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investor-pitch-planner

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Updated 10-16 08:44

About this skill

Investor Pitch Planner

One-line request → Complete fundraising pitch deck outline: Through a structured SOP workflow, transform startup project information into a fundraising pitch deck outline covering six core modules — Problem → Solution → Market → Business Model → Team → The Ask — with data visualization recommendations for each module.

When to Use

Use this skill when:

  • The user needs to generate a fundraising pitch deck outline or business plan content framework in English
  • The user mentions pitch decks, fundraising, investor presentations, or asks for help writing a deck
  • The user is preparing to raise funds and needs to structure their story
  • The user needs an English-language pitch deck outline (six modules + data visualization suggestions)

Do NOT use this skill if:

  • The user needs an editable PPTX file → use pitch-deck-creator instead
  • The user needs a Chinese pitch deck outline → use fundraising-bp-planner instead
  • The user needs an 18-page Chinese-style PPT visual specification → use business-plan-ppt instead
  • The user needs a specific narrative framework (Sequoia/YC/Raskin) → use the corresponding framework skill
  • The user needs to convert an existing PPT to web → use deck-web-converter

Typical triggers:

  • "help me write a pitch deck", "fundraising outline", "investor presentation structure"
  • "Help me write a pitch deck" "financing outline" "investor materials"

Quick Start

Simply provide a basic project description, and the Agent will automatically generate a fundraising pitch deck outline following this workflow:

User: We built a smart financial SaaS for SMBs and want to raise a Pre-A round
Agent: [Outputs a complete pitch deck outline following the SOP workflow]

Workflow

This workflow follows the six-step progression method, with 6 steps in total:

  1. Probe: Before starting, fully read all inputs and confirm the goals and constraints.
  2. Constrain: Verify input completeness, set boundaries and non-negotiable delivery standards, and switch channels when blocked.
  3. Evidence: Every number must come from the input, a specific source, or reproducible calculation; collect supporting data.
  4. Execute: Call scripts/APIs/generate content; give impact and conclusions first, then actions and necessary evidence.
  5. Verify: Verify with actions that "could fail"—read back the output in a way different from the generation path.
  6. Deliver: Return the results and clean up temporary files.

Step 1: Probe

Fully read the user's project description, identify industry, target audience, product form, and development stage. Extract core information needed to build the pitch deck outline.

Step 2: Constrain

Select interaction mode based on input detail level (Guided / Semi-automatic / Fully automatic / Express), set boundaries and non-negotiable delivery standards:

  • All six modules must be complete (Problem, Solution, Market, Business Model, Team, The Ask)
  • Every module must include data visualization recommendations
  • Market size must have TAM/SAM/SOM three-tier breakdown
  • Use of funds must have percentage allocation
  • Milestones must have measurable metrics
  • No hardcoded data — all placeholders marked with [brackets]
  • When blocked, switch channels; do not degrade the deliverable

Step 3: Evidence

Every number must come from input, specific sources, or reproducible calculations:

  • Market size data must cite sources (public data / industry report / internal company data / estimate)
  • Business metrics (user count, revenue, growth rate, retention, etc.) come from user input
  • Team backgrounds come from user input; do not fabricate
  • Self-estimated data must state assumptions
  • Collect supporting data; do not invent traction or market size

Step 4: Execute

Generate outline content module by module following the detailed SOP. Lead with impact and conclusion, then action and necessary evidence. See "Detailed SOP Workflow" below.

Step 5: Verify

Verify item by item with the quality checklist — read back output using a method different from the generation path:

  • All six modules complete
  • Every module includes data visualization recommendations
  • Market size has TAM/SAM/SOM three-tier breakdown
  • Use of funds has percentage allocation
  • Milestones have measurable metrics
  • Data sources cited or flagged for user to provide
  • Total slides within 10–15 slide recommendation
  • Information To Be Provided list is non-empty
  • No hardcoded data

Step 6: Deliver

Return the complete pitch deck outline document (Markdown format), containing each module's key points, data visualization recommendations, and presentation tips. Clean up temporary files. If user provides feedback, identify the affected module and re-execute from the corresponding Phase, cascading updates to all downstream content.

Detailed SOP Workflow

Phase 1: Project Information Gathering

Objective: Extract core information needed to build the pitch deck outline from the user's description.

Steps:

  1. Parse the project description: Identify the industry, target audience, product form, and development stage
  2. Ask clarifying questions (up to 5 key questions):
    • What core pain point does the project solve? How do target users currently cope with this problem?
    • What stage is the product at? (Concept / MVP ready / Paying customers)
    • What key business metrics can you share? (User count, revenue, growth rate, retention rate, etc.)
    • What are the core team members' backgrounds? (Especially industry-relevant experience)
    • What is the target fundraising amount and intended use of funds?
  3. If the user asks to skip clarification, proceed with reasonable assumptions and flag them in the "Information To Be Provided" section of the outline

Output: Project information summary (under 200 words)

Phase 2: Problem Definition (Problem)

Objective: Clearly define the pain point faced by target users, helping investors feel the problem's reality and urgency.

Steps:

  1. Pain point description:

    • Summarize the core pain point in one sentence
    • Describe how target users currently solve the problem and the shortcomings of existing approaches
    • Quantify the pain point's impact (time cost, financial loss, efficiency loss, etc.)

  2. Suggested outline content:

    • Core pain point statement (1 sentence)
    • Current state description (how users cope today)
    • Scale and impact of the pain point

  3. Data visualization recommendations:

    Data Type Presentation Format Notes
    Scale of affected users Large-font number + brief annotation e.g., "32 million SMBs face this problem"
    Shortcomings of existing solutions Comparison table (Current vs. Ideal) Highlight the gap
    Losses caused by the pain point Single key figure e.g., "Each company wastes $XX per year on average"

Output: Problem module outline + data visualization recommendations

Phase 3: Solution (Solution)

Objective: Show how the product solves the problem defined in Phase 2, highlighting differentiated value.

Steps:

  1. Solution description:

    • Explain what the product is and what it does in one sentence
    • List 3 core features/value propositions (no more than 3 — stay focused)
    • Explain differentiation from existing solutions

  2. Suggested outline content:

    • One-line product positioning
    • Core value propositions (3 points)
    • Product demo/screenshot talking points
    • Before-and-after user comparison

  3. Data visualization recommendations:

    Data Type Presentation Format Notes
    Product impact comparison Before / After comparison e.g., "Processing time reduced from 3 days to 2 hours"
    Core feature highlights Icon + keyword + one-line description 3 features displayed side by side
    User feedback/case studies Quote cards (avatar + quote + role) 1–2 real user testimonials

Output: Solution module outline + data visualization recommendations

Phase 4: Market Analysis (Market)

Objective: Demonstrate that the market is large enough and growing fast enough to warrant investor attention.

Steps:

  1. Market size estimation:

    • TAM (Total Addressable Market): How large is the entire market
    • SAM (Serviceable Available Market): The market you can reach
    • SOM (Serviceable Obtainable Market): The market you can capture in the near term
    • Cite data sources (industry reports, public data; if self-estimated, state the assumptions)

  2. Market trends:

    • 2–3 key trends driving market growth
    • Opportunity windows created by policy, technology, or behavioral shifts

  3. Competitive landscape:

    • Key competitors (2–4) and their positioning
    • Your differentiated positioning

  4. Suggested outline content:

    • TAM/SAM/SOM figures
    • Market growth trends
    • Competitive positioning

  5. Data visualization recommendations:

    Data Type Presentation Format Notes
    TAM/SAM/SOM Concentric circles or funnel chart Large to small, each layer labeled with amount and calculation basis
    Market growth rate Line chart or CAGR figure e.g., "25% CAGR"
    Competitive landscape 2×2 matrix Choose two key dimensions to position yourself against competitors
    Market trends Icon-labeled trend list 2–3 trends, each with a one-liner

Output: Market module outline + data visualization recommendations

Phase 5: Business Model (Business Model)

Objective: Explain how the business makes money and grows, giving investors confidence in the commercial viability.

Steps:

  1. Revenue model:

    • Primary revenue streams (subscriptions / transaction fees / advertising / value-added services, etc.)
    • Pricing strategy and average revenue per user/contract
    • If multiple revenue streams exist, state priorities

  2. Key metrics (select based on project stage):

    • Early stage: User growth rate, retention rate, customer acquisition cost (CAC)
    • Growth stage: Monthly Recurring Revenue (MRR), Customer Lifetime Value (LTV), LTV/CAC ratio
    • Mature stage: Gross margin, net margin, unit economics

  3. Growth flywheel:

    • Describe the core growth engine (product-led / sales-led / channel-led)
    • Potential for network effects or economies of scale

  4. Suggested outline content:

    • Revenue model overview
    • Key business metrics
    • Growth strategy

  5. Data visualization recommendations:

    Data Type Presentation Format Notes
    Revenue model Flowchart or revenue structure diagram Clearly show where the money comes from
    Key metrics KPI dashboard style 3–5 core numbers in large font
    Growth trends Bar chart (monthly/quarterly) Show revenue or user growth curves
    Unit economics Simplified formula diagram e.g., "LTV $X > CAC $Y, payback period Z months"

Output: Business model module outline + data visualization recommendations

Phase 6: Team (Team)

Objective: Show that the team has the capability to execute the plan, boosting investor confidence.

Steps:

  1. Core team:

    • List 3–5 core members
    • For each: Name/title, role, key background (one sentence)
    • Highlight experience relevant to the project (industry expertise, technical skills, past successes)

  2. Team strengths:

    • Complementary skills (technical + business + industry connections)
    • Unique advantages (why this team is the right one to build this)

  3. Advisors/investor endorsements (if applicable):

    • Notable advisors or early investors

  4. Suggested outline content:

    • Core team profiles
    • Team highlights
    • Advisor/endorsement information

  5. Data visualization recommendations:

    Data Type Presentation Format Notes
    Core team Avatar + name + role + one-line background 3–5 people displayed in a row
    Team experience Key number badges e.g., "50+ combined years of industry experience", "3 successful exits"
    Advisors/endorsements Logo wall or quote cards Well-known institutions or individuals

Output: Team module outline + data visualization recommendations

Phase 7: Fundraising Ask (The Ask)

Objective: Clearly tell investors how much money you need, what it will be used for, and what milestones it will achieve.

Steps:

  1. Fundraising details:

    • Amount being raised this round
    • Round designation (Angel / Pre-A / A / B, etc.)
    • Equity offered (if applicable)

  2. Use of funds:

    • Allocation by percentage (e.g., Product R&D 40%, Marketing 30%, Team expansion 20%, Operating reserve 10%)
    • Explain the specific purpose of each allocation

  3. Milestone roadmap:

    • 3–5 key milestones for the 12–18 months following the raise
    • Each milestone includes: timeline, objective, measurable metric

  4. Suggested outline content:

    • Fundraising amount and round
    • Fund allocation breakdown
    • 12–18 month milestones

  5. Data visualization recommendations:

    Data Type Presentation Format Notes
    Use of funds Pie chart or donut chart Clearly show each allocation's percentage and amount
    Milestone roadmap Timeline graphic Horizontal timeline with key milestones and targets
    Target metrics Current → Target comparison e.g., "Users: 5,000 → 50,000"

Output: Fundraising ask module outline + data visualization recommendations

Phase 8: Outline Assembly & Output

Objective: Assemble outputs from the previous seven phases into a complete pitch deck outline document.

Pitch Deck Outline Template:

# [Project Name] - Fundraising Pitch Deck Outline

> Round: [Fundraising Round] | Date: [Current Date]
> Status: Draft Outline

---

## 1. Problem

### Key Points
- Core pain point: [one sentence]
- Current state: [how users cope today]
- Pain point scale: [quantified impact]

### Data Visualization Recommendations
[Phase 2 data visualization table]

### Presentation Tips
- Suggested slides: 1–2
- Key visual elements: [specific recommendations]

---

## 2. Solution

### Key Points
- Product positioning: [one sentence]
- Core value propositions:
  1. [Value point 1]
  2. [Value point 2]
  3. [Value point 3]
- Differentiation: [how it differs from competitors]

### Data Visualization Recommendations
[Phase 3 data visualization table]

### Presentation Tips
- Suggested slides: 2–3 (including product screenshots/demo)
- Key visual elements: [specific recommendations]

---

## 3. Market

### Key Points
- TAM: [amount + calculation basis]
- SAM: [amount + calculation basis]
- SOM: [amount + calculation basis]
- Growth trends: [2–3 key trends]
- Competitive landscape: [key competitors + your positioning]

### Data Visualization Recommendations
[Phase 4 data visualization table]

### Presentation Tips
- Suggested slides: 2
- Key visual elements: [specific recommendations]

---

## 4. Business Model

### Key Points
- Revenue model: [how it makes money]
- Key metrics: [3–5 core KPIs]
- Growth strategy: [core growth engine]

### Data Visualization Recommendations
[Phase 5 data visualization table]

### Presentation Tips
- Suggested slides: 1–2
- Key visual elements: [specific recommendations]

---

## 5. Team

### Key Points
- Core members: [3–5 bios]
- Team highlights: [why this team]
- Advisors/endorsements: [if applicable]

### Data Visualization Recommendations
[Phase 6 data visualization table]

### Presentation Tips
- Suggested slides: 1
- Key visual elements: [specific recommendations]

---

## 6. The Ask

### Key Points
- Fundraising amount: [amount + round]
- Use of funds: [percentage allocation]
- Key milestones: [3–5 milestones]

### Data Visualization Recommendations
[Phase 7 data visualization table]

### Presentation Tips
- Suggested slides: 1–2
- Key visual elements: [specific recommendations]

---

## Appendix

### Information To Be Provided
- [ ] [Data or information the user still needs to supply]

### Overall Deck Recommendations
- Suggested total slides: 10–15
- Suggested presentation length: 10–15 minutes
- Style recommendation: [based on industry and round]

Document output requirements:

  • All data visualization recommendations use Markdown tables
  • Each module includes three sections: Key Points + Data Visualization Recommendations + Presentation Tips
  • Use the actual current date
  • Data sources must be cited (public data / industry report / internal company data / estimate)

Workflow Control Rules

Interaction Mode Selection

Choose a mode based on how detailed the user's input is:

User Input Mode Behavior
Just one sentence (< 50 words) Guided mode Run Phase 1 questions, wait for answers before proceeding
Some detail (50–200 words) Semi-automatic mode Ask 2–3 key questions while starting to build the framework
Detailed project description (> 200 words) Fully automatic mode Start directly from Phase 2, skip information gathering
User says "just write it / don't ask" Express mode Output a complete outline based on reasonable assumptions

Quality Checklist

Before outputting the final pitch deck outline, verify each item:

  • All six modules are complete (Problem, Solution, Market, Business Model, Team, The Ask)
  • Every module includes data visualization recommendations
  • Market size includes TAM/SAM/SOM breakdown
  • Use of funds includes percentage allocation
  • Milestones include measurable metrics
  • Data sources are cited or flagged for the user to provide
  • Total slides stay within the 10–15 slide recommendation
  • Suggested slide counts per module are reasonable
  • Information To Be Provided list is non-empty (there is always data the user needs to supply)
  • No hardcoded data — all placeholders are marked with [brackets]

Adjustments by Fundraising Round

Round Focus Modules Data Requirements Style
Angel Problem + Solution + Team More assumptions acceptable; emphasize vision Concise and punchy, under 10 slides
Pre-A / Series A Market + Business Model + Metrics Early business data for validation required Data-driven, 12–15 slides
Series B+ Business Model + Financials + Growth Complete financial data required Professional and rigorous, 15–20 slides

Iterative Refinement

If the user provides feedback on the outline:

  1. Identify which module the feedback applies to
  2. Re-execute from the corresponding Phase
  3. Cascade updates to all downstream content
  4. Keep data visualization recommendations consistent with the content

Output

Output is a complete fundraising pitch deck outline document in Markdown format, containing:

  • Project name, fundraising round, date, status
  • Six modules (Problem, Solution, Market, Business Model, Team, The Ask), each containing:
    • Key Points
    • Data Visualization Recommendations (Markdown table)
    • Presentation Tips (suggested slide count + key visual elements)
  • Appendix: Information To Be Provided checklist + Overall Deck Recommendations
  • All placeholders marked with [brackets]
  • Data sources cited

Reference Methodologies

This SOP incorporates the following fundraising presentation methodologies:

  • Guy Kawasaki 10/20/30 Rule: 10 slides, 20-minute presentation, 30-point font
  • Sequoia Capital Pitch Deck Template: The classic Problem → Solution → Market → Business Model structure
  • Y Combinator Application Framework: Emphasis on problem definition and traction data
  • TAM/SAM/SOM Framework: Three-tier market sizing methodology
  • Unit Economics: Core metrics including LTV, CAC, and payback period

Guardrails

Anti-patterns

  • NEVER invent traction, market size, customer evidence, or team backgrounds
  • Do NOT hardcode data — all placeholders marked with [brackets]
  • Do NOT omit any of the six modules
  • NEVER present assumptions as verified facts
  • Do NOT output a module without data visualization recommendations
  • Do NOT leave the Information To Be Provided list empty — there is always data the user needs to supply

Constraints

  • All six modules must be complete
  • Market size must have TAM/SAM/SOM three-tier breakdown
  • Use of funds must have percentage allocation
  • Milestones must have measurable metrics
  • Total slides recommended within 10–15
  • Data sources must be cited (public data / industry report / internal company data / estimate)
  • Use the actual current date

Related Skills

  • fundraising-bp-planner — Chinese version of the pitch deck outline generator, with corresponding structure
  • pitch-deck-creator — After the outline is complete, generate an editable 10-slide PPTX from structured JSON
  • business-plan-ppt — For an 18-page Chinese-style PPT visual specification and editable PPTX

About UniqueClub

Part of the UniqueClub toolkit. 🌐 https://uniqueclub.ai