investor-materials

Consolidate investor materials against a single source of truth.

Updated Mar 1, 2026

Search Tags:#milestones #fundraising #one-pager #investor #pitch-deck #financial-model #use-of-funds

Ready to run

npx skills add https://github.com/derekhu0002/ai4pb-orchestrator --skill investor-materials-derekhu0002

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: investor-materials
Source: https://github.com/derekhu0002/ai4pb-orchestrator/tree/main/.cursor/skills/investor-materials
Command: npx skills add https://github.com/derekhu0002/ai4pb-orchestrator --skill investor-materials-derekhu0002

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Build investor-facing materials that are consistent, credible, and easy to defend. All fundraising assets must align with a single source of truth to avoid misstatements across decks, memos, and models.

Core Features & Use Cases

Inventory the canonical facts
Identify missing assumptions
Choose the asset type (Pitch Deck, One-Pager/Memo, Financial Model, Accelerator Applications)
Draft the asset with explicit logic
Cross-check every number against the source of truth
Asset Guidance: Pitch Deck, One-Pager / Memo, Financial Model, Accelerator Applications
Align multiple fundraising docs around one source of truth
Quality Gate: numbers match source, clear story, defendable

Quick Start

Inventory the canonical facts, identify missing assumptions, choose an asset type, draft the asset with explicit logic, and cross-check every number against the source of truth.

Frequently Asked Questions about investor-materials

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I keep investor materials consistent across pitch decks, memos, and financial models?▼

Keeping investor materials consistent requires aligning all fundraising assets to a single source of truth for traction metrics, pricing assumptions, raise size, and milestones. This approach cross-checks every number against the canonical facts before drafting.

What is the best way to align use of funds and milestones across multiple fundraising documents?▼

Aligning use of funds and milestones across fundraising documents involves inventorying canonical facts first, then drafting each asset with explicit logic. A quality gate validates that all numbers match the source of truth and the story remains defendable.

Can I use a single source of truth to generate both a pitch deck and a one-pager for fundraising?▼

Yes, you can generate a pitch deck and a one-pager from a single source of truth. The process inventories canonical facts, identifies missing assumptions, and drafts the chosen asset type while cross-checking every number against the validated source.

How do I validate traction metrics and revenue assumptions before drafting an accelerator application?▼

Validating traction metrics and revenue assumptions for accelerator applications requires identifying missing assumptions in your canonical facts inventory. The process enforces a single source of truth and validates all numbers against this source before drafting the application.

Why do my investor memos and financial models show different raise sizes and revenue projections?▼

Investor memos and financial models show different raise sizes and revenue projections when they are not built from a single source of truth. Consolidating these assets ensures all numbers are cross-checked against canonical facts before drafting.

Does this approach work for creating accelerator applications and financial models simultaneously?▼

Yes, this approach works for accelerator applications and financial models by enforcing a single source of truth for team bios, pricing assumptions, and milestones. It drafts each asset type with explicit logic and validates all numbers against the source.