Financing Presentation
Overview
This skill transforms project data into professional HTML financing presentations. It guides users through collecting essential information for each slide section and generates a complete 12-page investment pitch deck in HTML format.
Workflow
Step 1: Collect Project Information
Ask the user to provide the following information:
Required for all presentations:
- Project name
- One-line slogan
- Founder name and contact information
For each slide section, collect:
- Problem & Opportunity: Market pain points, data supporting the problem, timing factors
- Solution: How the product/service solves the problem, technical innovations, competitive advantages
- Product Demo: Product interface, core features, user experience flow, early traction data
- Market Size: TAM/SAM/SOM analysis, growth trends, CAGR, data sources
- Competition: Direct/indirect competitors, competitive positioning, differentiation
- Business Model: Revenue sources, pricing strategy, unit economics (CAC, LTV, LTV/CAC), growth strategy
- Traction & Milestones: Key achievements, growth metrics, partnerships, product iterations
- Team: Core team members, backgrounds, complementary skills, advisors/investors
- Financial Projections: 3-5 year forecasts (revenue, costs, profit, cash flow), assumptions, key ratios
- Funding Needs: Amount sought, valuation (if applicable), use of funds, runway, expected milestones, ROI expectations
Step 2: Generate HTML Presentation
Use the template from assets/financing_template.html to create the presentation.
MANDATORY - READ ENTIRE FILE: Before proceeding, you MUST read assets/financing_template.html completely. NEVER set range limits when reading this file.
Replace placeholder content with collected information:
- Page 1 (cover): Project name, slogan, founder contact
- Pages 2-11: Content sections based on collected data
- Page 12 (final): Investment highlights summary
Step 3: Review and Refine
Ensure the presentation:
- Has clear, compelling messaging
- Uses specific data points and metrics
- Maintains professional formatting
- Flows logically from problem to solution to opportunity
Slide Structure
The presentation follows this 12-page structure:
| Page | Type | Title | Key Content |
|---|---|---|---|
| 1 | cover | [项目名称]融资演示 | Slogan, founder contact |
| 2 | content | 问题与机会 | Market pain points, timing, data support |
| 3 | content | 解决方案 | Product/service, innovation, competitive advantage |
| 4 | content | 产品展示 | Interface, features, user experience, traction |
| 5 | content | 市场规模 | TAM/SAM/SOM, growth trends, CAGR |
| 6 | content | 竞争格局 | Competitor analysis, positioning, differentiation |
| 7 | content | 商业模式 | Revenue, pricing, unit economics, growth |
| 8 | content | 牵引力与里程碑 | Achievements, metrics, partnerships |
| 9 | content | 团队介绍 | Team members, backgrounds, complementary skills |
| 10 | content | 财务预测 | 3-5 year forecasts, assumptions, ratios |
| 11 | content | 融资需求 | Amount, use of funds, runway, ROI |
| 12 | final | 投资亮点总结 | 3-5 key points, call to action |
Best Practices
Content Quality:
- Use specific numbers and data points (e.g., "市场规模达100亿元" not "市场规模很大")
- Include credible data sources when referencing market data
- Show, don't tell (use examples, case studies, testimonials)
- Be concise and focused on key messages
Visual Design:
- Maintain consistent styling throughout all slides
- Use professional color schemes and typography
- Ensure text is readable and well-organized
- Include visual elements (charts, diagrams) where appropriate
Storytelling:
- Create a compelling narrative arc from problem to opportunity
- Emphasize unique value proposition
- Build credibility with data and traction
- End with strong call to action
Common Traps
NEVER do these things:
- Use vague or unsubstantiated claims
- Overpromise without evidence
- Ignore or misrepresent competitors
- Use generic templates without customization
- Include irrelevant information that dilutes the message
AVOID these mistakes:
- Missing key data points (market size, traction, team)
- Inconsistent formatting across slides
- Overcrowding slides with too much text
- Failing to explain the "why" behind the "what"
- Not tailoring the presentation to the audience
Resources
scripts/
generate_presentation.py- Script to generate HTML presentation from JSON data
assets/
financing_template.html- HTML template for the presentation
references/
financing_guide.md- Detailed guide on creating effective financing presentations