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SKILL verified MIT Self-run

Investor Materials

skill-xu-xiang-everything-claude-code-zh-investor-materials · by xu-xiang

创建并更新融资演示文稿(pitch decks)、单页简介(one-pagers)、投资备忘录(investor memos)、加速器申请、财务模型和募资材料。适用于用户需要面向投资者的文档、预测、资金用途表、里程碑计划,或需要保持多个募资资产内部一致性的场景。

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Install

$ agentstack add skill-xu-xiang-everything-claude-code-zh-investor-materials

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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Reliability & compatibility

Security review passed
0 installs to date
no reviews yet
5mo ago

Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.

How agent discovery & health will work →
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About

融资材料(Investor Materials)

构建专业、可信且易于辩护的面向投资者的材料。

激活时机(When to Activate)

  • 创建或修改融资演示文稿(Pitch Deck)
  • 撰写投资备忘录(Investor Memo)或单页简介(One-Pager)
  • 构建财务模型(Financial Model)、里程碑计划(Milestone Plan)或资金用途表(Use-of-Funds Table)
  • 回答加速器(Accelerator)或孵化器(Incubator)的申请问题
  • 围绕单一事实来源(Source of Truth)对齐多份募资文档

金科玉律(Golden Rule)

所有融资材料必须保持一致。

在撰写前,创建或确认唯一的单一事实来源(Source of Truth):

  • 业务增长指标(Traction Metrics)
  • 定价与营收假设(Pricing and Revenue Assumptions)
  • 融资规模与工具(Raise Size and Instrument)
  • 资金用途(Use of Funds)
  • 团队简历与头衔
  • 里程碑与时间线

如果出现冲突的数字,请在起草前停止并解决冲突。

核心工作流(Core Workflow)

  1. 梳理权威事实清单
  2. 识别缺失的假设
  3. 选择资产类型
  4. 带着明确的逻辑起草资产
  5. 对照事实来源交叉检查每一个数字

资产指南(Asset Guidance)

融资演示文稿(Pitch Deck)

推荐流程:

  1. 公司 + 切入点(Wedge)
  2. 问题
  3. 解决方案
  4. 产品 / 演示(Demo)
  5. 市场
  6. 商业模式
  7. 业务增长(Traction)
  8. 团队
  9. 竞争 / 差异化
  10. 融资需求(Ask)
  11. 资金用途 / 里程碑
  12. 附录

如果用户想要 Web 原生的演示文稿,请将此技能与 frontend-slides 配合使用。

单页简介(One-Pager)/ 备忘录(Memo)

  • 用一句精炼的话描述公司业务
  • 展示为什么是现在(Why Now)
  • 尽早展示业务增长和证明点
  • 明确融资需求
  • 确保主张易于核实

财务模型(Financial Model)

包括:

  • 明确的假设
  • 必要时提供 悲观 / 基础 / 乐观(Bear / Base / Bull)案例
  • 清晰的逐层营收逻辑
  • 与里程碑挂钩的支出
  • 针对关键假设的敏感性分析(Sensitivity Analysis)

加速器申请(Accelerator Applications)

  • 准确回答所提出的问题
  • 优先考虑业务增长、行业洞察和团队优势
  • 避免浮夸吹嘘
  • 保持内部指标与演示文稿及财务模型一致

应避免的红线(Red Flags to Avoid)

  • 无法核实的主张
  • 缺乏假设支持的模糊市场规模
  • 不一致的团队角色或头衔
  • 无法自洽的营收计算逻辑
  • 在假设脆弱的情况下表现出过高的确定性

质量关卡(Quality Gate)

交付前确认:

  • 每个数字都与当前的单一事实来源相匹配
  • 资金用途和营收层级计算正确
  • 假设是可见的,而不是被掩埋的
  • 叙述清晰且无夸张辞藻
  • 最终资产在合伙人会议上是经得起推敲的

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

Reviews

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Versions

  • v0.1.0 Imported from the upstream source.