finance-investor-relations

finance-investor-relations is a skill for Claude Code from modu-ai/moai-cowork. It costs 180 tokens per session (4,929 once invoked), scanned A, original, Apache-2.0.

An investor-relations tool for preparing pitch decks and three-year financial models for fundraising. An IR, or investor-relations, deck explains a company to potential investors, while the model covers sales, profit, cash flow, and valuation.

In plain words
What is it for?
Use it to create a 12-slide pitch deck, forecast revenue, model profit and cash flow, estimate valuation, and prepare investor Q&A for rounds from Pre-Seed to Series B+.
Why use it?
It helps founders organize fundraising information around their investment stage and prepare consistent numbers and answers for investor questions.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the moai-accountant plugin — 11 skills, 2 agents, 1 MCP server shipped together

Good fit Use it to create a 12-slide pitch deck, forecast revenue, model profit and cash flow, estimate valuation, and prepare investor Q&A for rounds from Pre-Seed to Series B+.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/modu-ai/moai-cowork/finance-investor-relations
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add modu-ai/moai-cowork --skill finance-investor-relations
Clone the repo
git clone --depth 1 https://github.com/modu-ai/moai-cowork

Made for: Claude Code.

Or install moai-accountant, the plugin that ships this one along with the rest of its 11 skills, 2 agents, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for finance-investor-relations

README.md
[![agentmods](https://agentmods.dev/badge/skills/modu-ai/moai-cowork/finance-investor-relations/github.svg)](https://agentmods.dev/skills/modu-ai/moai-cowork/finance-investor-relations)
Your own site
<a href="https://agentmods.dev/skills/modu-ai/moai-cowork/finance-investor-relations"><img src="https://agentmods.dev/badge/skills/modu-ai/moai-cowork/finance-investor-relations/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for finance-investor-relations

Your own site · 80×15
<a href="https://agentmods.dev/skills/modu-ai/moai-cowork/finance-investor-relations"><img src="https://agentmods.dev/badge/skills/modu-ai/moai-cowork/finance-investor-relations.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 180 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,929 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00180 $0.04929
Opus 5 $0.00090 $0.02465
Sonnet 5 $0.00036 $0.00986
Haiku 4.5 $0.00018 $0.00493

Measured 13d ago against content hash b09ad25c58fd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

finance-investor-relations scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 13d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/moai-accountant/skills/finance-investor-relations/SKILL.md · 371 lines

How it starts

The opening of the file, as written. The whole thing — 371 lines — stays where its author put it; the contents beside it link to each section on GitHub.

투자자 관계 (Investor Relations)

투자 유치를 위한 IR 자료와 재무 모델을 체계적으로 준비합니다. 시리즈 A/B 투자 유치용 피칭 덱, 재무 모델, 매출 예측, 손익분석, 현금흐름, 밸류에이션을 작성하여 투자자를 설득하는 전문적인 IR 자료를 생성합니다.

개요

이 스킬은 투자 단계(Pre-Seed, Seed, Series A, Series B+)에 맞는 IR 자료를 준비합니다. 12슬라이드 표준 피칭 덱 구조, 3개년 재무 모델, 밸류에이션, 투자자 예상 질문 Q&A를 포함한 종합적인 IR 자료를 생성합니다.

트리거 키워드

  • 투자, IR, 피칭, 투자자 보고서
  • 재무모델, 매출 예측, 손익분석, 현금흐름
  • 밸류에이션, 시리즈 A, 투자 유치
  • investor deck, financial model, pitch deck

실전 IR Deck 설계 패턴 (한국 2026 시리즈A 시장)

2026년 한국 스타트업 투자 환경은 승자독식 구조 심화입니다. 전체 투자 건수는 줄어드는데 100억+ 대형 라운드는 늘었고, 그 75%가 정부 6대 전략산업(AI·바이오·콘텐츠·방산·에너지·첨단제조)에 집중되고 있습니다. 시드는 가능성과 문제 인식에 베팅하지만 시리즈 A는 그 가능성이 지표로 입증되었는지 확인하는 단계입니다.

슬라이드별 본질 vs 안티 패턴

슬라이드 본질 안티 패턴
시장 분석 구조적 균열·패러다임 시프트 포착 "00조 시장" 일반론 나열
시장 규모 Bottom-up [고객수 × 단가 × 빈도] 산식 Top-down "시장의 1% 점유"
경쟁사 분석 격차가 만들어지는 구조적 지점 기능·가격 비교표, 로고 나열
SWOT "어디서 이길지 + 무엇을 포기했나" 4칸 나열식 진단표
PMF CAC·LTV·Retention·Churn·Unit Economics 누적 가입자·다운로드 (허무 지표)
트랙션 차트 변곡점 + 트리거 이벤트 명시 단순 우상향 그래프
재무 전망 보수적 가정 + 명확한 산식 "시장 1% 점유" 막연 낙관
글로벌 확장 구체적 진출국·진출 시점·자원 "추후 글로벌 진출 계획" 추상

핵심 운영 원칙 8가지 (2026 한국)

① TAM·SAM·SOM 전략적 배치

  • TAM = 사업의 구조적 상한선 (장기 꿈). "충분히 큰 게임인가" 입증.
  • SAM = "포기한 영역"의 정의. 무엇을 안 할지 명시되어야 집중 전략이 드러남.
  • SOM = 1-3년 영업 가능 매출. 작아도 무방, 단 영업 전략과 직결되어야 함.

② 도메인별 북극성 지표 (NSM) — 2026 한국 SaaS 검증

비즈니스 NSM 가드레일
SaaS·구독 Weekly Active Engaged Users / ARR LTV:CAC ≥ 3:1
마켓플레이스 수수료 매출 + 재구매율 (GMV X) Net Take Rate
딥테크·B2B PoC 통과율 + 앵커 고객 수 영업 사이클 단축률
AI·머신러닝 모델 활용도·인용률 Inference 비용/매출
피지컬 AI (로봇·자율주행) 현장 작업 사이클 타임·정확도 단위 비용 절감률

같은 산업도 단계에 따라 NSM이 달라짐 — 우리만의 단일 지표 선언이 핵심.

③ 코호트 리텐션 커브 = PMF 신호 누적 가입자는 성장 착시. 월·분기별 코호트 리텐션 그래프에서 "0으로 수렴하지 않는 평평한 구간" 이 PMF 신호. Revenue Churn(매출 이탈률)도 별도 관리 — 사용자 유지되어도 매출 줄면 PMF 무효.

④ 사회적 증거 (B2B 한국 시장 필수) "누가 우리를 검증했는가"가 가장 강력한 PMF. 대기업·대학·기관과의 PoC 사례, 베타 협업, 공동 연구는 내부 데이터보다 신뢰도 높음. 신생 B2B는 앵커 고객 1-2개 확보 후 IR 진입. 2026 한국 시리즈A 트렌드는 VC + CVC + 정책금융 + 은행 직접 투자 복합 구조 다양화.

Read the full file on GitHub · 371 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 13d ago First seen · 371 lines · 180 tokens per session scan A b09ad25c58fd

Subscribe to this mod's changes

finance-investor-relations is a skill published in the GitHub repository modu-ai/moai-cowork (300 stars, last pushed 9d ago), licensed Apache-2.0. It adds 180 tokens to every session and 4,929 once invoked, about $0.0009 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.