investor-materials
做 pitch deck、備忘錄跟財務模型，確保所有募資資料數字一致
中文翻譯
--- name: investor-materials description: 建立與更新 pitch deck、one-pager、投資人備忘錄、加速器申請書、財務模型，以及募資資料。使用者需要面向投資人的文件、預測、資金用途表、里程碑計畫，或需要在多份募資資料之間維持內部一致時使用。 metadata: origin: ECC --- # Investor Materials 做出一致、可信、而且容易自圓其說的投資人資料。 ## When to Activate - 建立或修改 pitch deck - 撰寫投資人備忘錄或 one-pager - 建立財務模型、里程碑計畫或資金用途表 - 回答加速器或孵化器的申請問題 - 讓多份募資文件對齊同一個事實來源 ## Golden Rule 所有投資人資料都必須彼此一致。 動筆之前，先建立或確認單一的事實來源（source of truth），涵蓋： - 營運成效指標（traction） - 定價與營收假設 - 募資規模與工具 - 資金用途 - 團隊簡介與職稱 - 里程碑與時程 如果出現互相矛盾的數字，先停下來解決，再起草。 ## Core Workflow 1. 盤點權威的事實 2. 找出缺少的假設 3. 選擇資料類型 4. 用明確的邏輯起草 5. 把每個數字都對照事實來源交叉檢查 ## Asset Guidance ### Pitch Deck 建議的流程： 1. 公司 + 切入點（wedge） 2. 問題 3. 解決方案 4. 產品 / demo 5. 市場 6. 商業模式 7. 營運成效（traction） 8. 團隊 9. 競爭 / 差異化 10. 募資需求（ask） 11. 資金用途 / 里程碑 12. 附錄 如果使用者想要網頁原生的 deck，把這個 skill 搭配 `frontend-slides`。 ### One-Pager / Memo - 用一句乾淨的話說明公司在做什麼 - 說明為什麼是現在 - 儘早放入營運成效和佐證 - 讓募資需求精確 - 讓每個主張都容易驗證 ### Financial Model 包含： - 明確的假設 - 有用時，提供 bear / base / bull 三種情境 - 乾淨、一層一層的營收邏輯 - 跟里程碑連動的支出 - 當決策取決於假設時，做敏感度分析 ### Accelerator Applications - 精確回答被問的問題 - 優先講營運成效、洞察和團隊優勢 - 避免吹噓 - 內部指標要跟 deck 和模型保持一致 ## Red Flags to Avoid - 無法驗證的主張 - 沒有說明假設的模糊市場規模 - 不一致的團隊角色或職稱 - 加起來對不上的營收算式 - 在假設脆弱的地方卻誇大確定性 ## Quality Gate 交付之前： - 每個數字都符合目前的事實來源 - 資金用途和營收各層加總正確 - 假設是看得到的，沒有被埋起來 - 不靠炒作用語，故事也很清楚 - 最終資料在合夥人會議上站得住腳
英文原文
--- name: investor-materials description: Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets. metadata: origin: ECC --- # Investor Materials Build investor-facing materials that are consistent, credible, and easy to defend. ## When to Activate - creating or revising a pitch deck - writing an investor memo or one-pager - building a financial model, milestone plan, or use-of-funds table - answering accelerator or incubator application questions - aligning multiple fundraising docs around one source of truth ## Golden Rule All investor materials must agree with each other. Create or confirm a single source of truth before writing: - traction metrics - pricing and revenue assumptions - raise size and instrument - use of funds - team bios and titles - milestones and timelines If conflicting numbers appear, stop and resolve them before drafting. ## Core Workflow 1. inventory the canonical facts 2. identify missing assumptions 3. choose the asset type 4. draft the asset with explicit logic 5. cross-check every number against the source of truth ## Asset Guidance ### Pitch Deck Recommended flow: 1. company + wedge 2. problem 3. solution 4. product / demo 5. market 6. business model 7. traction 8. team 9. competition / differentiation 10. ask 11. use of funds / milestones 12. appendix If the user wants a web-native deck, pair this skill with `frontend-slides`. ### One-Pager / Memo - state what the company does in one clean sentence - show why now - include traction and proof points early - make the ask precise - keep claims easy to verify ### Financial Model Include: - explicit assumptions - bear / base / bull cases when useful - clean layer-by-layer revenue logic - milestone-linked spending - sensitivity analysis where the decision hinges on assumptions ### Accelerator Applications - answer the exact question asked - prioritize traction, insight, and team advantage - avoid puffery - keep internal metrics consistent with the deck and model ## Red Flags to Avoid - unverifiable claims - fuzzy market sizing without assumptions - inconsistent team roles or titles - revenue math that does not sum cleanly - inflated certainty where assumptions are fragile ## Quality Gate Before delivering: - every number matches the current source of truth - use of funds and revenue layers sum correctly - assumptions are visible, not buried - the story is clear without hype language - the final asset is defensible in a partner meeting