Investment Banking Pitch Deck Filler
Populate existing investment banking PowerPoint templates with verified data from Excel, CSV, and other source files.
The skill requires backing up templates, validating source data, recording sources, and performing human review, while the repository states that outputs are not investment advice or transaction execution. However, it lacks controls for sensitive financial data, least-privilege access, external-source access, explicit user confirmation, and a defined recoverable rollback process, so points are deducted.
The workflow, validation checklist, and escalation path are reasonably structured, and the referenced materials are present in the supplied evidence. However, there are no skill-specific tests for key paths, pinned runtime dependencies, or verifiable execution results; abnormal-input feedback remains general, so the static cap and uncertainty require deductions.
The trigger conditions, target scenarios, and boundary excluding presentation creation from scratch are clear, covering template population, populated-slide editing, and formatting fixes. However, input formats, output contracts, non-fit cases, Chinese-language support, and mainland-China environment fit are under-specified, with likely dependencies on PowerPoint, LibreOffice, soffice, pdftoppm, and python-pptx.
The documentation has clear layering with references, a decision tree, phased workflow, examples, anti-patterns, troubleshooting, and quality checklists. The repository provides an Apache-2.0 license, CI validation, contribution guidance, and a maintenance entry point. However, the skill lacks its own version, changelog, named owner, and dedicated installation/dependency notes, so points are deducted.
The skill plausibly maps source-file data into existing investment-banking templates and provides formatting, calculation, table-object, and quality-control rules, giving it clear core-task value. However, there is no skill-level representative output or execution evidence, and LibreOffice rendering limitations require manual PowerPoint review, increasing rework; the static cap therefore applies and points are deducted.
The supplied skill, references, license, and repository CI are auditable, and key formulas and checks are explicitly documented. However, there is no committed test suite covering the skill's key paths, third-party execution evidence, or independent corroboration, so verifiability remains limited.
- This assessment is based only on static source review; no scripts were executed and no output was independently reproduced.
- Before processing sensitive transaction, client, or company data, add explicit confidentiality, access-isolation, external-source, and user-confirmation controls.
- LibreOffice validation does not guarantee matching fonts, gradients, positioning, or wrapping in Microsoft PowerPoint; manual review remains necessary.
- Tool dependencies and versions are not pinned at the skill level; confirm local-tool availability and service reachability in mainland-China environments.
What it does & when to use it
This skill fills existing investment banking pitch deck templates with data mapped from source materials. Its workflow covers extraction, validation, template analysis, content mapping, formatting, and iterative quality checks. It can edit populated slides and fix formatting issues, but it is not intended to create presentations from scratch. Delivery guidance requires a final review in Microsoft PowerPoint.
Reads a PowerPoint template and source materials such as Excel, CSV, PDF, Word, database, or web content; backs up the original template; extracts and checks data, standardizes units and currency, and maps content to slide sections; creates real PowerPoint table objects and shapes; checks placeholders, typography, bullets, boundaries, and cross-slide consistency; converts presentations with LibreOffice and renders slide images with pdftoppm for validation; and includes a warning that LibreOffice and Microsoft PowerPoint may render files differently.
- An investment banking analyst needs to place company financial data into an existing pitch book template.
- An M&A team needs to map Excel or CSV data into predefined transaction presentation layouts.
- A user needs to revise an already populated pitch deck while preserving and revalidating its existing content.
- A deal team needs pre-delivery checks for tables, placeholders, fonts, slide boundaries, and repeated figures.
Pros & cons
- Provides an end-to-end workflow from source-data extraction through slide validation.
- Requires real table objects and PowerPoint shapes instead of fake text tables or text arrows.
- Includes checks for financial figures, calculations, formatting consistency, boundaries, and repeated data across slides.
- Available under Apache License 2.0 through the repository's investment-banking plugin.
- Not intended for creating presentations from scratch.
- LibreOffice may inaccurately render fonts, gradients, positions, text wrapping, and some table formatting, so Microsoft PowerPoint review remains necessary.
- The source does not document a skill-specific test suite or supported PowerPoint and LibreOffice versions.
- If no company logo is supplied, the skill can only flag the missing logo for the user.
How to install
Add the repository marketplace with claude plugin marketplace add anthropics/financial-services, then install the investment-banking vertical plugin with claude plugin install investment-banking@claude-for-financial-services. The README does not provide a separate installation command for this individual skill.
How to use
Provide an existing PowerPoint template and the source data, then use a request such as “Populate this investment banking pitch deck template with the supplied Excel data.” The skill requires its listed reference files to be read at the start and does not support creating presentations from scratch.