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Investor KPI Snapshot

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 18, 2026

Trigger check passed

Editorially graded · Aug 18, 2026

Generates a single-page, editable investor KPI snapshot slide (PPTX + PDF) from a founder's raw ARR/MRR, margin, burn, cash, CAC, and LTV figures, applying standardized metric definitions, correctly-directioned benchmark bars, and like-for-like trend indicators. Use when preparing a monthly or quarterly investor update or a fundraising deck page and the founder has current-period KPI numbers to turn into an investor-ready snapshot slide.

What you get

An installable SKILL.md file for your AI assistant. Produces a PowerPoint deck (.pptx) and a PDF.

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Build me an investor KPI snapshot for Q4 2025. Company is Northwind Labs. ARR is $3.6M, was $3.0M at end of Q3. Gross margin 78%. Cash on hand $2.1M. Monthly burn: October 180K, November 195K, December 210K. We spend about 60K/month on S&M and add roughly 7 new customers per month. Average ARPA is $1,200/mo, monthly gross churn is 1.5%. No EBITDA or FCF margin tracked yet. We don't have a valuation figure handy. Prior month's ARR was $3.3M if that helps.
Sample output
Sample output produced by the Investor KPI Snapshot skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Northwind Labs — Investor KPI Snapshot | Q4 2025
ARR: $3.6M, ▲ from $3.0M
ARR Growth (QoQ): 20.0%, ▲
Gross Margin: 78%, yellow chip, benchmark bar 60–80% with marker at 78%
Runway: 10.8 mo, yellow chip, benchmark bar with marker at 10.8
LTV:CAC: 7.3 : 1, green chip, benchmark bar 1.5–3:1 with marker at 7.3
Burn Multiple: 0.98x, green chip, benchmark bar 1.0–2.0x with marker at 0.98
Burn Rate: $195K/mo, neutral gray chip, no benchmark bar

Goes well with

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