Guide · Agent skill
How to use the Investor Materials agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Investor Materials skill is a set of written instructions that tells an AI agent how to create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models and other fundraising documents. It is aimed at founders and startup teams preparing a seed or Series A round, or answering accelerator questions. After this guide you will know what the skill changes about the agent's behaviour, how to install it, how to ask for help in a way that triggers it, and what to check before you send anything to an investor.
Investor Materialsaffaan-m/ECC · MIT Download the skill Quick start
- 1Download the ZIP. Get the investor-materials skill ZIP from this page. It is MIT licensed.
- 2Unzip into a skills folder. Extract it into ~/.claude/skills/ for personal use or a project's .claude/skills/ folder for one project.
- 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills in the Claude apps and upload the skill there.
- 4Gather your facts. Collect traction, pricing, raise size, use of funds, team titles and milestones before you ask for documents.
- 5Make a request. Ask in plain language for the asset you need, such as a pitch deck, one-pager, memo, financial model or accelerator answer.
- 6Resolve conflicts. If the agent flags conflicting numbers, decide which figure is current before it drafts.
- 7Run the quality gate. Ask the agent to check every number against your source of truth and confirm assumptions are visible.
What is an agent skill, and what does this one make the agent do?
An agent skill is a folder containing instructions (a SKILL.md file and any supporting files) that an AI agent loads when a request matches the skill's description. The skill changes how the agent works on that kind of task rather than adding new tools.
The investor-materials skill makes the agent follow a structured process for fundraising documents. It first builds a single list of your key facts: traction metrics, pricing and revenue assumptions, raise size and instrument, use of funds, team bios and titles, and milestones and timelines. If it finds conflicting numbers, it stops to resolve them before drafting. It then drafts the asset you asked for and checks every number against that list.
- Pitch deck: a recommended 12-part flow from company and wedge through to appendix.
- One-pager or investor memo: a clear company description, why now, early proof points and a precise ask.
- Financial model: explicit assumptions, optional bear, base and bull cases, and milestone-linked spending.
- Accelerator application: answers to the exact question asked, kept consistent with your deck and model.
Install the skill from the ZIP download
Download the ZIP file for the investor-materials skill from this page. The skill is MIT licensed. The skill folder contains agents/openai.yaml and SKILL.md.
To install it for your user account, unzip it into ~/.claude/skills/. To install it for a single project, unzip it into that project's .claude/skills/ folder. Check that SKILL.md sits inside the skill folder after unzipping.
You can also upload the skill in the Claude apps under Settings → Capabilities → Skills.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project folder
- App install: Settings → Capabilities → Skills
Trigger the skill with natural requests
You do not need a special command. The skill is meant to activate when your request matches its description: investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay consistent across several fundraising assets. Say what you need in plain language and name the asset type.
Give the agent your facts up front. The skill is designed to build a source of truth from what you provide, so the more accurate figures you include, the more useful the output.
- Draft a seed pitch deck for a B2B invoicing tool. Here are our facts: [list].
- Write a one-pager and a memo that use the same traction numbers as my deck.
- Build a 3-year financial model with bear, base and bull cases and a use-of-funds table.
- Answer this accelerator question: [question]. Keep the metrics consistent with my deck.
Work through a typical session
Expect the agent to ask for missing information before it writes. Under the skill's core workflow it inventories your canonical facts, identifies missing assumptions, chooses the asset type, drafts with explicit logic, and then cross-checks every number.
If you supply two different figures for the same metric, the agent should stop and ask which is current rather than picking one. Answer those questions before reviewing the draft.
- Provide your facts once and reuse the same list for every asset.
- Review the assumptions the agent makes; they should be visible in the draft, not buried.
- Ask for a final check against the source of truth before you export.
What you need before you start
The skill lists no required dependencies. It is a writing and checking guide: it does not fetch data, call external services or run code. Everything the output contains must come from you, so have your traction figures, pricing, raise size, use of funds, team titles and milestones ready.
The skill is only as accurate as the figures you supply. It does not verify your metrics, market sizes or legal terms.
Safety notes: scripts and network access
The skill does not run scripts and does not use the network, according to its listing. Its files are the agents/openai.yaml configuration and the SKILL.md instructions.
The skill does not replace legal or securities review. It gives writing guidance only. Have a lawyer check any offering terms before they go to investors.
- Runs scripts: no
- Uses network: no
- Legal review: not included; a lawyer should review offering terms
Tips for better investor materials
Write your source of truth once and paste it into each session so every asset is built from the same figures. Keep claims easy to verify, and avoid asking the agent to invent traction or market sizes. Market sizing should show its assumptions.
Ask the agent to run the quality gate before delivery: every number matches the source of truth, revenue layers sum correctly, assumptions are visible, and the story works without hype.
- Reuse one fact list across the deck, memo, one-pager and model.
- Show market sizing assumptions explicitly.
- Use the quality gate as a final checklist.
What people use it for
- Building a seed or Series A pitch deck that follows a standard 12-part flow.
- Writing a one-pager and investor memo that use the same traction numbers.
- Creating a financial model with explicit assumptions and bear, base and bull cases.
- Drafting consistent answers to accelerator or incubator application questions.
- Producing a use-of-funds table and milestone plan tied to the raise size.
Frequently asked questions
How do I install the investor-materials agent skill?
Download the ZIP from this page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. You can also upload it in the Claude apps under Settings → Capabilities → Skills.
Is the investor-materials skill free?
The skill is listed under the MIT licence. The source does not mention pricing, so check the listing page for any other terms.
What does the investor-materials skill require?
The listing shows no required dependencies. It does not run scripts or use the network, so you supply all the facts it works from.
Can this skill replace a lawyer for fundraising documents?
No. The skill gives writing and checking guidance only and does not provide legal review. A lawyer should check offering terms and any final legal or securities documents.
Does the skill find market size or traction data for me?
No. It does not fetch data. It asks for verifiable facts from you, and its output is only as accurate as the figures you supply.
Why does the agent stop and ask me questions before writing?
The skill requires a single source of truth before drafting. If it finds conflicting numbers for metrics such as traction or raise size, it stops to resolve them so every document agrees.
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Our verdict
This skill suits founders and startup teams who want a pitch deck, one-pager, memo, accelerator answers and financial model that tell the same story with checkable numbers. It is not suitable for final legal or securities documents, and it cannot make your traction or market figures accurate. If you need data lookup or code execution, pick a different tool.
Download the skill