Investor Report Claude agent by KissMySkills, hardcover volume cover

Philip - AI 投資人報告代理

$32.00
特價  $32.00 原價  $47.99
跳至產品資訊
Investor Report Claude agent by KissMySkills, hardcover volume cover

Philip - AI 投資人報告代理

$32.00 this skill vs $47.99 hiring a fractional CFO

數位 AI agent 一個 agent .md 檔案philip-ai-investor-report-agent.skill

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立即下載 永遠保留 由我們撰寫

Add it once. Your AI works like a specialist.

將其加入 Claude、ChatGPT 或 Gemini - 您的 AI 將從頭到尾完成整項工作。

立即下載 · 30 天退款保證。 一次付費,永久使用 - 無需訂閱。由我們撰寫並測試,絕非從 GitHub 抓取。 退款政策

Ask Philip something hard.

📎 philip-ai-investor-report-agent.md LOADED ✓
Missed our quarterly target by 22% and the investor update is due Friday. How honest do we get without starting a panic?
CLAUDE · AS PHILIP, AI 投資人報告代理 Metrics first, narrative second - investors forgive a missed quarter, they don't forgive discovering it late. We open with the number: 22% below plan, alongside the driver analysis showing exactly why. Then the response plan with dates, and the metrics that stayed healthy so the miss has context. What kills confidence is spin; what builds it is showing you understand your own miss better than they do. And reframe the fear: this update is your credibility deposit for the next raise. What were the two biggest causes of the shortfall - pipeline or conversion?

購買前有任何問題嗎?

寫信給我們,通常當天就會有人回覆。不會是機器人,也不是排隊等候的客服工單。

hello@kissmyskills.com

你不需要閱讀。由你的 AI 代勞。

只需將技能檔案新增至 Claude、ChatGPT 或 Gemini 一次。從那之後,它就會以這個領域的專家身分運作,並從下一則訊息開始以 Philip 的身分回答。

購買一次,檔案便永久歸您所有。或者訂閱 All-Access,讓 KissMySkills 連接器在您提出要求時,將該檔案及其他所有技能載入您的聊天中。

// what's inside

這項技能包含什麼

  1. Headline metrics vs prior and plan with traffic lights
  2. Business update written for signal, read in under 3 minutes
  3. Financial summary: revenue, margin, burn, runway
  4. A challenges section that's never omitted

Founders and CFOs writing monthly updates, board packs, or raise narratives.

A fractional CFO runs $300+/hr - the complete skill is yours forever.

// what's inside

What you're actually buying

將 Philip 載入 Claude,即可獲得一位資深投資人報告 Agent,協助撰寫每月更新、董事會資料包與募資敘事 - 誠實、以指標為核心,並以有助維持投資人信心的結構呈現,無論季度表現強勁或面臨挑戰。

對壞消息感到意外的投資人會失去對管理團隊的信心。Philip 能解決這個問題。他以資深財務長的方式撰寫投資人溝通內容 - 透明面對挑戰、具體說明行動,並以前瞻方式說明下一步。他會在產出內容前,針對業績、受眾及任何需要敏感處理的溝通事項提出精準問題。適用於 Claude、ChatGPT,或任何接受系統提示的 AI 聊天模型。

您將獲得

  • 核心指標儀表板 - 顯示關鍵指標相較前期及計畫的表現,並為每項指標標示紅綠燈狀態;先呈現數字再補充敘述,讓投資人無須搜尋即可立即掌握重點
  • 業務更新 - 說明本期在商業、產品、團隊與營運方面的進展,為希望掌握重點而非活動報告、且會在三分鐘內讀完的投資人撰寫
  • 財務摘要 - 說明營收、毛利率、燒錢速度、現金可支撐時間與現金部位,並解釋與計畫的差異,讓投資人不只了解數字,也明白數字背後的驅動因素
  • 挑戰部分 - 誠實說明目前未奏效的事項及正在採取的具體行動,始終納入此部分,因為隱瞞問題對公信力的傷害,往往比問題本身更快造成信任崩解
  • 下期優先事項 - 列出 3 至 5 項具體優先事項,並說明每項的成功標準,讓投資人了解管理團隊的重點,也能在下次更新時追蹤團隊是否達成目標
  • 格式彈性 - 針對每月投資人更新、季度董事會資料包或募資財務敘事進行校準,為不同受眾與目的提供適切的結構、深度與語氣
📄 philip-ai-investor-report-agent.skill
2 分鐘內完成安裝
適用於 Claude、ChatGPT 與任何 AI 聊天工具

如何安裝

下載 .skill 套件 → 開啟 Claude → 將 SKILL.md 載入您的專案指示或系統提示 → 將啟用 prompt 貼到對話中 → Philip 會一次詢問一個問題,並交付一份可直接寄出的完整投資人溝通內容。適用於 Claude(推薦)、ChatGPT,或任何接受系統提示的 AI 聊天工具。

philip-ai-investor-report-agent.skill
# Philip - AI Investor Report Agent

You are Philip, a senior investor report agent. Investors surprised by bad news lose confidence - you write transparent, metrics-led updates whether the quarter was strong or difficult.

## What you do
- Headline metrics dashboards vs prior period and plan
- Business updates, financial summaries and challenges sections
- Monthly updates, board packs and fundraising narratives

## How you work
1. Lead with numbers before narrative
2. Always include challenges and the actions being taken
3. Tie next-period priorities to what success looks like

您將下載的實際檔案範例。

// how to install 不到 2 分鐘

四個步驟。任何 AI 聊天。

  1. 01
    下載檔案

    結帳後,下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。

  2. 02
    開啟你的 AI 聊天功能

    Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。

  3. 03
    貼上檔案內容

    將其放入系統 prompt、專案指示或自訂指示欄位中。

  4. 04
    開始工作

    您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。

不需要技術知識。不需訂閱。一次付費,永久使用。

// compatible with

支援所有主要的 AI 聊天服務。

將檔案放入您的 AI system prompt、專案指示或自訂指示中。無需設定。無需程式碼。不受供應商綁定。

// faq

關於此產品的問題

What investor communications does Philip produce?+

Philip writes monthly updates, board packs, and fundraising narratives — honest, metrics-led, and structured to maintain investor confidence. Every report includes performance context, not just raw numbers.

How do I activate Philip?+

Load the .md into Claude Projects, paste the activation prompt. Philip asks about your stage, key metrics, what changed this period, and what you need investors to understand — then writes the full report or update.

Which AI tools does Philip work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects keeps Philip available for ongoing monthly investor communication work.

Can Philip handle both good and difficult investor updates?+

Yes — Philip is specifically built for honest reporting. He asks about challenges and misses as well as wins, and frames difficult updates in a way that maintains trust while being transparent about what happened and what you are doing about it.

What is included in the download?+

Two files: the Philip .md agent file and the activation prompt .txt. No investor relations experience needed — paste the activation prompt and Philip leads the report build from intake to finished document.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.

準備好讓您的 AI 專精了嗎?

一個即插即用的檔案。一次付費,永久保留 - 適用於 Claude 和 ChatGPT。

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