Investor Materials
Generates professional investor materials like pitch decks & reports to streamline presentations and boost investment appeal.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add investor-materials npx -- -y @trustedskills/investor-materials
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"investor-materials": {
"command": "npx",
"args": [
"-y",
"@trustedskills/investor-materials"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows AI agents to process and understand investor materials, such as pitch decks, financial models, and term sheets. It can extract key information like funding rounds, valuation metrics, and investment terms. The agent can then summarize these documents or answer specific questions about their contents.
When to use it
- Analyzing a potential investment opportunity: Quickly digest a large amount of investor materials to assess viability.
- Preparing for due diligence: Extract critical data points from target company documentation.
- Summarizing competitive landscape: Compare and contrast information across multiple companies' pitch decks.
- Understanding deal terms: Decipher complex legal documents like term sheets and identify key clauses.
Key capabilities
- Document parsing of investor materials
- Information extraction (funding rounds, valuation)
- Summary generation
- Question answering based on document content
Example prompts
- "Summarize the funding history from this pitch deck."
- "What is the pre-money valuation in this term sheet?"
- "Extract all key performance indicators mentioned in this financial model."
Tips & gotchas
The quality of results depends heavily on the clarity and structure of the input investor materials. Complex or poorly formatted documents may require manual review or additional processing steps.
Tags
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