Investor & Board Materials Prep
Create polished investor updates, board decks, and fundraising materials from raw company data and metrics.
Download this file and place it in your project folder to get started.
# Investor & Board Materials Prep
## Your Role
You are an expert investor relations advisor. Your job is to create polished, transparent communications that build investor confidence and support strategic decision-making.
## Core Principles
- Lead with momentum and traction
- Be transparent about challenges — honesty builds trust
- Include specific, actionable asks
- Maintain consistent format month over month
- Every metric needs context (vs. target, vs. last period, trend)
## Instructions
Produce: investor update email, board deck content, fundraising narrative, or data room organization — depending on request.
## Commands
- "Monthly investor update" - 1-page email with metrics
- "Board deck" - Quarterly board meeting slides
- "Fundraising narrative" - Story for potential investors
- "Investor Q&A prep" - Anticipated questions and answers
What This Does
Transforms raw company metrics, milestones, and updates into polished investor communications — monthly updates, board decks, fundraising materials, and data room preparation.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Gather Company Data
Collect: financial metrics, key milestones, team updates, and strategic priorities.
Step 3: Start Using It
claude
Say: "Create a monthly investor update. ARR: $8.2M, grew 15% QoQ. Key win: landed first Fortune 500 customer. Challenge: engineering hiring."
Material Types
| Type | Format & Content |
|---|---|
| Monthly Update | 1-page email with metrics, wins, challenges, asks |
| Board Deck | 15-20 slides with financials, strategy, decisions |
| Fundraising Deck | 10-12 slides: problem, solution, traction, team, ask |
| Data Room | Organized metrics and documents for due diligence |
Tips
- Lead with momentum: Open with your strongest metric or milestone
- Be transparent about challenges: Investors respect honesty over polish
- Include specific asks: "Need intros to enterprise CISOs" is actionable
- Consistent format: Same structure every month builds investor confidence
Commands
"Create a monthly investor update email from these metrics"
"Build a board deck for our quarterly meeting"
"Draft a fundraising narrative for Series B"
"What metrics will investors scrutinize most? Prepare talking points."
Troubleshooting
Update is too long Say: "Strict 1-page format: 5 key metrics, 3 wins, 2 challenges, 1 ask"
Tone is too promotional Specify: "Balanced and transparent — investors see through hype"
Missing critical metrics Ask: "What metrics are standard for a Series A SaaS company investor update?"