Investor Materials

Investor materials are the things we hand to a partner, prospective investor, or acquirer when they ask about Media Tech. Two formats matter most: a one-pager for first conversations, and a due-diligence pack for serious diligence. Both are kept current at all times, not assembled in panic when someone asks.

The discipline of maintaining these is itself part of the investability story. A company that can produce a current, accurate one-pager and DD pack on 24 hours' notice is a company whose internals are organised. The artefact and the readiness it represents are inseparable.

The one-pager

Single-page PDF. Two columns or single-column, fine either way. Total reading time: under 90 seconds.

Required sections.

1. Header. Company name, tagline (one sentence), the as-of date, contact email.
2. What we do. Two sentences. Plain language. Not jargon, not investor-speak. A literate adult outside our industry must understand.
3. The product (Castline). Three sentences. What it is, who uses it, what's distinctive.
4. Traction. Specific numbers with their measurement period. No vanity metrics, no rounded-up generalisations. If we don't have traction in a given dimension, omit the line — do not bluff.
5. Team. Founders by name, two-line bio each, total headcount. The named open roles if we're actively hiring.
6. Stack and compliance posture. One bullet on the tech stack, one bullet on regulatory posture (GDPR ready, EU AI Act classification, ISO 27001 if applicable).
7. The ask. What we want from a reader of this page. Sometimes funding; sometimes partnership; sometimes nothing more than "if any of this interests you, let's talk." Specific.
8. Footer. Address, registration number, social links, the standard confidentiality reminder.

What does not go on the one-pager. Valuations. Cap-table specifics. Customer names without their permission. Roadmap items beyond the next two quarters.

The due-diligence pack

The DD pack is the document set we share once a conversation has progressed. It is structured so each section can be sent independently to specialists (a lawyer reads section X; an engineer reads section Y) without context elsewhere being required.

Required sections.

1. Company. Cap table, articles, board composition, key contracts, share-issuance history.
2. Financials. Last 24 months P&L, current burn rate, forecast through next 18 months, cohort revenue if relevant, MRR/ARR build if subscription. Source spreadsheets, not just PDFs.
3. Product. System architecture diagram, the tech stack from developer/sdlc-process, current Castline version, customer footprint, roadmap for the next two quarters.
4. AI infrastructure. Models used, prompt strategy, training-data provenance (or confirmation we do not train), cost-control measures, latency posture.
5. Compliance. GDPR posture (legal/gdpr), EU AI Act classification (legal/eu-ai-act), DPA inventory (legal/data-processing-agreements), data classification scheme (compliance/data-classification), incident-response readiness (compliance/incident-response).
6. Team & operations. RACI (hr/raci-model), resource profiles for current and open roles (hr/resource-profiles), hiring pipeline, CMMI level posture (pm/cmmi-level-2).
7. Risk. Active risk register (pm/risk-register), top-10 risks with mitigations.
8. Customers. Anonymised cohort metrics, retention, named-customer references on request.
9. Legal & IP. Trademark filings, patent posture (we typically have none), open-source dependencies and their licenses, any third-party copyright we depend on.
10. References. Investor and customer references available on request.

The pack lives in a dedicated, access-controlled folder in Microsoft 365. Each section has one owner who maintains it; the CEO is accountable for the pack as a whole. Vera's Generate mode will produce a current snapshot of the pack on demand by composing this skill with the others it references.

Refresh cadence

The one-pager is regenerated at the start of every quarter regardless of whether anything has changed. The act of regenerating forces a review.

The DD pack is regenerated on a rolling cadence — each section reviewed monthly, the whole pack regenerated formally every six months. Sections that change frequently (Financials, Risk) are updated more often as a matter of course.

When a section is materially out of date, the Master Audit raises a flag against the underlying skills and against this skill — finance/investor-materials failing freshness is treated as a high-severity audit finding because it suggests we are not investor-ready.

Owned by

CEO, with Head of Finance as co-owner for the Financials section.