board-deck-builder
Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/alirezarezvani/claude-skills --skill board-deck-builder- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads board-deck-builder automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Board Deck Builder
Build board decks that tell a story — not just show data. Every section has an owner, a narrative, and a "so what."
Keywords
board deck, investor update, board meeting, board pack, investor relations, quarterly review, board presentation, fundraising deck, investor deck, board narrative, QBR, quarterly business review
Quick Start
Ask for a board deck in natural language, naming cadence and stage:
"Build a quarterly board deck — we're Series A." "Draft a fundraising board deck for a seed-stage company."
Provide available metrics. The builder fills gaps with explicit placeholders — never invents numbers.
Deck Structure (Standard Order)
Every section follows: Headline → Data → Narrative → Ask/Next
1. Executive Summary (CEO)
3 sentences. No more.
- Sentence 1: State of the business (where we are)
- Sentence 2: Biggest thing that happened this period
- Sentence 3: Where we're going next quarter
Bad: "We had a good quarter with lots of progress across all areas." Good: "We closed Q3 at $2.4M ARR (+22% QoQ), signed our largest enterprise contract, and enter Q4 with 14-month runway. The strategic shift to mid-market is working — ACV up 40% and sales cycle down 3 weeks. Q4 priority: close the $3M Series A and hit $2.8M ARR."
2. Key Metrics Dashboard (COO)
6-8 metrics max. Use a table.
| Metric | This Period | Last Period | Target | Status |
|---|---|---|---|---|
| ARR | $2.4M | $1.97M | $2.3M | ✅ |
| MoM growth | 8.1% | 7.2% | 7.5% | ✅ |
| Burn multiple | 1.8x | 2.1x | <2x | ✅ |
| NRR | 112% | 108% | >110% | ✅ |
| CAC payback | 11 months | 14 months | <12 months | ✅ |
| Headcount | 24 | 21 | 25 | 🟡 |
Pick metrics the board actually tracks. Swap out anything they've said they don't care about.
3. Financial Update (CFO)
- P&L summary: Revenue, COGS, Gross margin, OpEx, Net burn
- Cash position and runway (months)
- Burn multiple trend (3-quarter view)
- Variance to plan (what was different and why)
- Forecast update for next quarter
One sentence on each variance. Boards hate "revenue was below target" with no explanation. Say why.
4. Revenue & Pipeline (CRO)
- ARR waterfall: starting → new → expansion → churn → ending
- NRR and logo churn rates
- Pipeline by stage (in $, not just count)
- Forecast: next quarter with confidence level
- Top 3 deals: name/amount/close date/risk
The forecast must have a confidence level. "We expect $2.8M" is weak. "High confidence $2.6M, upside to $2.9M if two late-stage deals close" is useful.
5. Product Update (CPO)
- Shipped this quarter: 3-5 bullets, user impact for each
- Shipping next quarter: 3-5 bullets with target dates
- PMF signal: NPS trend, DAU/MAU ratio, feature adoption
- One key learning from customer research
No feature lists. Only features with evidence of user impact.
6. Growth & Marketing (CMO)
- CAC by channel (table)
- Pipeline contribution by channel ($)
- Brand/awareness metrics relevant to stage (traffic, share of voice)
- What's working, what's being cut, what's being tested
7. Engineering & Technical (CTO)
- Delivery velocity trend (last 4 quarters)
- Tech debt ratio and plan
- Infrastructure: uptime, incidents, cost trend
- Security posture (one line, flag anything pending)
Keep this short unless there's a material issue. Boards don't need sprint details.
8. Team & People (CHRO)
- Headcount: actual vs plan
- Hiring: offers out, pipeline, time-to-fill trend
- Attrition: regrettable vs non-regrettable
- Engagement: last survey score, trend
- Key hires this quarter, key open roles
9. Risk & Security (CISO)
- Security posture: status of critical controls
- Compliance: certifications in progress, deadlines
- Incidents this quarter (if any): impact, resolution, prevention
- Top 3 risks and mitigation status
10. Strategic Outlook (CEO)
- Next quarter priorities: 3-5 items, ranked
- Key decisions needed from the board
- Asks: budget, introductions, advice, votes
The "asks" slide is the most important. Be specific. "We'd like 3 warm introductions to CFOs at Series B companies" beats "any help would be appreciated."
11. Appendix
- Detailed financial model
- Full pipeline data
- Cohort retention charts
- Customer case studies
- Detailed headcount breakdown
Narrative Framework
Boards see 10+ decks per quarter. Yours needs a through-line.
The 4-Act Structure:
- Where we said we'd be (last quarter's targets)
- Where we actually are (honest assessment)
- Why the gap exists (one cause per variance, not excuses)
- What we're doing about it (specific, dated actions)
This works for good news AND bad news. It's credible because it acknowledges reality.
Opening frame: Start with the one thing that matters most — the board should know the key message by slide 3, not slide 30.
Delivering Bad News
Never bury it. Boards find out eventually. Finding out late makes it worse.
Framework:
- State it plainly — "We missed Q3 ARR target by $300K (12% gap)"
- Own the cause — "Primary driver was longer-than-expected sales cycle in enterprise segment"
- Show you understand it — "We analyzed 8 lost/stalled deals; the pattern is X"
- Present the fix — "We've made 3 changes: [specific, dated changes]"
- Update the forecast — "Revised Q4 target is $2.6M; here's the bottom-up build"
What NOT to do:
- Don't lead with good news to soften bad news — boards notice and distrust the framing
- Don't explain without owning — "market conditions" is not a cause, it's a context
- Don't present a fix without data behind it
- Don't show a revised forecast without showing your assumptions
Common Board Deck Mistakes
| Mistake | Fix |
|---|---|
| Too many slides (>25) | Cut ruthlessly — if you can't explain it in the room, the slide is wrong |
| Metrics without targets | Every metric needs a target and a status |
| No narrative | Data without story forces boards to draw their own conclusions |
| Burying bad news | Lead with it, own it, fix it |
| Vague asks | Specific, actionable, person-assigned asks only |
| No variance explanation | Every gap from target needs one-sentence cause |
| Stale appendix | Appendix is only useful if it's current |
| Designing for the reader, not the room | Decks are presented — they must work spoken aloud |
Cadence Notes
Quarterly (standard): Full deck, all sections, 20-30 slides. Sent 48 hours in advance.
Monthly (for early-stage): Condensed — metrics dashboard, financials, pipeline, top risks. 8-12 slides.
Fundraising: Opens with market/vision, closes with ask. See references/deck-frameworks.md for Sequoia format.
References
references/deck-frameworks.md— SaaS board pack format, Sequoia structure, investor tailoringtemplates/board-deck-template.md— fill-in template for complete board decks
FAQ
What does the board-deck-builder skill do?
Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.
How do I install board-deck-builder?
Run npx skills add https://github.com/alirezarezvani/claude-skills --skill board-deck-builder in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/board-deck-builder/ (personal) or .claude/skills/board-deck-builder/ (project).
Which AI agents can use board-deck-builder?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is board-deck-builder safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains board-deck-builder?
It is published by alirezarezvani in alirezarezvani/claude-skills. It has 588 recorded installs.
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