investor-materials

Create consistent, credible investor materials aligned to a single source of truth.

Works with

Claude CodeCursorClineWindsurfCodexGooseGitHub CopilotZed

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Install Skill

Run in your terminal

$npx skills add https://github.com/affaan-m/everything-claude-code --skill investor-materials

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this week

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What it does

  • Covers pitch decks, one-pagers, investor memos, financial models, accelerator applications, and use-of-funds tables

  • Enforces cross-document consistency by establishing canonical facts (traction, pricing, raise size, team, milestones) before drafting

  • Includes structured guidance for each asset type, from pitch deck slide order to financial model assumptions and sensitivity analysis

  • Flags common red

Category

Productivity

Last updated

Apr 8, 2026

Installation Guide

How to use investor-materials on Cursor

AI-first code editor with Composer

1

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

  • Cursor installed and configured on your machine
  • Node.js 16+ with npm — verify with node --version
  • Active project directory where you want to add investor-materials
2

Run the install command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/affaan-m/everything-claude-code --skill investor-materials

Fetches investor-materials from affaan-m/everything-claude-code and configures it for Cursor.

3

Select Cursor when prompted

The CLI shows a list of agents. Use arrow keys and space to select Cursor:

◆ Which agents do you want to install to?
│ ── Universal (.agents/skills) ────────────────
│ · Cline · Codex · Goose · Windsurf
│ ●Cursor(selected)
│ · Cursor · Aider · Continue
4

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/investor-materials

Restart Cursor to activate investor-materials. Access via /investor-materials in your agent's command palette.

Security Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.

Documentation

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

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Use Cases

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

Save 3-5 hours/week on communication overhead

Implementation Guide

Prerequisites

  • Claude Desktop or compatible AI client
  • Access to product documentation and roadmap tools (Jira, Notion, etc.)
  • Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
  • Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Steps

  1. 1Install product management skill
  2. 2Start with user story generation for known feature
  3. 3Progress to competitive analysis: research 2-3 competitors
  4. 4Use for roadmap prioritization: apply RICE/ICE scoring
  5. 5Draft stakeholder communications and refine based on feedback
  6. 6Build template library for recurring PM tasks
  7. 7Share effective prompts with product team

Common Pitfalls

  • Not validating competitive research—verify facts before sharing
  • Accepting user stories without involving engineering team
  • Over-relying on frameworks without qualitative judgment
  • Not customizing outputs to company culture and communication style
  • Skipping stakeholder validation of generated requirements

Best Practices

✓ Do

  • +Validate research and competitive analysis with real data
  • +Collaborate with engineering when generating technical requirements
  • +Customize frameworks and templates to your company context
  • +Use skill for first drafts, refine with stakeholder input
  • +Document successful prompt patterns for PM tasks
  • +Combine AI efficiency with human judgment and intuition

✗ Don't

  • Don't publish competitive analysis without fact-checking
  • Don't finalize user stories without engineering review
  • Don't make prioritization decisions solely on AI scoring
  • Don't skip customer validation of generated requirements
  • Don't ignore company-specific context and culture

💡 Pro Tips

  • Provide context: company goals, constraints, customer feedback
  • Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
  • Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
  • Use skill for 70% generation + 30% customization to company needs

When to Use This

✓ Use when

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid when

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path

  1. 1Basic: user stories, feature specs, status updates
  2. 2Intermediate: competitive analysis, prioritization frameworks, PRDs
  3. 3Advanced: product strategy, go-to-market planning, OKR setting
  4. 4Expert: product vision, market positioning, business model innovation

Related Skills

Reviews

4.834 reviews
  • T
    Tariq OkaforDec 28, 2024

    I recommend investor-materials for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • P
    Pratham WareDec 12, 2024

    investor-materials reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • I
    Isabella MenonDec 12, 2024

    Registry listing for investor-materials matched our evaluation — installs cleanly and behaves as described in the markdown.

  • D
    Daniel LopezDec 8, 2024

    investor-materials reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • I
    Ira ThompsonNov 27, 2024

    I recommend investor-materials for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • I
    Isabella ThompsonNov 19, 2024

    investor-materials reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • Y
    Yash ThakkerNov 3, 2024

    I recommend investor-materials for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • I
    Isabella BansalNov 3, 2024

    Useful defaults in investor-materials — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.

  • D
    Dhruvi JainOct 22, 2024

    Useful defaults in investor-materials — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.

  • I
    Isabella RamirezOct 22, 2024

    I recommend investor-materials for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

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