mcpbeat Sign in

Investor Materials Skill for Claude

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.

738 tokens
context cost
the whole folder, loaded on every use
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
265
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository
npx skills add https://github.com/loulanyue/awesome-claude-notes --skill investor-materials

The instruction itself

11 sections, as written by the author

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

  • inventory the canonical facts
  • identify missing assumptions
  • choose the asset type
  • draft the asset with explicit logic
  • cross-check every number against the source of truth

Asset Guidance

Pitch Deck

Recommended flow:

  • company + wedge
  • problem
  • solution
  • product / demo
  • market
  • business model
  • traction
  • team
  • 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

원문

  • 영문 원문

탐색

  • 한국어 문서 안내
  • 기여 가이드

Other skills for the same job

different authors, same section of the catalogue
Startup Business Analyst Business Case
by ComeOnOliver
×2

Generate comprehensive investor-ready business case document with market, solution, financials, and strategy

6k tokens
Tear Sheet
by anthropics
vendor ×1

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

22k tokens
Month End Prep
by anthropics
vendor

> PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.

6k tokens
Szamlazz Invoicing
by davepoon

Issue, cancel, and fetch Hungarian invoices via the szamlazz.hu Agent API. Handles VAT calculation, NAV taxpayer lookup, partner caching, and PDF generation. Use when the user mentions számla, számlázás, invoice, sztornó, díjbekérő, proforma, or wants to bill a customer.

1k tokens
Platform Norm Profiler
by aaron-he-zhu

Use when the user asks to "build the norm card for this platform", "what are the char limits and visible-fold cutoffs here", "is the LinkedIn link-in-first-comment thing documented or folklore", or "which of our platform cards are stale"; maintains the dated, versioned per-platform norm cards in the references/platforms/ pack — char limits, visible-fold cutoffs, hashtag norms, format/aspect specs, link and first-comment placement, disclosure-label mechanics, algorithm emphases (e.g. 小红书 search+saves weighting) — every row labeled platform-documented (official doc, Measured) or Estimated-folklore (named source) with last-verified and review-by dates, and any card past its review date flagged stale rather than trusted. Extends the single pack in place; never forks a second one. Not for picking which channels to run — use channel-portfolio-planner. 平台规范卡/字符限制/折叠线/话题标签/算法侧重/过期标记

3k tokens
Lawve Public Due Diligence Gate Ignacio Adrian Lerer
by lawve-ai

Use for due diligence, legal-financial risk review, investment or business transaction checklists, and preliminary screening where facts, documents, assumptions, legal uncertainty, debt/equity, assets/liabilities, contracts, tax, regulatory, compliance, technology/product, and financial-model issues must be separated clearly.

1k tokens
Invoice Document PDF
by cosmicstack-labs

Generating invoices, contracts, forms, receipts, and business documents as professional PDFs

16k tokens
Financial Document Parser
by Microck

Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

1k tokens

How to use it

Copy the folder

Take loulanyue/awesome-claude-notes-ko-kr-investor-materials from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.