investor-letter-writer

investor-letter-writer is a skill for Claude Code, Codex from serejaris/kimi-skills. It costs 64 tokens per session (1,423 once invoked), scanned A, original, MIT.

A document-writing tool for investment memos, which are written analyses of a company, deal, or investment theme. It can produce text-focused DOCX or PDF documents, and summary-style PPTX files.

In plain words
What is it for?
Use it to draft venture deal memos, thematic investment analyses, public-equity memos, and investment theses.
Why use it?
It provides a defined structure and formatting approach for turning company or market research into an investment document. This reduces the work of organizing the analysis and preparing the file.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to draft venture deal memos, thematic investment analyses, public-equity memos, and investment theses.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/serejaris/kimi-skills/investor-letter-writer
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 serejaris/kimi-skills --skill investor-letter-writer
Clone the repo
git clone --depth 1 https://github.com/serejaris/kimi-skills

Made for: Claude Code, Codex.

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 investor-letter-writer

README.md
[![agentmods](https://agentmods.dev/badge/skills/serejaris/kimi-skills/investor-letter-writer/github.svg)](https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer)
Your own site
<a href="https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer"><img src="https://agentmods.dev/badge/skills/serejaris/kimi-skills/investor-letter-writer/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 investor-letter-writer

Your own site · 80×15
<a href="https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer"><img src="https://agentmods.dev/badge/skills/serejaris/kimi-skills/investor-letter-writer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,423 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.
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 $0.00064 $0.01423
Opus 5 $0.00032 $0.00711
Sonnet 5 $0.00013 $0.00285
Haiku 4.5 $0.00006 $0.00142

Measured 9d ago against content hash 3b78fdfb2384, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

investor-letter-writer 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 9d 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.

skills/investor-letter-writer/SKILL.md · 143 lines

How it starts

The opening of the file, as written. The whole thing — 143 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investment Memo Skill

Reference Source

  • Type: Uploaded artifact (two reference PDFs)
  • Reference artifact type: PDF
  • Reference File Type: PDF
  • Primary language: English (Latin script)
  • Reference fonts: Times New Roman (narrative memo), Helvetica (deal memo)

Supported Outputs

Format Support
DOCX Primary (default)
PDF Supported
PPTX Supported (summary/deck format only)

Default output: DOCX unless user explicitly requests another format.

Output Philosophy

Investment memos from both references are plain, text-first documents — black text on white paper, no cover page, no colored backgrounds, no styled boxes, no decorative elements. The formatting should be invisible; the analysis should carry all the weight.

Workflow Overview

  1. Determine memo type — thematic memo (default) vs. venture deal memo vs. public equity memo
  2. Gather inputs — company name, ticker, sector, data the user provides
  3. Conduct analysis using references/analysis_framework.md
  4. Draft content following references/structure_contract.md
  5. Apply formatting per references/style_contract.md
  6. Produce artifact in requested format (DOCX default)

Memo Type Selection

Trigger phrase / context Memo type Primary reference Heading style
"investment thesis on AI", "write about sector/theme", "market outlook", "bubble?" Thematic memo Narrative style Underlined
"invest in [company]", "deal memo", "VC memo", "seed/Series A" Venture deal memo Deal style Bold
"stock analysis", "equity research", "public company" Public equity memo Hybrid Underlined or Bold
"due diligence", "DD memo", "investment committee" IC memo Deal style Bold

Critical Style Rules

Read references/style_contract.md for the full specification. These rules are non-negotiable:

Read the full file on GitHub · 143 lines

Files

What ships with it

3 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. 9d ago First seen · 143 lines · 64 tokens per session scan A 3b78fdfb2384

Subscribe to this mod's changes

investor-letter-writer is a skill published in the GitHub repository serejaris/kimi-skills (6 stars, last pushed 1mo ago), licensed MIT. It adds 64 tokens to every session and 1,423 once invoked, about $0.0003 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 2026-09-03.

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