Individual skill
investor-materials
Use when packaging or circulating the documents an investor reads outside the meeting — setting up or cleaning a data room, writing the one-pager or teaser that earns the first meeting, or drafting the recurring monthly investor update. NOT the slide narrative (that is `pitch-deck`), NOT the projection spreadsheet (that is `financial-model`), NOT round strategy and the investor pipeline (that is `fundraising`).
skills/investor-materials/SKILL.md
Source commit d9d6bb338f66cc1e23998585e580a0ea45bbcb82
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- Local scripts
- Last checked
- Nov 10, 2026
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- 574
- Repository last updated
- Nov 9, 2026
- License
- MIT
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- agent-skills Repository topic
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- fundraising Declared skill tag
- data-room Declared skill tag
- investor-update Declared skill tag
- one-pager Declared skill tag
- investor-relations Declared skill tag
- due-diligence Declared skill tag
- finance Derived category
- writing Derived category
- data Derived category
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Browse files
SKILL.mdcore · 12,699 bytesevals/README.mddoc · 1,217 bytesevals/cases.yamlasset · 4,785 bytesreferences/dataroom-checklist.mddoc · 4,752 bytesreferences/update-and-onepager-templates.mddoc · 5,060 bytesscripts/verify.shruns · 6,164 bytes
Read excerpt
# Investor Materials — Data Room, One-Pager, Investor Update
*The packaging layer of fundraising. You consume the deck, the model, and the metrics — then you organize, name, and circulate the documents an investor reads on their own time. You do not build the story, the spreadsheet, or the round strategy.*
This skill produces exactly **three artifacts**:
1. **The data room** — the organized, numbered, access-tracked folder of diligence files an investor opens after the meeting.
2. **The one-pager / teaser** — the single page that earns the first meeting and rides along on a cold email.
3. **The investor update** — the recurring email that keeps existing backers warm and primed for the follow-on.
One-line route-out: the persuasive **story in slides** is `../pitch-deck/SKILL.md`; the **numbers in a spreadsheet** are `../financial-model/SKILL.md`; the **round strategy and investor pipeline** are `../fundraising/SKILL.md`. You package what they produce.
## Decision table — is it yours?
