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investment-banking-pitch-decklisted

Use when the user needs to populate, refresh, or quality-check an existing investment-banking PowerPoint pitch deck template using approved financial, transaction, market, or company handoffs.
qihangzhang-272/agent-skill-library · ★ 1 · Data & Documents · score 60
Install: claude install-skill qihangzhang-272/agent-skill-library
# Investment Banking Pitch Deck Populate an existing banking template without changing the approved analytical record. ## Core Rule Require a user-supplied template and approved source handoffs. Preserve template intent, verify every displayed number, and create real PowerPoint tables, charts, and shapes rather than text imitations. ## How To Apply 1. Confirm the template, source files, requested slides, valuation date, units, branding requirements, and final output path. 2. Read `references/pitch-deck.md` and all four full migrated support references before editing. 3. Inventory the template before replacing content; map approved sources to output areas and disclose gaps. 4. Use the presentation capability available in the current environment. Use XML only when a standard API cannot make the required change. 5. Run the complete rendering, data, and object-type checks before delivery. ## Required Output ```text Template used: Source handoffs: Slides populated: Data gaps: Calculations verified: Rendering checks: Output path: ``` ## Do Not Use - The user wants a presentation from scratch without a template. - Inputs are unapproved or the requested analysis still needs research or valuation work. - The requested output is a Tear Sheet, Strip Profile, CIM, Teaser, initiating-coverage report, or IC memo. ## References - `references/pitch-deck.md` — complete migrated template-population workflow. - `references/formatting-standards.md` — full layout and formatting guidanc