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investor-materials — Claude Code skill: setup and overview

Creates and aligns pitch decks, one-pagers, financial models, and accelerator applications. Keeps all numbers and assumptions consistent across fundraising documents.

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

What investor-materials does

The investor-materials skill enforces consistency across fundraising assets. It covers pitch decks, one-pagers, investor memos, financial models, and accelerator applications. If traction metrics, raise targets, or team titles clash across files, the skill directs the agent to stop and resolve discrepancies before drafting.

The workflow follows five steps: inventory canonical facts, identify missing assumptions, pick the document type, draft with clear logic, and cross-check every number. Pitch decks follow a 12-section flow, with an option to pair with frontend-slides for web decks. Financial models are broken into bear, base, and bull scenarios with milestone-linked spending.

Install this if you manage multiple investor assets and cannot afford mismatched numbers in partner meetings. Skip it if you only need a quick standalone slide without cross-checking data.

What it helps with

  • align traction metrics across pitch decks and one-pagers
  • structure a 12-section pitch deck outline
  • build financial models with bear, base, and bull cases
  • draft accelerator applications without conflicting numbers

Example prompts for the agent

  • Draft a one-pager based on our canonical traction metrics and verify the ask.
  • Structure our pitch deck according to the investor-materials 12-step flow.
  • Review our accelerator application answers against the current financial model.

How to install investor-materials

1Skills CLI (Vercel)

npx skills add affaan-m/ECC --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/

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Questions about investor-materials

How do I install investor-materials in Claude Code?

Run npx skills add affaan-m/ECC --skill investor-materials -a claude-code. You can also place the file directly at ~/.claude/skills/investor-materials/SKILL.md.

What does investor-materials do?

It provides a structured process to draft and cross-check fundraising documents. The skill stops the agent from proceeding if revenue assumptions or traction numbers contradict each other.

Can it work with web presentation tools?

Yes, the instructions recommend pairing it with the frontend-slides skill when building web-native pitch decks.

Source text

SKILL.md · MIT
---
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.
metadata:
  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

© affaan-m · MIT · affaan-m/ECC

See also

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