# investor-materials

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.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · ★ 109
- Author: c0x12c
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/c0x12c/ai-toolkit/tree/HEAD/toolkit/skills/investor-materials/SKILL.md
- Updated: 2026-06-18
- HTML: https://affpapa.org/en/nevibecode/skills/c0x12c-investor-materials

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add c0x12c/ai-toolkit --skill investor-materials -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/investor-materials/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/investor-materials/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add c0x12c/ai-toolkit --skill investor-materials -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/investor-materials/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add c0x12c/ai-toolkit --skill investor-materials -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/investor-materials/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install c0x12c/ai-toolkit investor-materials
```

2. **Manually: put the files in place**
- File: `.github/skills/investor-materials/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add c0x12c/ai-toolkit --skill investor-materials -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/c0x12c/ai-toolkit --path toolkit/skills/investor-materials
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/investor-materials/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add c0x12c/ai-toolkit --skill investor-materials -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/c0x12c/ai-toolkit/tree/HEAD/toolkit/skills/investor-materials/SKILL.md

## When to use it
- 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
- 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

## Similar
- [investor-outreach](https://affpapa.org/en/nevibecode/skills/investor-outreach.md) — skill · 4500 installs
- [business-case](https://affpapa.org/en/nevibecode/commands/business-case.md) — command · ★ 41823
- [pitch-deck-reviewer](https://affpapa.org/en/nevibecode/skills/pitch-deck-reviewer.md) — skill · 320 installs
- [fundraising](https://affpapa.org/en/nevibecode/skills/fundraising.md) — skill · 2100 installs
- [k2f-pitch-deck](https://affpapa.org/en/nevibecode/skills/k2f-pitch-deck.md) — skill · 630 installs
- [pitch-narrative-builder](https://affpapa.org/en/nevibecode/skills/pitch-narrative-builder.md) — skill · 1100 installs

## Other versions with the same name
- [investor-materials · affaan-m](https://affpapa.org/en/nevibecode/skills/investor-materials.md) — 4700 installs

From the same set: [c0x12c/ai-toolkit](https://affpapa.org/en/nevibecode/by/c0x12c/ai-toolkit.md) — 11 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md