How do I install the Ir Narrative Builder skill?

Run npx skillmds@latest add revfactory/ir-narrative-builder in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Ir Narrative Builder safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Ir Narrative Builder?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Ir Narrative Builder free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Ir Narrative Builder?

revfactory (@revfactory) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Ir Narrative Builder by revfactory — Agent Skill

Name: Ir Narrative Builder
Author: revfactory

Ir Narrative Builder

A skill that professionally supports investor report narrative construction. Used by strategy-updater and ir-reviewer when designing the tone, structure, and storyline of investor communications. Automatically applied in contexts such as 'investor narrative', 'equity story', 'IR message', 'strategy update story'. However, drafting statutory disclosure text or writing brokerage reports are outside the scope of this skill.

revfactory 1e31cc8 2 files · 7.3 KB Updated Sep 17, 2026

File contents

IR Narrative Builder — Investor Communication Narrative Construction Tool

A specialized skill that enhances the investor narrative capabilities of strategy-updater and ir-reviewer agents.

Target Agents

strategy-updater — Equity Story construction, strategy narrative writing
ir-reviewer — Narrative consistency verification, investor-type-specific tone review

Equity Story 5-Stage Framework

1. WHY NOW — Why this market right now (market opportunity)
2. WHY US — Why us (competitive advantage)
3. PROOF POINTS — Is there evidence (performance data)
4. WHERE NEXT — What is the next step (growth strategy)
5. WHY INVEST — Why should you invest (value creation)

Stage-by-Stage Writing Guide

Stage	Core Question	Elements to Include	Cautions
WHY NOW	Market inflection point	TAM/SAM/SOM, regulatory changes	Guard against overestimation
WHY US	Differentiation basis	Technology moat, network effects	Avoid abstract expressions
PROOF POINTS	Quantitative results	Revenue, customers, NPS	Guard against cherry-picking
WHERE NEXT	Execution roadmap	Product, market expansion	Feasibility
WHY INVEST	Valuation	Multiples, comparable companies	Conservative estimates

Narrative Tone by Investor Type

For VCs

Tone: Vision-centered, emphasize growth potential Structure: Executive Summary → Market Opportunity → Product Milestones → Growth Metrics → Team → Runway → Next Targets

For PE

Tone: Numbers-centered, emphasize operational efficiency Structure: Executive Summary → P&L/CF/BS → EBITDA Bridge → KPI Benchmarks → Value Creation Plan → Risks → Initiatives

For Public Shareholders

Tone: Balanced, emphasize transparency Structure: CEO Letter → Financial Highlights → Business Unit Performance → Market Environment → ESG → Shareholder Returns → Outlook

EBITDA Bridge Construction

Prior Quarter EBITDA
  (+) Revenue increase effect
  (+) Margin improvement effect
  (-) Labor cost increase
  (-) Marketing cost increase
  (+/-) FX effect
  (+/-) One-time items
= Current Quarter EBITDA

Principles: List in order of magnitude, positive before negative, distinguish one-time vs. structural

Narrative Quality Checklist (for ir-reviewer)

Consistency Verification

Do figures exactly match the financial analysis?
Is the narrative direction consistent with the prior quarter report?
Is the balance between positive/negative information appropriate?
Do forward-looking statements have disclaimers?

Persuasiveness Verification

Do all claims have data-backed evidence?
Are risks honestly disclosed?
Do next quarter targets meet SMART criteria?

Risk Disclosure 3-Level Matrix

Grade	Criteria	Expression Approach
HIGH	High probability and high impact risk	Specific response plan required
MEDIUM	Monitoring needed	Specify early warning indicators
LOW	Controllable	Brief mention

Principle: Do not hide risks → build investor trust. Present risk + response plan as a pair.

---name: ir-narrative-builderdescription: A skill that professionally supports investor report narrative construction. Used by strategy-updater and ir-reviewer when designing the tone, structure, and storyline of investor communications. Automatically applied in contexts such as 'investor narrative', 'equity story', 'IR message', 'strategy update story'. However, drafting statutory disclosure text or writing brokerage reports are outside the scope of this skill.---# IR Narrative Builder — Investor Communication Narrative Construction ToolA specialized skill that enhances the investor narrative capabilities of strategy-updater and ir-reviewer agents.## Target Agents- **strategy-updater** — Equity Story construction, strategy narrative writing- **ir-reviewer** — Narrative consistency verification, investor-type-specific tone review## Equity Story 5-Stage Framework```1. WHY NOW — Why this market right now (market opportunity)2. WHY US — Why us (competitive advantage)3. PROOF POINTS — Is there evidence (performance data)4. WHERE NEXT — What is the next step (growth strategy)5. WHY INVEST — Why should you invest (value creation)```### Stage-by-Stage Writing Guide| Stage | Core Question | Elements to Include | Cautions ||-------|-------------|---------------------|----------|| WHY NOW | Market inflection point | TAM/SAM/SOM, regulatory changes | Guard against overestimation || WHY US | Differentiation basis | Technology moat, network effects | Avoid abstract expressions || PROOF POINTS | Quantitative results | Revenue, customers, NPS | Guard against cherry-picking || WHERE NEXT | Execution roadmap | Product, market expansion | Feasibility || WHY INVEST | Valuation | Multiples, comparable companies | Conservative estimates |## Narrative Tone by Investor Type### For VCs**Tone**: Vision-centered, emphasize growth potential**Structure**: Executive Summary → Market Opportunity → Product Milestones → Growth Metrics → Team → Runway → Next Targets### For PE**Tone**: Numbers-centered, emphasize operational efficiency**Structure**: Executive Summary → P&L/CF/BS → EBITDA Bridge → KPI Benchmarks → Value Creation Plan → Risks → Initiatives### For Public Shareholders**Tone**: Balanced, emphasize transparency**Structure**: CEO Letter → Financial Highlights → Business Unit Performance → Market Environment → ESG → Shareholder Returns → Outlook## EBITDA Bridge Construction```Prior Quarter EBITDA (+) Revenue increase effect (+) Margin improvement effect (-) Labor cost increase (-) Marketing cost increase (+/-) FX effect (+/-) One-time items= Current Quarter EBITDA```**Principles:** List in order of magnitude, positive before negative, distinguish one-time vs. structural## Narrative Quality Checklist (for ir-reviewer)### Consistency Verification- [ ] Do figures exactly match the financial analysis?- [ ] Is the narrative direction consistent with the prior quarter report?- [ ] Is the balance between positive/negative information appropriate?- [ ] Do forward-looking statements have disclaimers?### Persuasiveness Verification- [ ] Do all claims have data-backed evidence?- [ ] Are risks honestly disclosed?- [ ] Do next quarter targets meet SMART criteria?## Risk Disclosure 3-Level Matrix| Grade | Criteria | Expression Approach ||-------|---------|---------------------|| HIGH | High probability and high impact risk | Specific response plan required || MEDIUM | Monitoring needed | Specify early warning indicators || LOW | Controllable | Brief mention |**Principle:** Do not hide risks → build investor trust. Present risk + response plan as a pair.

Frequently asked questions