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

inventory the canonical facts
identify missing assumptions
choose the asset type
draft the asset with explicit logic
cross-check every number against the source of truth

梳理所有权威事实
找出缺失的假设条件
选择物料类型
以清晰的逻辑起草物料
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

Recommended flow:

company + wedge
problem
solution
product / demo
market
business model
traction
team
competition / differentiation
ask
use of funds / milestones
appendix

If the user wants a web-native deck, pair this skill with

frontend-slides

推荐内容结构：

公司介绍 + 切入点
行业痛点
解决方案
产品/演示
市场情况
商业模式
业务进展
团队介绍
竞争格局/差异化优势
融资需求
资金用途/里程碑规划
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