Skip to main content
skill CX Codex

investor-materials · c0x12c — Claude Code skill: decks and financial models

A skill for producing investor-facing documents: a pitch deck, one-pager, memo and financial model. Useful when the numbers and the story have to line up across every file.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add c0x12c/ai-toolkit --skill investor-materials -a claude-code
Open on GitHub

What investor-materials does

The skill walks the agent through a fixed order: gather the real facts, spot what is missing, choose the document type, write it, then verify each figure against a single source of truth. It ships with a 12-slide deck outline covering the company and its wedge, the problem, the solution, the product, the market, the business model, traction, the team, competition, the ask, and how the money gets spent, plus guidance for one-pagers and memos.

One rule sits above the rest: every document has to agree with the others. A deck that reports one revenue figure while the memo reports another leaves the investor trusting neither. So the skill asks you to lock down traction numbers, pricing, raise size, use of funds, team bios and milestones before any writing starts.

There is also a section on the mistakes that get caught in diligence — market sizing with no arithmetic behind it, false certainty about assumptions, job titles that clash with a LinkedIn profile, revenue projections that fail when read backwards. The skill pushes for visible assumptions, bear/base/bull cases, and plain wording instead of hype. It relies on Read, Write and WebSearch: without them the agent cannot open your files or save the result. Output lands in the project's 04-build/ folder.

What it helps with

  • build a pitch deck that runs from problem to ask
  • write an investor one-pager or memo
  • model revenue with bear, base and bull cases
  • reconcile figures across every fundraising document
  • prepare answers for an accelerator application

Example prompts for the agent

  • Build our pitch deck using the skill's outline, and check every number against the traction sheet
  • Write an investor one-pager: what we do, why now, traction, and the ask
  • Compare the deck and the memo and list any numbers that disagree

How to install investor-materials

1Skills CLI (Vercel)

npx skills add c0x12c/ai-toolkit --skill investor-materials -a claude-code

2Manually: put the files in place

~/.claude/skills/investor-materials/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/investor-materials/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about investor-materials

How do I install investor-materials in Claude Code?

Run npx skills add c0x12c/ai-toolkit --skill investor-materials -a claude-code. The skill lands at ~/.claude/skills/investor-materials/SKILL.md.

What does investor-materials do?

It helps you put together a pitch deck, one-pager, memo and financial model for investors. The skill keeps every document telling the same story and using the same figures.

Which tools does the skill need?

It allows Read, Write and WebSearch. Read lets the agent open your files, Write saves the finished document into 04-build/, and WebSearch is there for fact-checking.

Similar skills

All skills for Finance and business →

investor-materials by other authors comes first.

From the same set11

startup-pipeline Moves a startup idea through four stages: brainstorm, validation, market research and pitch materials. Gates between stages stop weak ideas early. CX Codex +1 ★ 109repo stars python-testing-strategies A skill that tells your coding agent how to test FastAPI apps: pytest-asyncio, httpx AsyncClient, data factories and the checks every endpoint needs. CX Codex +1 ★ 109repo stars ops-oncall-log Pulls alerts from your monitoring platform and writes a structured on-call log to the team wiki. Useful at the end of a shift or during a review. CX Codex +1 ★ 109repo stars kotlin-best-practices A skill that pins down Kotlin conventions: null safety, Either instead of thrown exceptions, coroutines, and Exposed ORM patterns. Useful while writing or reviewing Kotlin. CX Codex +1 ★ 109repo stars design-intelligence Bootstraps a design system from scratch: palette, type scale, spacing, radii and a component inventory in three formats. CX Codex +1 ★ 109repo stars database-patterns Hands your agent a fixed set of database rules: column types, UUID keys, soft deletes and migration templates. Useful when it writes tables or repositories. CX Codex +1 ★ 109repo stars ci-cd-patterns A skill with GitHub Actions templates, PR checks and deployment steps. Handy when CI breaks or you are wiring it up from scratch. CX Codex +1 ★ 109repo stars backend-api-design Tells the agent how to shape RPC-style APIs: a thin controller, a manager holding business logic, a repository for data access. Useful when adding endpoints or auditing existing ones. CX Codex +1 ★ 109repo stars

Project sponsors

Companies that keep this analytics open
Gold sponsor

Impressions, clicks and code copies — open statistics. We keep the numbers public for the same reason NeBlask itself is public. Become a sponsor