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…