apr 16, 2026

opus
1.3Kin7.1Kout
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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.

fundraisingpitch-deckfinancial-modelinginvestor-updatesstartupwriting

See It In Action

1 turns·claude
The project codebase is in your current working directory. Explore the files to understand the code before making changes. partner needs our investor one-pager today — can you reconcile the numbers in our fundraising docs and give me a final version plus the assumptions behind it

Let me explore the codebase first to understand what fundraising documents exist.

I've read all three docs. There are significant discrepancies across them. Let me reconcile everything and build the one-pager.

Now let me do a thorough reconciliation of every conflicting number across the three documents, then produce the final one-pager.

Discrepancy Report

Here's every conflict I found across the three docs:

Data PointFinancial ModelInvestor MemoPitch DeckResolution
ARR$1.1M (Oct '25)$1.4M (Dec '25)$1.2M (Nov '25)Use $1.4M (latest)
MoM growth18%17%18%Use 18% (2 of 3 agree)
Team size12 FTE14 FTE12 FTEUse 14 (memo is newest)
Paying teams220210Use 220 (latest)
Enterprise customers121614Use 16 (latest)
Enterprise ACV$48K$54KUse $54K (latest closed deals)
Skills published3,8003,400Use 3,800 (latest)
NRR138%135%Use 138% (latest)
Gross margin79%81%Use 81% (latest)
Round size$3.5M$2.5M$3.0MNEEDS DECISION
Valuation cap$30M$25M$28MNEEDS DECISION
Hires planned6 (to 18 FTE)5 engineers4NEEDS DECISION
Runway20 months18 months18 monthsDepends on round size
Target closeJan 2026Feb 2026Use Q1 2026
Series A ARR target$5M+$4.5M$5MUse $5M
Priya's titleVP EngineeringCTO & Co-founderNEEDS DECISION
Jordan's titleHead of SalesHead of GrowthNEEDS DECISION

Math check on round size vs. runway

The financial model states burn = $195K/mo post-hire, current cash = $420K:

RaisePost-raise cashRunway at $195K/mo
$2.5M$2.92M~15 months
$3.0M$3.42M~17.5 months
$3.5M$3.92M~20 months

The memo claims 18-month runway on a $2.5M raise — that math doesn't work at the stated burn. $3.0M is the only raise that lands near 18 months, which is what 2 of 3 docs claim. I'll use $3.0M / $28M cap as the reconciled ask.

Reconciled hiring: 5 hires

With $3.0M (not $3.5M), the 6-hire plan from the financial model is over-budget. The memo's 5-engineer plan fits. Current 14 FTE + 5 hires = 19 FTE post-raise. But the financial model's hiring plan lists 5 roles + 1 extra ("6 hires" in UoF but only 5 roles listed) — likely a typo. 5 hires is consistent.

Title reconciliation

The memo is newer but the pitch deck has co-founder designations. Priya as "CTO & Co-founder" is the stronger framing for investors. Jordan as "Head of Growth" is broader and better for a seed-stage one-pager. I'll use the pitch deck titles.

Now writing the final one-pager with all reconciled numbers.

Now let me write the assumptions document.

Done. Here's what I produced:

one-pager-final.md — the investor one-pager, ready to send after you verify a few items.

reconciliation-notes.md — internal-only doc with every discrepancy, the logic behind each resolution, and a checklist of things to confirm.

The 3 biggest conflicts you need to resolve before sending:

  1. Round size ($2.5M / $3.0M / $3.5M) — I used $3.0M because it's the only number where the runway math actually works out to ~18 months at your stated $195K/mo burn. The memo's $2.5M only gives ~15 months, not the 18 it claims.

  2. Valuation cap ($25M / $28M / $30M) — I used $28M (pitch deck). Confirm with Alex what's been communicated to leads.

  3. Priya's title (VP Eng vs CTO & Co-founder) — These signal very different things to investors. The one-pager uses CTO & Co-founder; confirm which is accurate.

The reconciliation notes have a full checklist of 8 items to verify at the bottom. The ARR trajectory is also slightly off — $1.1M in Oct growing at 18% MoM should hit ~$1.3M in Nov, but the deck says $1.2M. Worth pulling the actual Stripe numbers.

Claude Sonnet 4.6

Permissions

ScopeDescription
filesystem:read
filesystem:write

SKILL.md

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

  1. inventory the canonical facts
  2. identify missing assumptions
  3. choose the asset type
  4. draft the asset with explicit logic
  5. cross-check every number against the source of truth

Asset Guidance

Pitch Deck

Recommended flow:

  1. company + wedge
  2. problem
  3. solution
  4. product / demo
  5. market
  6. business model
  7. traction
  8. team
  9. competition / differentiation
  10. ask
  11. use of funds / milestones
  12. 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

FAQ

What does investor-materials do?

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.

When should I use investor-materials?

Use it when you need a repeatable workflow that produces text report.

What does investor-materials output?

In the evaluated run it produced text report.

How do I install or invoke investor-materials?

npx skills add https://github.com/affaan-m/everything-claude-code --skill investor-materials

Which agents does investor-materials support?

Claude Code

What tools, channels, or permissions does investor-materials need?

It uses no extra tools; channels commonly include text; permissions include filesystem:read, filesystem:write.

Is investor-materials safe to install?

Static analysis marked this skill as medium risk; review side effects and permissions before enabling it.

How is investor-materials different from an MCP or plugin?

A skill packages instructions and workflow conventions; tools, MCP servers, and plugins are dependencies the skill may call during execution.

Does investor-materials outperform not using a skill?

About investor-materials

When to use investor-materials

When you need to draft or update a pitch deck, investor memo, or one-pager from a consistent set of company facts. When you are building a financial model, milestone plan, or use-of-funds table that must align with fundraising materials. When answering accelerator or incubator application questions that need to match existing investor documents.

When investor-materials is not the right choice

When the task requires direct submission, emailing, or publishing to external investor platforms. When the main need is legal, accounting, or valuation advice rather than drafting and consistency checking.

What it produces

Produces text report.

Install

npx skills add https://github.com/affaan-m/everything-claude-code --skill investor-materials

Invoke: Ask Claude Code to use investor-materials for the task.