Create compelling investor one-pagers and email briefs that capture attention and get meetings. Distill your pitch into scannable, high-impact documents with traction-focused cold emails and distribution strategy.
Tool Access
This skill inherits all available tools. When active, it can use any tool Claude has access to.
Skill Content
investor-brief-writer
Mission: Create a compelling investor brief (one-pager or executive summary) that captures attention, communicates your opportunity concisely, and gets investors to take a meeting. Distill your pitch deck into a scannable, high-impact document for email outreach and follow-ups.
STEP 0: Pre-Generation Verification
Before generating HTML output, verify all placeholders are populated:
Score Banner Placeholders
{{COMPANY_NAME}} - Company name
{{ROUND_NAME}} - Round type (Pre-Seed/Seed/Series A)
Your Format: [Choose one — e.g., "One-pager for email attachments + email brief for cold outreach"]
Question BF2: What is your target audience?
Audience Types:
Venture Capitalists (VCs)
What they care about: Market size, traction, team, exit potential
Tone: Professional, data-driven, ambitious
Angel Investors
What they care about: Problem, founders, early traction, passion
Tone: Personal, story-driven, mission-oriented
Strategic Investors (Corporates)
What they care about: Strategic fit, synergies, market disruption
Tone: Business-focused, industry insights, partnership potential
Your Target Audience: [e.g., "Seed-stage VCs focused on B2B SaaS"]
Content Structure (One-Pager)
Question CS1: What is your elevator pitch?
Elevator Pitch = 1-2 sentences that capture your entire company
Formula: [Company] is [what you do] for [target customer], helping them [achieve goal/solve problem].
Examples:
"Stripe is payment infrastructure for the internet, helping businesses accept payments in 135+ currencies."
"Figma is collaborative design software for product teams, enabling real-time design and prototyping in the browser."
"Notion is an all-in-one workspace for notes, docs, and projects, replacing multiple tools with one flexible platform."
Your Elevator Pitch:
[1-2 sentences capturing your company, target customer, and value]
Question CS2: What is your problem statement?
Problem Statement (2-3 sentences):
Who has the problem?
What is the problem?
How painful is it? (quantify with stats, time/money wasted, or customer quotes)
Example:
"Construction companies waste 30% of project budgets on manual procurement, invoicing, and payment processes. Project managers spend 10+ hours/week chasing approvals and invoices, while 70% of subcontractors face cash flow issues due to payment delays."
Your Problem Statement:
[2-3 sentences with specific pain points and quantification]
Question CS3: What is your solution statement?
Solution Statement (2-3 sentences):
What do you do?
How does it solve the problem?
What's the key benefit or outcome?
Example:
"BuildFlow automates procurement, invoicing, and payments for construction teams in one platform. Contractors save 10+ hours/week and reduce payment delays by 80%, improving cash flow and project profitability."
Your Solution Statement:
[2-3 sentences describing product, impact, and outcome]
Question CS4: What is your market opportunity?
Market Opportunity (1-2 sentences + numbers):
TAM (Total Addressable Market)
SAM (Serviceable Available Market) — optional
SOM (Serviceable Obtainable Market) — optional
Example:
"The global construction industry is a $10T market, with $800B in U.S. commercial construction annually. We're targeting $40B (5% of U.S. market) over the next 5 years."
Your Market Opportunity:
[1-2 sentences with TAM, SAM, or SOM]
Question CS5: What is your traction?
Traction Statement (2-4 key metrics):
Choose metrics that show momentum (revenue, customers, growth rate, retention, GMV, etc.)
Use specific numbers and growth rates
Example:
"$50K MRR, 20% MoM growth"
"200 paying customers (from 50 six months ago)"
"Processed $50M in transactions in 12 months"
"D30 retention: 50% (top decile for construction software)"
Your Traction Metrics (choose 2-4):
[Metric 1 with number and growth rate]
[Metric 2 with number and growth rate]
[Metric 3 with number and growth rate]
[Metric 4 with number and growth rate]
Question CS6: What is your competitive advantage?
Competitive Advantage (1-2 sentences):
Why are you different/better than alternatives?
What's your unfair advantage? (tech, team, distribution, data, brand, etc.)
Example:
"Unlike incumbents (Procore, Buildertrend), BuildFlow is mobile-first, 10x faster to implement, and 50% cheaper—built specifically for on-site teams, not back-office users."
Problem/Solution: "Solving [$10T problem] for [target customer]"
Question: "Are you investing in [sector] right now?"
Email Body Structure:
Paragraph 1: Hook (1-2 sentences)
Start with traction, problem, or social proof
Grab attention in first sentence
Paragraph 2: Company Overview (2-3 sentences)
Problem, solution, target customer
Paragraph 3: Traction (1-2 sentences)
Key metrics, growth rate, milestones
Paragraph 4: Ask (1 sentence)
Request a meeting, not a decision
Example Cold Email:
Subject: $50K MRR, 20% MoM growth — BuildFlow investor intro
Hi [Investor Name],
I'm reaching out because you've invested in B2B SaaS companies like [Portfolio Company], and we're building in a similar space.
We're BuildFlow — the operating system for construction teams. We automate procurement, invoicing, and payments for contractors, helping them save 10+ hours/week and reduce payment delays by 80%.
We're at $50K MRR with 200 paying customers, growing 20% MoM. We've processed $50M in transactions in the last 12 months, and retention is 50% D30 (top decile for construction software).
We're raising a $2.5M seed round and would love to share more. Do you have 15 minutes this week or next for a quick intro call?
Thanks,
[Your Name]
Your Cold Email (draft full email):
Subject: [Your subject line]
Body: [4 paragraphs: Hook, Company Overview, Traction, Ask]
Design & Formatting
Question DF1: How will you design your one-pager?
Design Principles for One-Pager:
Scannable: Use headers, bullet points, white space (investors should grasp the key points in 30 seconds)
Visual: Include 1-2 charts or images (traction chart, product screenshot, logo wall)
Branded: Use your company logo, brand colors, professional fonts
Concise: No paragraphs longer than 3-4 lines
Layout Options:
Option 1: Header + Sections (Vertical)
Header: Logo, tagline, contact info
Section 1: Problem (2-3 bullets)
Section 2: Solution (2-3 bullets + screenshot)
Section 3: Market (TAM/SAM/SOM)
Section 4: Traction (chart + metrics)
Section 5: Team (headshots + bios)
Section 6: Ask (amount, use of funds)
Option 2: Two-Column (Side-by-Side)
Left Column: Problem, Solution, Traction, Ask
Right Column: Market, Competitive Advantage, Team, Contact
Option 3: Front + Back (Double-Sided)
Front: Company overview, problem, solution, traction, ask
Back: Detailed metrics, team bios, contact info
Your Layout: [Choose one]
Design Tool:
☐ Google Docs (simple text, no graphics)
☐ Canva (templates, easy design)
☐ PowerPoint / Keynote (export as PDF)
☐ Figma (custom design, professional)
☐ Custom (hire designer)
Your Tool: [Choose one]
Distribution & Follow-Up
Question DU1: How will you distribute your investor brief?
Subject: Intro to [Your Company] (founders from [Previous Company])
Hi [Investor Name],
I'd like to introduce you to [Your Name], founder of [Your Company]. [He/She] is building [one-sentence pitch].
They're at [$X MRR], growing [Y% MoM], and raising a [$Z] seed round. I think it's a great fit for [Your Fund].
I'm attaching their one-pager. Let me know if you'd like an intro!
Best,
[Mutual Connection]
2. Cold Outreach Email
From: You
To: Target investor (found via AngelList, Crunchbase, LinkedIn)
Include: Email brief (in body) + one-pager attached (optional)
3. Post-Meeting Follow-Up
From: You
To: Investor you just met
Include: Thank you + one-pager + pitch deck + data room link
Example:
Subject: Thanks for the meeting — [Your Company] materials
Hi [Investor Name],
Thanks for taking the time to meet today. As discussed, here are our materials:
- **One-pager** (attached) — quick reference
- **Pitch deck** (attached) — full story
- **Data room** (link) — financials, metrics, customer references
Let me know if you have any questions. Looking forward to next steps!
Best,
[Your Name]
Your Distribution Strategy (choose 2-3):
[Channel 1] — e.g., "Warm intros via advisors"
[Channel 2] — e.g., "Cold outreach to 50 seed-stage VCs"
[Channel 3] — e.g., "Post-meeting follow-ups"
Question DU2: How will you track investor outreach?
Investor CRM (track all outreach):
Investor Name
Fund
Stage
Status
Last Contact
Next Step
Jane Doe
Sequoia
Seed
Intro Meeting
2024-11-15
Follow up with deck
John Smith
Andreessen
Seed
Pass
2024-11-10
N/A
Alice Johnson
First Round
Seed
Due Diligence
2024-11-20
Send customer references
CRM Tool:
☐ Spreadsheet (Google Sheets, Excel)
☐ Notion (database view)
☐ Airtable (relational database)
☐ CRM (HubSpot, Pipedrive, Affinity)
Your CRM Tool: [Choose one]
Status Categories:
Cold: Not yet contacted
Reached Out: Email sent, awaiting response
Intro Meeting: First meeting scheduled or completed
Partner Meeting: Second meeting with full partnership
Due Diligence: Investor is actively evaluating
Term Sheet: Term sheet received
Pass: Investor declined
Implementation Roadmap
Question IR1: What is your investor brief creation timeline?
Week 1: Content (Days 1-3)
Day 1: Pull content from pitch deck (problem, solution, traction, team, ask)
Day 2: Draft one-pager text (condense to fit 1 page)
Day 3: Draft cold outreach email (200-300 words)
Week 1: Design (Days 4-5)
Day 4: Design one-pager layout (choose tool, apply branding)
Day 5: Add visuals (traction chart, product screenshot, team headshots)
Week 2: Review & Finalize (Days 1-2)
Day 1: Review with co-founder/team, refine content
Day 2: Get feedback from 2-3 advisors, finalize
Week 2: Build Investor List (Days 3-5)
Day 3-4: Research 50-100 target investors (stage, sector, geography fit)
Day 5: Prioritize top 20 investors, find warm intro paths
Week 3: Outreach (Ongoing)
Send 5-10 emails per week (warm intros + cold outreach)
Track responses in CRM
Follow up with interested investors
STEP 4: Generate Comprehensive Investor Brief
You will now receive a comprehensive document covering:
Section 1: Executive Summary
Format choice (one-pager, executive summary, email brief)
Target audience (VCs, angels, strategics)
Distribution strategy (warm intros, cold outreach, post-meeting follow-ups)
Section 2: One-Pager Content
Header: Company name, logo, tagline, contact
Elevator Pitch: 1-2 sentence company overview
Problem: 2-3 sentences with customer pain points
Solution: 2-3 sentences with product description and impact
fundraising-strategy-planner → Use investor brief as outreach material
investor outreach → Send one-pager in warm intros and cold emails
post-meeting follow-ups → Include one-pager in follow-up email packages
HTML Editorial Template Reference
CRITICAL: When generating HTML output, you MUST read and follow the skeleton template files AND the verification checklist to maintain StratArts brand consistency.