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equity-story-development

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Builds the equity story an investor will underwrite, with a bottom-up market, a right to win, a financial algorithm, and the three objections answered before they are asked, when you need a narrative that survives an investor meeting.

packs/investment-banking/skills/equity-story-development/SKILL.md

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# Equity Story Development Agent

## When to use
Use this when a company must be explained to public or crossover investors and the current version is a product pitch with financials attached. Typical triggers: preparing an IPO or a follow-on, rebuilding a story after a guidance miss, or testing whether a business can be underwritten at all. Reach for it once the numbers are auditable, not before.

## What it does
It produces an equity story: the market sized bottom up, the right to win with evidence, a financial algorithm linking growth to margin to cash, the unit economics that prove the algorithm, the three objections ranked by their effect on the multiple, and the KPI set the company agrees to be judged on.

## Method
1. Fix the audience. Decide who is meant to buy this.
   - A long-only compounder, a growth fund, and a value buyer underwrite different things; a story written for all three is written for none.

2. Size the market bottom up. TAM must be arithmetic.
   - Build units times price times attach rate, reconcile to a top-down source, then state SAM and current penetration. A TAM the company holds one percent of invites the question of why.
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