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investor-materials

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English
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Translation

Chinese

Investor Materials

投资者材料

Build investor-facing materials that are consistent, credible, and easy to defend.
制作信息一致、可信度高、经得起推敲的面向投资者的材料。

When to Activate

何时启用

  • 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
  • 创建或修订Pitch Deck
  • 撰写投资者备忘录或单页介绍（One-Pager）
  • 搭建财务模型、里程碑计划或资金使用表
  • 填写加速器或孵化器申请问题
  • 基于唯一事实基准对齐多份融资文档的内容

Golden Rule

黄金准则

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.
所有投资者材料的信息必须相互一致。
撰写前先创建或确认唯一的事实基准，包含以下内容：
  • 业务增长指标
  • 定价与营收假设
  • 融资规模与融资工具
  • 资金用途
  • 团队简介与头衔
  • 里程碑与时间规划
如果发现数据存在冲突，请先解决冲突再开始起草内容。

Core Workflow

核心工作流

  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
  1. 梳理所有权威事实
  2. 找出缺失的假设条件
  3. 选择物料类型
  4. 以清晰的逻辑起草物料
  5. 对照事实基准交叉核对所有数据

Asset Guidance

各类物料制作指引

Pitch Deck

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
.
推荐内容结构：
  1. 公司介绍 + 切入点
  2. 行业痛点
  3. 解决方案
  4. 产品/演示
  5. 市场情况
  6. 商业模式
  7. 业务进展
  8. 团队介绍
  9. 竞争格局/差异化优势
  10. 融资需求
  11. 资金用途/里程碑规划
  12. 附录
如果用户需要网页版演示文稿，可以将本技能与
frontend-slides
搭配使用。

One-Pager / Memo

One-Pager / 备忘录

  • 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
  • 用一句简洁的话说明公司业务
  • 说明为什么现在是入场的最佳时机
  • 尽早展示业务进展和佐证数据
  • 明确提出融资需求
  • 所有表述都要便于验证

Financial Model

财务模型

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
应包含以下内容：
  • 明确的假设条件
  • 按需提供悲观/中性/乐观三种场景预测
  • 分层清晰的营收计算逻辑
  • 与里程碑挂钩的支出规划
  • 针对决策相关的核心假设做敏感性分析

Accelerator Applications

加速器申请

  • answer the exact question asked
  • prioritize traction, insight, and team advantage
  • avoid puffery
  • keep internal metrics consistent with the deck and model
  • 紧扣问题作答
  • 重点突出业务进展、行业洞见和团队优势
  • 避免夸大其词
  • 内部数据需与Pitch Deck和财务模型保持一致

Red Flags to Avoid

需要规避的风险点

  • 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
  • 无法验证的表述
  • 无假设支撑的模糊市场规模估算
  • 前后不一致的团队角色或头衔
  • 计算有误的营收数据
  • 对并不牢靠的假设过度自信

Quality Gate

质量校验标准

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
交付前请确认：
  • 所有数据都与最新的事实基准一致
  • 资金用途和各层营收的计算准确无误
  • 假设条件清晰可见，没有被隐藏
  • 叙事逻辑清晰，无夸大宣传的措辞
  • 最终物料可以在投资者合作会议上经得起推敲