investor-materials

Create and update pitch decks, financial models, and memos with consistent numerical data.

Updated Apr 6, 2026
One-click install
npx skills add https://github.com/thangvawn/agent_financial --skill investor-materials-thangvawn
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investor-materials
Source: https://github.com/thangvawn/agent_financial/tree/main/.cursor/.agents/skills/investor-materials
Command: npx skills add https://github.com/thangvawn/agent_financial --skill investor-materials-thangvawn

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the creation and updating of investor-facing documents such as pitch decks, financial models, and memos, ensuring consistency and accuracy across multiple fundraising assets.

Core Features & Use Cases

  • Consistent Documentation: Create or update pitch decks, memos, financial models, and applications with a single source of truth.
  • Automated Workflows: Execute the creation of these documents through a defined, structured process.
  • Use Case: When preparing a funding round, this Skill can automatically generate a comprehensive financial model that is updated with new information as it becomes available.

Quick Start

Create a pitch deck based on the existing company data and milestones using the investor-materials skill.

Frequently Asked Questions about investor-materials

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

FAQPage Schema
How do I ensure numerical consistency across pitch decks, financial models, and investment memos?

To ensure numerical consistency across investor materials, you need a single source of truth for your financial projections. This Skill maintains synchronized data across pitch decks, memos, and models, preventing conflicting figures during fundraising.

What is the best way to automate financial model creation for a funding round?

Automating financial model creation for a funding round involves using a structured workflow to generate projections. This Skill automatically builds comprehensive financial models and updates them dynamically as new company data becomes available.

How do I create a pitch deck based on existing company data and milestones?

Creating a pitch deck from existing company data requires structuring milestones into a compelling format. This Skill designs investor-facing pitch decks by formatting your company data and milestones to meet investment documentation standards.

Can I use this for startup fundraising document formatting and compliance?

Yes, this is tailored for startup fundraising phases. It handles document formatting for investment materials and ensures compliance with investment memo standards, making it suitable for startups preparing funding round applications.

Why do my investor documents show conflicting financial projections?

Conflicting financial projections occur when pitch decks, memos, and models are updated independently without a centralized source. This Skill resolves discrepancies by linking all fundraising assets to maintain consistent numerical projections.

What do I need to prepare before generating investor materials and projections?

Before generating investor materials, you need to gather existing company data and milestones. Providing this foundational information allows the Skill to accurately format documents, design projections, and execute the structured creation workflow.