feat: add 27 new skills across 7 professions — 80 skills, 21 plugins (v5.0.0)
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mohitagw15856
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{
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"$schema": "https://anthropic.com/claude-code/plugin.schema.json",
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"name": "pm-finance",
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"version": "1.0.0",
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"description": "Finance skills: Financial Model Narrative, Budget Variance Analysis, Investor Pitch Deck, Financial Due Diligence. Turn numbers into board-ready narratives, explain variances, structure pitch decks, and generate DD checklists.",
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"author": {
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"name": "Mohit Aggarwal",
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"email": "mohit15856@gmail.com"
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},
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"homepage": "https://github.com/mohitagw15856/pm-claude-skills",
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"license": "MIT",
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"keywords": ["finance", "financial-model", "budget", "variance", "pitch-deck", "due-diligence", "investor"]
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}
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---
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name: budget-variance-analysis
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description: "Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a categorised variance table with root cause analysis and management commentary."
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---
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# Budget Variance Analysis Skill
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Produces a complete variance analysis from numbers through to root cause explanation and management commentary.
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## Required Inputs
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- **Actuals and budget figures** (paste as table or describe line by line)
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- **Period** (month / quarter / YTD)
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- **Materiality threshold** (e.g. £10k or 5%)
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- **Known reasons for variances** (if any)
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- **Audience** (CFO / board / management / auditor)
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## Output Structure
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### 1. Variance Summary Table
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| Line Item | Budget | Actual | Variance £ | Variance % | F/A |
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|---|---|---|---|---|---|
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| Revenue | | | | | |
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| Cost of Sales | | | | | |
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| Gross Profit | | | | | |
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| Opex | | | | | |
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| EBITDA | | | | | |
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F = Favourable | A = Adverse
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### 2. Material Variance Commentary
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For each variance above threshold:
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**[Line item] — £[amount] F/A ([%])**
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- **Root cause:** [Specific explanation — not "timing" without detail]
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- **Permanent or timing?** Will this reverse next period?
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- **Management action:** What is being done
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- **Forecast impact:** Does this change full-year outlook?
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### 3. Top 3 Variances Requiring Attention
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Ranked by materiality and strategic significance.
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### 4. Forecast Revision
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Does the full-year forecast need updating? State revised expectation and key assumptions.
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### 5. Executive Summary
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3-4 sentences of management commentary suitable for a board pack.
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## Quality Checks
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- All variances above threshold explained
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- Root causes specific (not vague)
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- Favourable/Adverse correctly labelled
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- Forecast impact stated for material variances
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## Example Trigger Phrases
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- "Write a variance analysis for these actuals vs budget: [paste]"
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- "Explain why we are over budget on [cost line]"
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- "Write the variance commentary for our finance review"
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- "Produce a budget vs actual analysis for Q[N]"
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---
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name: financial-due-diligence
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description: "Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment."
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---
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# Financial Due Diligence Skill
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Produces a structured financial due diligence framework — document request list and analytical questions — for any investment, acquisition, or significant commercial relationship.
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## Required Inputs
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- **Transaction type** (acquisition / investment / partnership / supplier / fundraise)
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- **Stage of diligence** (initial screening / full DD / confirmatory)
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- **Target company type** (startup / SME / listed / subsidiary)
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- **Key concerns** (optional — e.g. revenue recognition, customer concentration)
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## Output Structure
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### 1. Document Request List
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**Financial Statements**
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- Audited accounts for last 3 years
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- Management accounts for current year (monthly)
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- Board-approved budget and latest reforecast
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- 3-year financial model with assumptions
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**Revenue**
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- Revenue by customer (top 20, % of total)
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- Revenue by product/segment
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- Contracted vs recurring vs one-off breakdown
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- Churn and renewal data
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**Costs**
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- Cost of sales breakdown
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- Headcount by department with compensation detail
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- Top 10 supplier contracts
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**Cash and Debt**
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- Bank statements (12 months)
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- Debt schedule with covenants and maturity
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- Working capital analysis
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**Tax**
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- Last 3 years tax returns
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- Any open enquiries
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- R&D tax credit claims
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### 2. Key Analytical Questions
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**Revenue quality:** Is revenue growing organically? What % is truly recurring? Customer concentration risk?
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**Margin analysis:** Gross margin trend over 3 years? One-off items inflating EBITDA? Normalised EBITDA?
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**Cash conversion:** Does profit convert to cash? Cash conversion cycle? Working capital red flags?
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**Debt and liabilities:** Net debt position? Contingent liabilities? Covenant headroom?
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### 3. Red Flags Checklist
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- Revenue concentration over 30% in one customer
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- Declining gross margins without explanation
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- EBITDA-to-cash conversion below 70%
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- Auditor qualifications or emphasis of matter
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- Related party transactions not at arm length
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- Aggressive revenue recognition
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- Growing debtor days with no explanation
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### 4. Summary Output Template
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- Revenue quality: [Assessment]
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- Margin sustainability: [Assessment]
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- Cash generation: [Assessment]
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- Balance sheet risk: [Assessment]
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- Overall: Green Strong / Amber Acceptable / Red Material concerns
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## Example Trigger Phrases
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- "Give me a financial due diligence checklist for [company type]"
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- "What documents should I request for financial DD?"
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- "Build a DD framework for our Series A investment"
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---
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name: financial-model-narrative
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description: "Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary."
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---
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# Financial Model Narrative Skill
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Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.
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## Required Inputs
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- **Financial data** (paste key figures: revenue, costs, margins, EBITDA, cash)
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- **Period covered** (month / quarter / annual / multi-year)
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- **Audience** (board / investors / management / bank / internal)
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- **Key message** (what is the headline story?)
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- **Actuals vs budget / prior period?** (comparison context)
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## Output Structure
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### 1. Headline Summary
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3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.
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### 2. Revenue
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- Performance vs prior period / budget
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- Key drivers: what caused the movement
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- Risks or opportunities in the revenue line
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### 3. Costs and Margins
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- Gross margin: % and trend
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- Key cost movements and why
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- EBITDA performance and drivers
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- One-off items clearly flagged
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### 4. Cash and Balance Sheet
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- Cash position and movement
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- Runway (for startups)
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- Key working capital movements
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### 5. Variance Analysis
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For each significant variance:
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**[Line item] — Over/Under by [amount]**
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- **Cause:** [Plain English explanation]
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- **Permanent or temporary?** One-time / Structural
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- **Action being taken:** [If applicable]
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### 6. Forward-Looking Commentary
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- Expected next period
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- Key risks to forecast
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- Key opportunities
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- Any reforecast or guidance change
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## Writing Rules
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- Never just restate a number — always explain what it means
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- Flag variances over 10% automatically
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- Use past tense for actuals, conditional for forecast
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- One insight per paragraph
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## Example Trigger Phrases
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- "Write a financial narrative for these results: [paste numbers]"
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- "Turn this P&L into a board narrative"
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- "Write the finance section of our board pack"
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- "Explain these financial results in plain English"
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---
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name: investor-pitch-deck
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description: "Build the narrative and slide structure for an investor pitch deck. Use when asked to create a pitch deck, investor presentation, fundraising deck, or startup pitch. Produces a slide-by-slide structure with narrative beats, key messages, and what each slide must prove to an investor."
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---
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# Investor Pitch Deck Skill
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Builds the complete narrative and slide structure for an investor pitch deck — focused on what investors need to see, not what founders want to show.
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## Required Inputs
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- **Company name and one-line description**
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- **Stage** (Pre-seed / Seed / Series A / Series B)
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- **Ask** (how much raising and what for)
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- **Key metrics** (revenue, growth, users, retention)
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- **Target investors** (generalist / sector-specific / angels)
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- **Deck length** (10 / 12 / 15 slides)
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## Output Structure
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For each slide:
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- **What this slide must prove** (the investor question it answers)
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- **Content guidance** (specific, not generic)
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- **Common mistake to avoid**
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---
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**Slide 1: Cover** — Proves you can say what you do in one sentence.
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**Slide 2: Problem** — Proves the problem is real, painful, and large. Lead with the human problem, not market size.
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**Slide 3: Solution** — Proves your solution is meaningfully better. Focus on outcome, not features.
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**Slide 4: Product** — Proves this is real and works. Show the actual product.
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**Slide 5: Traction** — Proves people want this. Show retention and revenue, not signups.
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**Slide 6: Market** — Proves the market is large enough. Use bottoms-up TAM where possible.
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**Slide 7: Business Model** — Proves you understand unit economics. Include CAC and LTV.
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**Slide 8: Go-To-Market** — Proves you can acquire customers efficiently. Focus on what is actually working.
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**Slide 9: Competition** — Proves you understand the landscape. Never say "no competitors."
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**Slide 10: Team** — Proves this team can execute this opportunity. One sentence per person, specific.
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**Slide 11: Financials** — Proves you understand your business. Show assumptions, not just projections.
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**Slide 12: The Ask** — Proves you know exactly what you need. Specific use of funds and 18-month milestones.
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## Narrative Principles
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- Every slide answers one investor question
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- Investors decide go/no-go on slides 1-5 — front-load evidence
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- Keep to 10-12 slides for a first meeting
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## Example Trigger Phrases
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- "Build a pitch deck structure for [company]"
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- "Help me structure my Series A deck"
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- "What slides should my investor pitch have?"
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