CAIA generates the documents most investors and advisors will ask for. New ones land here as you complete more of the wizard, and you can always regenerate an existing one.
Why: Investors read a founder's docs before they take the meeting. Having a full pack ready — pitch deck, executive summary, financials — removes the biggest early friction.
Executive Summary
One-page overview of the business, opportunity, ask.
Business Plan (Long)
Detailed 15-25 page business plan.
Pitch Deck (10-12 slides)
Investor slide deck outline in markdown.
Financial Model (3-yr)
P&L, CAC, LTV, runway summary.
Go-To-Market Plan
Channels, sales motion, launch.
Market Research Report
Real 2024-2026 market data with cited sources — via web search.
Competitive Analysis
Direct + indirect competitors + moat.
More templates (22 additional docs — snippets, playbooks, one-off templates)click to expand
One-Pager
Single-glance summary for cold outreach.
ICP & Personas
Ideal customer + 2-3 personas.
Product Requirements Doc
What we build, for whom, and why.
Roadmap (Now / Next / Later)
12-month prioritised roadmap.
Tech Architecture Overview
System diagram + rationale.
Brand Guidelines
Voice, tone, palette, typography.
Legal & IP Overview
Entity, contracts, IP strategy.
KPI Dashboard Definition
Top 10 metrics to instrument.
Terms of Service
Ready-to-adapt ToS. For founder use only — engage counsel before publishing.
Privacy Policy
Ready-to-adapt privacy policy with GDPR/CCPA scaffolding.
Cookie Consent Snippet
Copy-paste HTML/JS consent banner.
OpenGraph & Twitter Meta Tags
HTML meta tags for social sharing previews.
Schema.org JSON-LD
Structured data markup for search engines.
README.md
GitHub README with project overview + quickstart.
First 30 Days — Team Playbook
Onboarding plan for the first hire.
Sales Outreach Playbook
Cold email templates + call scripts.
A/B Test Plan
Structured experiment plan for a key feature.
Referral Program Blueprint
Structure + copy + mechanics for viral growth.
Feedback Widget Snippet
Copy-paste in-app feedback capture widget.
Pricing Page (HTML)
Full pricing page markup with 3 tiers.
Sales Deck (10 slides)
For prospects — different from investor deck.
Changelog.md Template
Keep-a-Changelog style template with first entries.