skills.rest
Cure-Consulting-Group
Cure-Consulting-GroupOFFICIAL
Explore all skills by this author →
GitHub

investor-reporting

Automate investor reports, board decks, and financial analyses for venture studios.

Updated Mar 20, 2026
Search Tags:#financial analysis#cap table#investor reporting#board deck#runway modeling#venture studio
One-click install
npx skills add https://github.com/Cure-Consulting-Group/iep-and-thrive --skill investor-reporting-cure-consulting-group
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investor-reporting
Source: https://github.com/Cure-Consulting-Group/iep-and-thrive/tree/main/.agents/skills/investor-reporting
Command: npx skills add https://github.com/Cure-Consulting-Group/iep-and-thrive --skill investor-reporting-cure-consulting-group

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python, pandas, numpy, matplotlib, openpyxl, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill automates the generation of comprehensive investor reports, including updates, board decks, financials, and data rooms, significantly reducing the manual effort required for investor communication.

Core Features & Use Cases

  • Generate Monthly Updates: Automatically create concise, monthly updates for investors, highlighting key performance indicators and challenges.
  • Board Deck Creation: Build professional board decks with a predefined structure, showcasing portfolio health and strategic decisions.
  • Financial Reports: Compile consolidated financial reports across the entire portfolio, detailing MRR, burn, runway, and unit economics.
  • Cap Table Modeling: Model ownership, dilution, and exit scenarios for investors and founders.
  • Runway & Scenario Modeling: Analyze burn rates, revenue projections, and scenario modeling to predict future financial health.
  • Fundraising Data Room: Provide a comprehensive checklist for preparing investor data rooms for due diligence.
  • KPI Dashboard Definitions: Define and track key performance indicators for each product in the portfolio.
  • Use Case: For a venture studio with multiple companies, this Skill ensures consistent, accurate, and timely investor reporting, enabling informed decision-making and investor relations management.

Quick Start

Use the investor-reporting skill to generate a monthly investor update for the current month.

Frequently Asked Questions about investor-reporting

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

FAQPage Schema
How do I automate investor reporting and board deck creation for a venture studio?▼

You can automate investor reporting by using Python and pandas to process portfolio data, generating monthly updates, board decks, and consolidated financial reports. This approach streamlines investor communication and ensures consistent, timely reporting across multiple companies.

What is cap table modeling and how does it handle dilution scenarios?▼

Cap table modeling tracks ownership stakes, models dilution across funding rounds, and projects exit scenarios for founders and investors. It provides a clear view of equity distribution and financial outcomes before finalizing investment decisions.

Can I use Python and pandas to consolidate financial reports across a portfolio?▼

Yes, Python and pandas are used to consolidate financial reports across a portfolio. The system calculates MRR, burn rates, runway, and unit economics, compiling the data into comprehensive financial updates for investor relations.

Do I need Python installed to generate monthly investor updates and KPI dashboards?▼

Yes, Python is required as the core dependency for data processing and analysis. The environment relies on pandas, numpy, matplotlib, and openpyxl to calculate metrics, generate visualizations, and define KPI dashboards for portfolio companies.

What's the best way to model runway and financial scenarios for multiple companies?▼

Runway and scenario modeling analyzes burn rates and revenue projections to predict future financial health. By leveraging numpy and pandas, you can create dynamic financial scenarios that evaluate multiple outcomes for a venture studio's portfolio.

Are there limitations when using openpyxl for fundraising data room preparation?▼

While openpyxl handles Excel data processing for data room checklists, it does not natively generate presentation slides or secure document sharing. You may need additional tools for document generation and presentation during due diligence.

Related Skills

Explore More Finance & Accounting Skills→
doubleG7doubleG7

cash-flow-forecast

Parse cash flow forecast reports and create charts with Python.

Community
Advanced
sahinsahin
1

fundraise-prep

Organize data rooms and generate fundraising readiness assessments for founders.

Community
Advanced
hmzainjamilhmzainjamil
1

report-generator

Generate formatted reports with charts, tables, and metric summaries from structured data.

Community
Intermediate
Veloxia-agencyVeloxia-agency

cfo-advisor

Analyze startup runway, burn, unit economics, and fundraising scenarios with Python calculators.

Community
Advanced