---
name: investor-materials-bcde2d7171ad
description: 创建并更新路演 PPT (Pitch Deck)、单页简介 (One-Pager)、投资者备忘录 (Investor Memo)、加速器申请、财务模型以及融资材料。当用户需要面向投资者的文档、预测、资金用途表、里程碑计划或需要跨多个融资资产保持内部一致性的材料时，请使用此技能。
origin: ECC
---

# 投资者材料 (Investor Materials)

构建一致、可靠且易于辩护的面向投资者的材料。

## 何时激活 (When to Activate)

- 创建或修订路演 PPT (Pitch Deck)
- 撰写投资者备忘录 (Investor Memo) 或单页简介 (One-Pager)
- 构建财务模型 (Financial Model)、里程碑计划或资金用途表 (Use-of-funds Table)
- 回答加速器或孵化器的申请问题
- 围绕单一事实来源对齐多个融资文档

## 黄金法则 (Golden Rule)

所有投资者材料必须保持一致。

在撰写之前，建立或确认单一事实来源 (Source of Truth)：
- 牵引力指标 (Traction Metrics)
- 定价与营收假设
- 融资规模与工具 (Instrument)
- 资金用途 (Use of Funds)
- 团队简历与职位
- 里程碑与时间线 (Timelines)

如果出现数据冲突，请在起草前先予以解决。

## 核心工作流 (Core Workflow)

1. 盘点权威事实 (Canonical Facts)
2. 识别缺失的假设
3. 选择资产类型
4. 以明确的逻辑起草资产
5. 根据单一事实来源交叉检查每个数据

## 资产指南 (Asset Guidance)

### 路演 PPT (Pitch Deck)
建议流程：
1. 公司介绍 + 切入点 (Wedge)
2. 问题 (Problem)
3. 解决方案 (Solution)
4. 产品 / 演示 (Demo)
5. 市场 (Market)
6. 商业模式 (Business Model)
7. 牵引力 (Traction)
8. 团队 (Team)
9. 竞争 / 差异化 (Differentiation)
10. 诉求 (Ask)
11. 资金用途 / 里程碑
12. 附录

如果用户想要 Web 原生演示文稿，请将此技能与 `frontend-slides` 结合使用。

### 单页简介 / 备忘录 (One-Pager / Memo)
- 用一句简洁的话说明公司业务
- 展示为什么是现在 (Why Now)
- 尽早展示牵引力和证明点
- 明确表达诉求
- 确保声明易于验证

### 财务模型 (Financial Model)
包括：
- 明确的假设
- 在有用时提供悲观 (Bear) / 基础 (Base) / 乐观 (Bull) 情况
- 清晰的层级式营收逻辑
- 与里程碑挂钩的支出
- 当决策取决于假设时的敏感性分析

### 加速器申请 (Accelerator Applications)
- 针对性回答所提出的问题
- 优先考虑牵引力、洞察力和团队优势
- 避免吹嘘
- 保持内部指标与路演 PPT 及模型的一致性

## 应避免的红线 (Red Flags)

- 无法验证的声明
- 缺乏假设的模糊市场规模
- 团队角色或职位不一致
- 营收计算逻辑不严密
- 在假设脆弱的地方表现出过度的确定性

## 质量门禁 (Quality Gate)

交付前确认：
- 每个数字都符合当前的单一事实来源
- 资金用途和营收层级计算正确
- 假设清晰可见，而非被掩埋
- 叙述清晰，无浮夸语言
- 最终资产能够在合伙人会议中站得住脚


---
Source attribution: xu-xiang
Original project: https://github.com/xu-xiang/everything-claude-code-zh/blob/dfbf9467b90dfd29bffa842c4e0a6977112900e2/.agents/skills/investor-materials/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Copyright (c) 2026 Affaan Mustafa

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: xu-xiang
Original project: https://github.com/xu-xiang/everything-claude-code-zh/blob/dfbf9467b90dfd29bffa842c4e0a6977112900e2/.agents/skills/investor-materials/SKILL.md
Attribution basis: Source repository record

Fields of work: Finance & Accounting, Marketing, Sales
Roles: Business Development, Financial Analyst, Growth Marketer, Marketing Analyst, Product Marketer
Specialties: Specialty not specified
Tools: Google Sheets, Microsoft PowerPoint
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: de8a7c60954d2f1c9f3d38524658cf4457b79e1be07bd7f1a860ca6670b238f5