Investment Banking Strip Profile Builder
Builds dense company-profile slides for investment banking pitch books, deal materials, and client presentations.
The skill requires user confirmation of scope and visual strategy and instructs source citation; the repository also states that outputs require qualified human review and provides an Apache-2.0 license. Points are deducted because least privilege, sensitive financial-data handling, third-party data flows, credential isolation, authorization for external searches, and rollback or revocation are unspecified.
The workflow, layout constraints, visual checks, and retry rules are relatively explicit. Points are deducted because there are no key-path tests or concrete abnormal-input handling; a Python example is mixed into a PptxGenJS workflow, dependencies such as soffice, pdftoppm, data connectors, and the PPTX skill are assumed, and failure feedback is not diagnostic.
The evidence identifies investment-banking pitch books, deal materials, and client presentations as the target scenario and defines single-slide or multi-slide flows. Points are deducted because trigger conditions, non-fit boundaries, input/output contracts, and Chinese-language support are missing; core research depends on SEC, Bloomberg, FactSet, CapIQ, and web search without establishing mainland-China reachability.
The document is structured and includes workflow, layout, chart, financial-formatting, and quality-check sections; the README supplies installation context, command mapping, Apache-2.0 licensing, CI validation, and contribution guidance. Points are deducted because the skill itself lacks versioning, changelog, explicit maintenance ownership, dependency installation notes, FAQs, and systematic limitation disclosure.
The stated output is a dense, presentation-ready one-to-four-page PowerPoint with defined metrics, layouts, charts, and approval gates. Under static calibration the score cannot exceed 7. Points are deducted because no representative finished output is verifiable, and data acquisition, conversion, and visual-quality assurance still require substantial manual work and external tooling.
Evidence includes a revision-pinned source file, repository documentation, an Apache-2.0 license, and repository-level CI and secret scanning. Points are deducted because there are no committed tests covering this skill's key paths, no real rendered artifacts, and no independent third-party execution evidence; the core result cannot be reproduced from static reading alone.
- The skill directs work on potentially sensitive financial, valuation, ownership, and news data but does not define minimization, credential management, transmission boundaries, or confidentiality controls.
- It depends on Bloomberg, FactSet, CapIQ, SEC/EDGAR, web search, soffice, and pdftoppm without establishing account permissions, licensing compliance, tool availability, or mainland-China reachability.
- User approval and manual visual inspection are required, but recovery and diagnostic behavior for bad data, missing fields, research failure, or rendering failure is not defined.
- The skill requires real data and forbids placeholders but provides no auditable sample output, dedicated test suite, or finished-artifact verification evidence.
What does this skill do, and when should you use it?
This skill creates professional investment banking strip profiles in one to four slides using quadrant layouts, charts, and tables. It first confirms whether the user wants a single slide or a three-to-four-slide profile and asks which topics to emphasize. It then organizes company, market, valuation, ownership, segment, and recent-news information into presentation-ready materials. Each slide must be created, rendered as an image, visually checked, and approved by the user before the next slide is produced.
Asks whether the deliverable should be one slide or three to four slides and which focus areas matter; plans research using company filings, investor presentations, corporate websites, market-data platforms, consensus estimates, and recent press releases; normalizes currencies and scale across financial, valuation, growth, ownership, and segment data; creates 4:3 investment-banking slides with PptxGenJS, quadrants, tables, charts, and branded accents; converts the presentation with soffice and renders pages with pdftoppm; checks for text overlap, truncation, chart-boundary issues, quadrant bleed, and footer collisions; pauses for explicit approval after each slide.
- An investment-banking team preparing a pitch book needs a concise company overview covering business, financials, and valuation.
- An M&A adviser preparing deal materials needs three to four slides expanding on products, markets, financial performance, and ownership.
- A research or advisory professional needs consistent currencies, scales, charts, tables, and presentation formatting in a client deck.
- A deal team needs a pre-delivery visual quality check for overlapping text, clipped labels, chart boundaries, and crowded quadrants.
What are this skill's strengths and limitations?
- Covers company overview, business positioning, financials, valuation, growth, ownership, segments, and recent developments.
- Requires consistent currency and scale normalization, which suits transaction materials.
- Includes a render-and-review workflow for text overflow, chart boundaries, quadrant integrity, and footer collisions.
- Supports both single-slide profiles and expanded three-to-four-slide profiles.
- SKILL.md provides no company-specific sample data, template file, or test results.
- It references external tools including PptxGenJS, soffice, and pdftoppm, but does not document their installation.
- The workflow depends on company filings, market data, consensus estimates, and news; access requirements and costs are not specified.
- The required approval after every slide makes unattended batch generation unsuitable.
How do you install this skill?
In Claude Code, run: claude plugin marketplace add anthropics/financial-services, then claude plugin install investment-banking@claude-for-financial-services. The repository also supports Cowork installation through Settings → Plugins → Add plugin by pasting https://github.com/anthropics/financial-services and selecting the relevant vertical plugin.
How do you use this skill?
After installation, run /one-pager. Specify whether you want one slide or three to four slides and identify the topics to emphasize. Review the research outline and visual strategy, then explicitly approve each completed slide before continuing.