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:

1. Problem & Opportunity: Market pain points, data supporting the problem, timing factors
2. Solution: How the product/service solves the problem, technical innovations, competitive advantages
3. Product Demo: Product interface, core features, user experience flow, early traction data
4. Market Size: TAM/SAM/SOM analysis, growth trends, CAGR, data sources
5. Competition: Direct/indirect competitors, competitive positioning, differentiation
6. Business Model: Revenue sources, pricing strategy, unit economics (CAC, LTV, LTV/CAC), growth strategy
7. Traction & Milestones: Key achievements, growth metrics, partnerships, product iterations
8. Team: Core team members, backgrounds, complementary skills, advisors/investors
9. Financial Projections: 3-5 year forecasts (revenue, costs, profit, cash flow), assumptions, key ratios
10. 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