Investor Materials

VerifiedSafe

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents.

Sby Skills Guide Bot
ContentIntermediate
7/22/2026
Claude CodeCursorCodex
#pitch-deck#fundraising#financial-modeling#investor-memo#business-writing

Recommended for

Automated summary

This skill guides the creation and revision of investor-facing documents — pitch decks, one-pagers, memos, accelerator applications, and financial models — while keeping every number consistent across all assets.

Strengths

  • Requires a single source of truth (traction, pricing, raise size, use of funds, team) before any drafting begins
  • Ships a 12-slide pitch deck flow plus concrete guidance for one-pagers, memos, financial models, and accelerator applications
  • Includes a practical red-flag list (fuzzy market sizing, inconsistent team titles, revenue math that doesn't sum) and a pre-delivery quality gate
  • Enforces modeling discipline: explicit assumptions, bear/base/bull cases, milestone-linked spending, sensitivity analysis

Limitations

  • Does not design or format slides — pair it with a presentation tool (it suggests frontend-slides for a web-native deck)
  • Output quality depends entirely on the facts the user supplies; it performs no external verification of metrics or market data
  • Fundraising-focused: less relevant for other kinds of financial or business documents
When to use it

Use it when you need to build or reconcile several investor materials around one shared set of numbers and assumptions.

When not to use it

Skip it if you only need polished slide design or externally sourced market research, neither of which this skill provides.

Security analysis

Safe
Quality score85/100

This is a pure documentation/authoring skill with no declared tools and no executable content. It contains no shell commands, network calls, file deletions, credential handling, or obfuscated payloads. The only external reference is a suggestion to pair with a separate frontend-slides skill for web decks, which is a benign cross-reference and does not instruct any risky action.

No concerns found

How this analysis is made

Examples

Seed pitch deck
Help me build a seed pitch deck for my B2B SaaS startup. Here are our metrics: $18k MRR, 14% MoM growth, 22 paying customers, raising $2.5M. Draft the deck flow and flag any numbers I still need to pin down.
Use-of-funds table
I'm raising $2.5M and need a use-of-funds table linked to a 18-month milestone plan. Our assumptions: 4 engineers hired in months 1-6, $45k average salary... build the model and check that the spending sums to the raise.
Accelerator application
Answer this accelerator application question — 'What is your unique insight and why now?' — using the traction numbers from my deck and keep them consistent with my financial model.

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. origin: ECC

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

From the file to a first result

The download contains exactly the content displayed on this page. This copy may differ from the latest version in the source repository.

View the source and supporting files

This download contains SKILL.md only. Any scripts, references, templates and dependencies are not included. Get the required files from the source, preserving their directory structure, before continuing.

1. Download the file

Download SKILL.md

From the root of a test project, save the file as .skill-downloads/investor-materials-mrwak9fw/SKILL.md, or use the command below. This folder is for inspecting the skill before installation.

Command for macOS/Linux or WSL: requires a POSIX shell and curl. On Windows without WSL, use the download button and create the folder manually.

mkdir -p '.skill-downloads/investor-materials-mrwak9fw' && curl --fail --show-error --location 'https://skills-guides.com/api/skills/investor-materials-mrwak9fw/download' --output '.skill-downloads/investor-materials-mrwak9fw/SKILL.md.part' && mv '.skill-downloads/investor-materials-mrwak9fw/SKILL.md.part' '.skill-downloads/investor-materials-mrwak9fw/SKILL.md'

2. Check prerequisites

Read SKILL.md before using it. If it references scripts or external services, inspect them and prepare the required access in your test environment.

No recognized prerequisites section in this file. This does not mean it is self-contained: libraries, tools and access requirements may be mentioned elsewhere in the content or source repository.

The platforms on this page are catalog indications. The paths below follow tool documentation; they do not prove this skill has been run in those tools. No minimum tool version is confirmed for this listing.

3. Load the skill

After inspection, copy the complete folder into your project using one of the commands below, then open a new tool session. The command stops if a folder with the same name already exists: compare the files before replacing it.

Claude Code
test -f '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && test -s '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && mkdir -p '.claude/skills' && test ! -e '.claude/skills/investor-materials' && cp -R '.skill-downloads/investor-materials-mrwak9fw' '.claude/skills/investor-materials'

Cursor
test -f '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && test -s '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && mkdir -p '.cursor/skills' && test ! -e '.cursor/skills/investor-materials' && cp -R '.skill-downloads/investor-materials-mrwak9fw' '.cursor/skills/investor-materials'

Codex
test -f '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && test -s '.skill-downloads/investor-materials-mrwak9fw/SKILL.md' && mkdir -p '.agents/skills' && test ! -e '.agents/skills/investor-materials' && cp -R '.skill-downloads/investor-materials-mrwak9fw' '.agents/skills/investor-materials'

OpenSkills

OpenSkills must already be installed. The local install/read procedure is checked with OpenSkills 1.5.0, which requires Node.js ≥ 20.6.0. Catalog slugs are not resolved automatically.

Official OpenSkills installation
openskills install './.skill-downloads/investor-materials-mrwak9fw'

openskills read 'investor-materials-mrwak9fw'

Reading should display the installed file content and its base directory. It does not run the skill or install its dependencies.

For an agent that reads AGENTS.md, then sync the index. This command changes AGENTS.md: review the diff before using it.

openskills sync

Manual method or another tool: attach SKILL.md to a conversation, or open it in an agent that can read files. Include any required supporting resources. No universal folder is recognized by every tool.

4. Try a first task

Use a short, synthetic input: an API endpoint, a small document or an interface brief. In a new conversation, attach the file or give the agent its path, then adapt this request:

Read .skill-downloads/investor-materials-mrwak9fw/SKILL.md and apply its instructions to this example: [describe a test input]. Identify any missing files, dependencies or access. Produce the result requested by the skill without inventing data or running unreviewed scripts.

Expected result: output matching the skill instructions, or a precise list of missing prerequisites. A read confirmation alone does not validate a first use. If an external resource is unavailable, that path remains untested.

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