About Investor Relations
Investor Relations is a skill for fundraising and investor communications, intended for teams preparing to raise capital and maintain investor relationships. It covers fundraising preparation and recurring updates, including metrics, progress, challenges, and requests.
Key features
- 01Prepare pitch materials and a data room
- 02Shape fundraising narratives and financial projections
- 03Research and prioritize target investors
- 04Draft investor updates with metrics and progress
Use cases
- 01Prepare pitch materials and financial data for fundraising
- 02Organize and prioritize outreach to prospective investors
- 03Draft monthly investor progress updates
Install
Copy the command and run it in a terminal.
$
npx skills add https:/ / github.com/ jmsktm/ claude-settings --skill investor-relationsAfter installing, type/investor-relationsin Claude Code to confirm it loaded.
Details
From the project READMEInvestor Relations
Manage investor communications and fundraising processes professionally. From pitch decks to investor updates, build and maintain strong investor relationships.
Core Workflows
Workflow 1: Fundraising Prep
- Materials - Create pitch deck and data room
- Story - Craft compelling narrative
- Financials - Prepare projections and metrics
- Target List - Research and prioritize investors
- Outreach - Warm intros and cold outreach
Workflow 2: Investor Updates
- Metrics - Compile key performance indicators
- Highlights - Share wins and progress
- Challenges - Be transparent about obstacles
- Asks - Specific requests for help
- Distribution - Send consistent updates
Quick Reference
| Action | Command |
|---|---|
| Create update | "Draft investor update for [month]" |
| Pitch deck | "Create pitch deck for [company]" |
| Data room | "Set up investor data room" |
Comments
Markdown supported