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investor-materials

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Chinese

Investor Materials

投资者相关材料

Build investor-facing materials that are consistent, credible, and easy to defend.
打造内容一致、可信度高且易于辩护的面向投资者的材料。

When to Activate

适用场景

  • 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
  • 创建或修订融资演示文稿（Pitch Deck）
  • 撰写投资者备忘录或单页介绍
  • 构建财务模型、里程碑计划或资金使用表
  • 填写加速器或孵化器申请问题
  • 以单一真实数据源为基准，统一多份筹款文档的内容

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.
所有投资者相关材料的内容必须保持一致。
在开始撰写前，需创建或确认以下信息的单一真实数据源：
  • 用户增长指标
  • 定价与收入假设
  • 融资规模与工具
  • 资金用途
  • 团队成员简介与职位
  • 里程碑与时间线
若出现数据冲突，需先解决冲突再开始起草。

Core Workflow

核心工作流程

  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. 梳理所有标准事实信息
  2. 识别缺失的假设条件
  3. 选择文档类型
  4. 基于明确逻辑起草文档
  5. 核对每一项数据，确保与真实数据源一致

Asset Guidance

各类文档指导

Pitch Deck

融资演示文稿（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
.
推荐流程：
  1. 公司介绍 + 切入点
  2. 问题阐述
  3. 解决方案
  4. 产品/演示
  5. 市场分析
  6. 商业模式
  7. 用户增长情况
  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
  12. 附录
如果用户需要网页版演示文稿，可将本技能与
frontend-slides
搭配使用。

One-Pager / Memo

单页介绍/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
  • 用简洁清晰的一句话说明公司业务
  • 阐述当前进入市场的时机优势
  • 尽早展示用户增长情况与验证依据
  • 明确提出融资需求
  • 确保所有主张易于验证

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
需包含：
  • 明确的假设条件
  • 必要时提供保守/基准/乐观三种场景
  • 清晰的逐层收入逻辑
  • 与里程碑挂钩的支出规划
  • 针对依赖假设条件的决策，提供敏感性分析

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
  • 精准回答问题
  • 优先突出用户增长、行业洞见与团队优势
  • 避免夸大其词
  • 确保内部指标与演示文稿及财务模型内容一致

Red Flags to Avoid

需避免的警示信号

  • 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
  • 无法验证的主张
  • 无假设依据的模糊市场规模数据
  • 团队角色或职位不一致
  • 收入计算逻辑混乱，无法清晰求和
  • 在假设条件不稳定的情况下，过度夸大确定性

Quality Gate

质量检验标准

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
交付前需确认：
  • 所有数据与当前真实数据源一致
  • 资金用途与收入分层计算准确无误
  • 假设条件清晰可见，而非隐藏
  • 叙事清晰，无夸大性语言
  • 最终文档可在合伙人会议中从容辩护