Build consistent, reliable, and easily defensible investor-facing materials.
When to Activate
- Create or modify a Pitch Deck
- Write an Investor Memo or One-pager
- Build a financial model, milestone plan, or Use-of-funds table
- Answer Accelerator or incubator application questions
- Align multiple fundraising documents around a Single Source of Truth
Golden Rule
All fundraising materials must remain consistent.
Before writing, create or confirm a Single Source of Truth:
- Traction Metrics
- Pricing and revenue assumptions
- Funding amount and instruments
- Use of funds
- Team resumes and roles
- Milestones and timeline
If contradictory numbers appear, stop and resolve them before drafting.
Core Workflow
- Inventory authoritative facts
- Identify missing assumptions
- Choose the asset type
- Draft the asset with clear logic
- Cross-check every number against the source of truth
Asset Guidance
Pitch Deck
Recommended flow:
- Company + Wedge
- Problem
- Solution
- Product / Demo
- Market
- Business model
- Traction
- Team
- Competition / Differentiation
- Ask
- Use of funds / Milestones
- Appendix
If the user wants a Web-native slide deck, use this skill with frontend-slides .
One-Pager / Memo
- State what the company does in one refined sentence
- Show "why now"
- List growth and proof points early
- Make the Ask precise
- Ensure claims are easy to verify
Financial Model
Include:
- Explicit assumptions
- Provide Bear / Base / Bull cases when useful
- Clear bottom-up revenue logic
- Expenses tied to milestones
- Sensitivity analysis when decisions depend on assumptions
Accelerator Applications
- Answer every specific question asked
- Prioritize growth metrics, industry insights, and team strengths
- Avoid boasting
- Keep internal metrics consistent with the deck and model
Red Flags to Avoid
- Unverifiable claims
- Vague market sizing without assumptions
- Inconsistent team roles or titles
- Revenue calculations that cannot be clearly summed
- Excessive certainty when assumptions are very fragile
Quality Gate
Before delivery:
- Every number matches the current source of truth
- Use of funds and revenue tiers sum correctly
- Assumptions are visible, not hidden
- The narrative is clear and does not use exaggerated language
- The final asset can withstand scrutiny at a partner meeting