startup-ideation-kit 1.0.0 → 2.0.0

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Files changed (42) hide show
  1. package/README.md +46 -34
  2. package/bin/cli.js +7 -1
  3. package/package.json +7 -3
  4. package/skills/sk-competitors/SKILL.md +284 -0
  5. package/skills/sk-competitors/references/honesty-protocol.md +72 -0
  6. package/skills/sk-competitors/references/research-principles.md +54 -0
  7. package/skills/sk-competitors/references/research-scaling.md +106 -0
  8. package/skills/sk-competitors/references/research-synthesis.md +237 -0
  9. package/skills/sk-competitors/references/research-wave-1-profiles-pricing.md +186 -0
  10. package/skills/sk-competitors/references/research-wave-2-sentiment-mining.md +189 -0
  11. package/skills/sk-competitors/references/research-wave-3-gtm-signals.md +192 -0
  12. package/skills/sk-competitors/references/verification-agent.md +126 -0
  13. package/skills/sk-export/SKILL.md +36 -12
  14. package/skills/sk-leads/SKILL.md +9 -8
  15. package/skills/sk-money/SKILL.md +7 -6
  16. package/skills/sk-niche/SKILL.md +3 -3
  17. package/skills/sk-offer/SKILL.md +15 -6
  18. package/skills/sk-pitch/SKILL.md +461 -0
  19. package/skills/sk-pitch/references/honesty-protocol.md +62 -0
  20. package/skills/sk-pitch/references/pitch-frameworks.md +261 -0
  21. package/skills/sk-pitch/references/research-principles.md +64 -0
  22. package/skills/sk-pitch/references/research-scaling.md +96 -0
  23. package/skills/sk-pitch/references/research-synthesis.md +423 -0
  24. package/skills/sk-pitch/references/research-wave-1-audience-narrative.md +164 -0
  25. package/skills/sk-pitch/references/research-wave-2-competitive-framing.md +159 -0
  26. package/skills/sk-pitch/references/verification-agent.md +129 -0
  27. package/skills/sk-positioning/SKILL.md +318 -0
  28. package/skills/sk-positioning/references/frameworks.md +132 -0
  29. package/skills/sk-positioning/references/honesty-protocol.md +72 -0
  30. package/skills/sk-positioning/references/research-principles.md +64 -0
  31. package/skills/sk-positioning/references/research-scaling.md +96 -0
  32. package/skills/sk-positioning/references/research-synthesis.md +419 -0
  33. package/skills/sk-positioning/references/research-wave-1-alternatives.md +236 -0
  34. package/skills/sk-positioning/references/research-wave-2-market-frame.md +208 -0
  35. package/skills/sk-positioning/references/verification-agent.md +128 -0
  36. package/skills/sk-skills/SKILL.md +9 -8
  37. package/skills/sk-validate/SKILL.md +8 -6
  38. package/skills/startupkit/SKILL.md +39 -17
  39. package/templates/competitors-template.md +43 -0
  40. package/templates/pitch-template.md +48 -0
  41. package/templates/positioning-template.md +51 -0
  42. package/templates/session-template.md +26 -7
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+ # Pitch Research Synthesis Protocol
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+
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+ ## Before Writing
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+
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+ 1. Read ALL raw files in `{project-name}/raw/` before writing anything
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+ 2. Read ALL prior session files (from startup-design, startup-competitors, startup-positioning) if they exist
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+ 3. Identify the strongest pitch elements — what's most impressive about this company?
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+ 4. Determine the optimal pitch order based on strengths
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+ 5. Check if the pitch was built with or without validated research data — this affects the scorecard
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+
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+ ## Cross-Source Connections to Look For
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+
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+ These are pitch-specific patterns that emerge when you combine research with founder data:
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+
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+ - **Strong traction + weak insight = lead with traction** — the numbers speak for themselves
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+ - **Weak traction + strong insight = lead with insight** — reframe the conversation around the thesis
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+ - **Strong team + emerging market = lead with team** — investors bet on people in uncertain markets
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+ - **Large market + clear model = lead with opportunity** — the math is compelling
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+ - **Comparable success story + similar approach = use the analogy** — investors love pattern-matching
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+ - **Investor fatigue in space + unique angle = differentiate the narrative** — show you're different
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+ - **Strong "why now" + weak traction = lead with timing** — the wave is more impressive than the surfer
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+ - **Competitive gaps + unique attributes = frame against competitors** — show the opening
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+
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+ ## Confidence Rating
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+
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+ Apply to every major claim in the pitch materials:
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+
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+ - **High:** Multiple sources agree, data is recent, verifiable
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+ - **Medium:** Some evidence but gaps, or data partially disagree
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+ - **Low:** Limited data, mostly inferred, or data older than 12 months
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+
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+ In the pitch itself, only use High and Medium confidence claims. Low confidence items go in the appendix as "areas to strengthen."
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+
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+ ---
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+
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+ ## Pitch Construction Process
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+
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+ ### Step 1: Identify Pitch DNA
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+
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+ Before writing anything, answer these questions:
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+
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+ 1. **What's the single most impressive thing about this company?** (This determines pitch order)
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+ 2. **What's the 2-sentence description?** (This is non-negotiable — must be crystal clear)
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+ 3. **What's the unique insight?** (This separates a pitch from a product description)
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+ 4. **What's the "why now"?** (Timing thesis — what makes this moment right)
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+ 5. **What's the biggest weakness?** (Must have a prepared answer)
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+
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+ ### Step 2: Assemble the Building Blocks
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+
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+ Map available data to the 8 pitch elements:
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+
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+ | Element | Source | Strength | Notes |
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+ |---------|--------|----------|-------|
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+ | What You Do | Intake / positioning-statement.md | | |
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+ | Traction | Intake / scorecard.md | | |
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+ | Unique Insight | Intake / research | | |
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+ | Business Model | lean-canvas.md / revenue-model.md | | |
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+ | Market Size | market-analysis.md / intake | | |
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+ | Team | Intake | | |
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+ | The Ask | Intake | | |
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+ | Why Now | Wave 2 research / intake | | |
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+
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+ Strength ratings: Strong / Adequate / Weak / Missing
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+
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+ **Data Foundation Check:** Note whether each element is backed by validated research (from prior startup skills) or self-reported data (from intake only). This affects the scorecard in Phase 4.
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+
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+ ### Step 3: Determine Pitch Order
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+
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+ Based on element strengths, select the template from `pitch-frameworks.md`:
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+ - Strongest element is Traction → Traction-Led
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+ - Strongest element is Team → Team-Led
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+ - Strongest element is Insight → Insight-Led
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+ - No clear standout → Pre-Traction (default)
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+
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+ ### Step 4: Write the Narrative
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+
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+ Construct the pitch as a continuous story, not a collection of sections. Each element should flow naturally into the next. The narrative should feel like:
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+
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+ "Here's what we do. [Here's why it's working / Here's what we know / Here's who we are.] Here's the problem we're solving. Here's our solution. Here's how big this can get. Here's how we make money. Here's why we're the team to do it. Here's what we need."
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+
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+ ### Step 5: Generate All Requested Formats
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+
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+ From the full narrative, derive each format by compression — not by rewriting from scratch. Each shorter format is a subset of the full pitch.
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+
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+ ---
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+
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+ ## Output File Templates
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+
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+ ### pitch-full.md
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+
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+ ```markdown
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+ # Full Pitch Narrative: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## Pitch DNA
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+ - **Lead element:** {traction/team/insight/market}
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+ - **2-sentence opener:** {the opener}
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+ - **Unique insight:** {one sentence}
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+ - **Why now:** {timing thesis}
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+ - **The ask:** {amount + milestones}
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+ - **Data foundation:** {Validated (prior startup skills) / Self-reported (intake only)}
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+
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+ ## Full Narrative (~10 minutes)
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+
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+ ### Opening — What We Do
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+ {2 sentences + specific example}
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+
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+ > **Speaker notes:** {delivery guidance — pace, emphasis, pauses}
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+ > **Timing:** 0:00 - 0:45
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+
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+ ### {Lead Element — varies by pitch type}
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+ {Content}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 0:45 - 2:00
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+
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+ ### Problem
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+ {Problem description — severity, consequences, who suffers}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 2:00 - 3:00
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+
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+ ### Solution
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+ {How it works — describe the concrete user experience. What does the user SEE and DO? Not abstract features — the specific interaction that solves the problem. If the product exists, describe it as if showing a demo. If pre-launch, describe the intended experience vividly enough that the investor can picture it.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 3:00 - 4:00
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+
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+ ### Traction
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+ {Metrics with timeframes — growth story. If no traction: skip this section, don't fake it.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 4:00 - 5:00
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+
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+ ### Market Size
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+ {Bottom-up calculation — show the math: number of customers × price = addressable market. Beachhead + expansion path.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 5:00 - 6:00
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+
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+ ### Business Model
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+ {One clear model — pricing, unit economics if available}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 6:00 - 6:30
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+
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+ ### Why Now
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+ {Timing thesis from Wave 2 research. Technology shift, behavioral change, regulatory move. If timing isn't strong, keep this brief or fold into another section.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 6:30 - 7:00
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+
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+ ### Team
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+ {Accomplishments, not titles. For each person: name, role, most impressive specific result.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 7:00 - 7:30
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+
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+ ### The Ask
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+ {Amount + milestones + timeframe. Be direct and confident.}
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+
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+ > **Speaker notes:** {delivery guidance}
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+ > **Timing:** 7:30 - 8:00
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+
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+ ### Close
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+ {Final sentence — memorable, forward-looking. Leave them wanting to talk more.}
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+
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+ ## Transition Sentences
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+ {How each section flows into the next — so the pitch feels like a story, not a checklist}
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+
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+ ## Red Flags
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+ - {issues investors might raise}
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+
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+ ## Yellow Flags
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+ - {concerns to prepare for}
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+
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+ ## Sources
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+ - {key data sources used in the pitch}
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+ ```
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+
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+ ### pitch-5min.md
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+
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+ ```markdown
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+ # Five-Minute Pitch: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## The Narrative (~5 minutes)
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+
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+ {Each element trimmed to its core claim + one supporting proof point. No secondary arguments — just the strongest version of each element.}
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+
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+ ### Opening — What We Do (0:00 - 0:30)
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+ {2 sentences + example}
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+
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+ ### {Lead Element} (0:30 - 1:15)
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+ {Core claim + proof}
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+
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+ ### Problem + Solution (1:15 - 2:30)
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+ {Problem in 2 sentences → solution as concrete experience}
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+
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+ ### Market + Business Model (2:30 - 3:30)
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+ {Bottom-up math + one-sentence model}
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+
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+ ### Why Now + Team (3:30 - 4:30)
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+ {Timing thesis + team accomplishments}
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+
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+ ### The Ask (4:30 - 5:00)
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+ {Amount + milestones + timeframe}
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+
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+ ## Speaker Notes
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+ {Pacing guidance — where to breathe, where to let silence work}
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+
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+ ## Red Flags
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+ - {concerns}
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+
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+ ## Sources
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+ - {key sources}
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+ ```
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+
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+ ### pitch-2min.md
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+
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+ ```markdown
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+ # Two-Minute Pitch: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## The Script (~300 words)
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+
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+ {Word-for-word script, broken into natural paragraphs. Each paragraph = one element.}
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+
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+ ## Delivery Notes
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+ - **Opener pace:** Slow and clear — this is where understanding happens
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+ - **Emphasis points:** {words/phrases to stress}
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+ - **Natural pauses:** {where to breathe and let it sink in}
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+ - **Energy peak:** {which sentence should have the most energy}
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+ - **Close:** Confident, direct, unhurried
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+
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+ ## Structure Breakdown
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+ - **0:00 - 0:20:** What we do (2 sentences + example)
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+ - **0:20 - 0:40:** Strongest signal (traction/insight/team)
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+ - **0:40 - 1:00:** Problem + solution
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+ - **1:00 - 1:20:** Market + business model
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+ - **1:20 - 1:40:** Why us + why now
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+ - **1:40 - 2:00:** The ask
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+
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+ ## The Email Test
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+ {Paraphrase of the pitch in one paragraph — what someone should be able to repeat after hearing it once}
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+
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+ ## Red Flags
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+ - {concerns}
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+
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+ ## Sources
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+ - {key sources}
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+ ```
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+
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+ ### pitch-1min.md
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+
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+ ```markdown
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+ # Elevator Pitch: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## Formal Version (~150 words)
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+ {For investor events, demo days, formal introductions. Structured: What We Do → Insight → Ask.}
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+
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+ ## Casual Version (~100 words)
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+ {For networking, dinner parties, hallway conversations. Conversational tone, no pitch structure visible. Sounds like you're telling a friend about your company.}
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+
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+ ## When Someone Asks "So What Do You Do?"
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+ {The 2-sentence answer + example that leads to "tell me more"}
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+
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+ ## Delivery Notes
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+ - Don't rush. 1 minute is longer than it feels.
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+ - End with a question, not a statement — "Would that be useful for [your company]?" invites conversation.
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+ - Match energy to context. Formal events: crisp, confident. Casual: relaxed, curious.
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+
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+ ## Red Flags
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+ - {concerns}
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+ ```
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+
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+ ### pitch-email.md
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+
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+ ```markdown
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+ # Investor Email Pitch: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## Subject Line Candidates
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+ | Subject Line | Angle | Best For |
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+ |---|---|---|
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+ | "{subject 1}" | {angle} | {investor type} |
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+ | "{subject 2}" | {angle} | {investor type} |
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+ | "{subject 3}" | {angle} | {investor type} |
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+
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+ ## Cold Email (~500 words)
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+
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+ {Hook — one sentence that makes them read the next line}
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+
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+ {What we do — 2 sentences + example}
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+
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+ {Traction or insight — the strongest signal, with numbers}
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+
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+ {Why now — one sentence timing thesis}
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+
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+ {The ask — specific and direct}
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+
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+ {Close — easy next step, not "let me know your thoughts"}
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+
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+ ## Follow-Up Email (~200 words)
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+
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+ {Shorter, references the first email. Adds one new data point. Clear CTA.}
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+
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+ ## Personalization Notes
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+ - **For angel investors:** Lead with the problem and your personal connection to it
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+ - **For VCs:** Lead with traction or market size
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+ - **For accelerators:** Lead with team and speed of execution
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+ - **For strategic partners:** Lead with mutual opportunity
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+
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+ ## Red Flags
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+ - {email-specific concerns}
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+
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+ ## Sources
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+ - {key sources}
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+ ```
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+
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+ ### pitch-appendix.md
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+
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+ ```markdown
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+ # Pitch Appendix: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## Top 10 Investor Questions (with Prepared Answers)
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+
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+ ### Q1: {Most likely question}
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+ **Short answer:** {2-3 sentences — for verbal delivery}
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+ **Detailed answer:** {full explanation with data — for follow-up emails}
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+ **Source:** {where the data comes from}
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+
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+ [Repeat for Q2-Q10]
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+
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+ ## Objection Handling
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+
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+ ### "{Objection 1}"
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+ **Why they ask this:** {investor's concern}
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+ **Response:** {how to address it honestly}
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+ **Supporting data:** {evidence}
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+
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+ [Repeat for each common objection]
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+
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+ ## Known Weaknesses
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+ {Honest assessment of pitch gaps — with plans to address each. Identifying weaknesses proactively is stronger than hoping investors won't notice.}
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+
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+ ## Financial Backup
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+ {Detailed numbers if available from prior sessions. If not: note "Financial projections not yet validated — consider running startup-design for detailed modeling."}
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+
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+ ## Competitive Detail
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+ {Deeper competitive analysis for Q&A — from prior sessions if available. If not: note "Competitive landscape not fully mapped — consider running startup-competitors for battle cards."}
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+
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+ ## Red Flags
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+ - {appendix-specific concerns}
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+
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+ ## Yellow Flags
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+ - {areas needing more data}
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+
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+ ## Data Gaps & Limitations
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+ - {what data is missing — every pitch has blind spots, be explicit}
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+
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+ ## Sources
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+ - {all data sources used across all deliverables, with tier ratings}
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+ ```
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+
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+ ## Post-Synthesis Verification
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+
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+ After writing all pitch deliverables (before the scorecard/review phase), run the Verification Agent protocol. See `references/verification-agent.md` for the full process. The verification step checks all deliverables for unlabeled claims, internal contradictions, confidence rating consistency, and startup-pitch-specific coherence (pitch claims vs. source data, cross-format consistency, pitch vs. appendix alignment, honesty checks).
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+
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+ ---
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+
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+ ### pitch-scorecard.md
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+
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+ ```markdown
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+ # Pitch Scorecard: {product}
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+ *Skill: startup-pitch | Generated: {date}*
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+
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+ ## Data Foundation
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+ **Built with:** {Validated research (startup-design/competitors/positioning) / Self-reported data (intake only)}
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+ {If self-reported: "Note: This pitch was built without validated research data. Scores in Market Sizing, Traction Honesty, and competitive Q&A may improve significantly after running startup-design or startup-competitors."}
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+
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+ ## Scoring Rubric
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+
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+ | Dimension | Score (1-10) | Rationale |
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+ |-----------|-------------|-----------|
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+ | **Clarity** | | {Can someone explain what you do after hearing 2 sentences?} |
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+ | **Strength Sequencing** | | {Is the most impressive element in the first 60 seconds?} |
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+ | **Traction Honesty** | | {Are numbers accurate, timeframed, and real? Or acknowledged as missing?} |
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+ | **Insight Quality** | | {Is the insight genuinely non-obvious and specific?} |
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+ | **Market Sizing** | | {Is the math bottom-up with clear assumptions?} |
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+ | **Business Model** | | {One model, clearly stated?} |
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+ | **Team Credentials** | | {Specific, verifiable accomplishments?} |
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+ | **Ask Clarity** | | {Amount + milestones + timeframe, stated with confidence?} |
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+ | **Overall** | | |
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+
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+ ## Verdict
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+ - **65-80:** Investor-ready. Go pitch.
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+ - **50-64:** Investor-ready with caveats. Address the weak dimensions first.
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+ - **35-49:** Needs work. Iterate on the weakest areas before pitching.
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+ - **Below 35:** Major gaps. Consider running startup-design or startup-positioning to strengthen the foundation.
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+
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+ ## Weak Dimensions (Score < 7)
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+ For each:
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+ - **Dimension:** {name}
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+ - **What's weak:** {specific problem}
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+ - **How to fix:** {actionable suggestion}
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+ - **Data needed:** {what information would strengthen this}
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+
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+ ## Delivery Readiness
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+ - [ ] 2-sentence opener practiced until effortless
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+ - [ ] All numbers memorized (not read from notes)
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+ - [ ] Prepared answers for top 5 investor questions
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+ - [ ] Know the biggest weakness and how to address it
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+ - [ ] Practiced with at least one person (or investor roleplay)
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+
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+ ## Red Flags
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+ - {scorecard-specific concerns}
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+
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+ ## Yellow Flags
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+ - {areas to watch}
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+ ```
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+ # Wave 1: Audience & Narrative Intelligence
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+
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+ Read `research-principles.md` first.
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+
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+ ---
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+
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+ ## Agent A1: Investor & Audience Intelligence
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+
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+ ```
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+ Research task: Build investor audience profile for {product description} pitch
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+ Context: {product summary from intake}
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+ Target audience: {VC/angels/accelerator/demo day — from intake}
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+ Stage: {pre-seed/seed/Series A — from intake}
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+
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+ RESEARCH PROTOCOL:
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+
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+ ROUND 1 — Fundraising landscape in this space (4-5 searches):
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+ - "{product category} startup funding {current year}"
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+ - "{product category} VC investments {current year}"
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+ - "seed stage {product category} fundraise"
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+ - "{product space} Series A metrics benchmarks"
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+ - "what VCs look for in {product category} startups"
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+
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+ ROUND 2 — Specific audience research (3-4 searches):
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+ If specific investors/funds are named:
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+ - "{fund name} portfolio companies"
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+ - "{fund name} investment thesis"
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+ - "{investor name} blog pitch advice"
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+ - "{fund name} demo day companies"
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+
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+ If no specific audience:
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+ - "best investors {product category} {current year}"
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+ - "{product category} angel investors"
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+ - "{accelerator name} recent batch companies"
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+
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+ ROUND 3 — Stage-appropriate metrics (3-4 searches):
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+ - "seed stage metrics investors expect {current year}"
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+ - "{product category} startup benchmarks Series A"
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+ - "what traction for seed round {product category}"
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+ - "seed round size {product category} {current year}"
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+ - "pre-seed vs seed metrics expectations"
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+
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+ ROUND 4 — Current climate (2-3 searches):
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+ - "fundraising climate {current year} startups"
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+ - "{product category} funding trends {current year}"
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+ - "VC sentiment {product space} {current year}"
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+
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+ OUTPUT FORMAT:
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+
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+ ## Investor Audience Profile
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+
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+ ### Fundraising Landscape
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+ - Current funding climate in {space}: {bullish/neutral/bearish}
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+ - Recent notable rounds: {examples with amounts}
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+ - Average round size at this stage: {range}
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+ - Key metrics investors expect at this stage:
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+ - {metric 1}: {benchmark}
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+ - {metric 2}: {benchmark}
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+ - {metric 3}: {benchmark}
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+
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+ ### Target Investor Profile
62
+ - Fund/investor type: {VC/angel/accelerator}
63
+ - Typical check size: {range}
64
+ - Investment thesis alignment: {how this pitch fits}
65
+ - Portfolio overlap: {similar companies they've funded}
66
+ - Red flags for this audience: {what turns them off}
67
+
68
+ ### Stage-Appropriate Expectations
69
+ - What "good traction" looks like at this stage: {specifics}
70
+ - What "great traction" looks like: {specifics}
71
+ - Minimum viable metrics to raise: {specifics}
72
+ - Common objections at this stage: {list}
73
+
74
+ ### Current Climate Notes
75
+ - Fundraising difficulty: {easier/normal/harder than 12 months ago}
76
+ - Hot topics investors are interested in: {trends}
77
+ - Topics investors are fatigued by: {overhyped areas}
78
+
79
+ > Data labels: Mark each finding with [Data], [Estimate], [Assumption], or [Opinion]
80
+ ```
81
+
82
+ ---
83
+
84
+ ## Agent A2: Comparable & Narrative Research
85
+
86
+ ```
87
+ Research task: Find comparable pitch narratives and story hooks for {product description}
88
+ Context: {product summary from intake}
89
+ Market: {market/category from intake}
90
+ Competitors: {known competitors from intake}
91
+
92
+ RESEARCH PROTOCOL:
93
+
94
+ ROUND 1 — Comparable companies and their stories (4-5 searches):
95
+ - "{competitor 1} pitch deck" OR "{competitor 1} fundraise announcement"
96
+ - "{competitor 2} pitch deck" OR "{competitor 2} seed round"
97
+ - "{product category} startup pitch deck examples"
98
+ - "{product category} demo day pitch"
99
+ - "{product category} successful pitch story"
100
+
101
+ ROUND 2 — Narrative patterns that work (3-4 searches):
102
+ - "{product category} for {customer type}" startup analogy
103
+ - "X for Y" startup pitch examples {product category}
104
+ - "{problem} startup story founder"
105
+ - "why I built {product category}" founder story
106
+
107
+ ROUND 3 — Market narrative and trends (3-4 searches):
108
+ - "{product category} market trends {current year}"
109
+ - "why now {product category}" timing narrative
110
+ - "{product space} tailwinds {current year}"
111
+ - "{regulatory/technology/behavioral change} driving {product category}"
112
+
113
+ ROUND 4 — What doesn't work (2-3 searches):
114
+ - "{product category} startup failed pitch" OR "common mistakes {product category} pitch"
115
+ - "investor objections {product category}"
116
+ - "{product category} startup risk" investors worried about
117
+
118
+ OUTPUT FORMAT:
119
+
120
+ ## Comparable Narratives
121
+
122
+ ### Successful Pitches in This Space
123
+ For each comparable:
124
+ - **Company:** {name}
125
+ - **What they raised:** {amount, stage, when}
126
+ - **Narrative angle:** {how they framed the story}
127
+ - **Key hook:** {what made investors lean in}
128
+ - **Analogy used:** {if any "X for Y" framing}
129
+ - **Source:** {where this info came from}
130
+
131
+ ### Narrative Hooks Available
132
+ Rank by strength (strongest first):
133
+
134
+ 1. **{Hook name}** — {description}
135
+ - Why it works: {reasoning}
136
+ - How to use: {specific suggestion}
137
+ - Risk: {potential downside}
138
+
139
+ 2. **{Hook name}** — {description}
140
+ [same structure]
141
+
142
+ ### "X for Y" Candidates
143
+ | Analogy | Clarity | Risk | Recommendation |
144
+ |---------|---------|------|----------------|
145
+ | "{product} is like {X} for {Y}" | High/Med/Low | {what could go wrong} | Use/Avoid |
146
+
147
+ Only recommend "X for Y" if:
148
+ - X is widely known to the target investor audience
149
+ - The analogy clarifies more than it confuses
150
+ - It doesn't box you into the wrong category
151
+
152
+ ### "Why Now" Narrative
153
+ - **Timing thesis:** {what makes this the right moment}
154
+ - **Evidence:** {trend data, regulatory change, behavioral shift}
155
+ - **Strength:** Strong / Moderate / Weak
156
+ - **Risk:** {what could undermine the timing argument}
157
+
158
+ ### What NOT to Do
159
+ - Narratives that have been overused: {examples}
160
+ - Objections investors will raise: {top 3-5}
161
+ - Narrative traps to avoid: {specific to this space}
162
+
163
+ > Data labels: Mark each finding with [Data], [Estimate], [Assumption], or [Opinion]
164
+ ```