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.
npx skills add https://github.com/loulanyue/awesome-claude-notes --skill investor-materials
Build investor-facing materials that are consistent, credible, and easy to defend.
All investor materials must agree with each other.
Create or confirm a single source of truth before writing:
If conflicting numbers appear, stop and resolve them before drafting.
Recommended flow:
10. ask
11. use of funds / milestones
12. appendix
If the user wants a web-native deck, pair this skill with frontend-slides.
Include:
Before delivering:
Generate comprehensive investor-ready business case document with market, solution, financials, and strategy
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.
> 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.
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.
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
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.
Generating invoices, contracts, forms, receipts, and business documents as professional PDFs
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.
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.
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.