Fsi Strip Profile
Creates professional investment banking strip profiles (company profiles) for pitch...
Install
npx skills add AI4Finance-Foundation/FinRobot --skill fsi-strip-profile -g -a claude-code -y- Repository
- AI4Finance-Foundation/FinRobot8.4k
- Category
- Documents
- Updated
- 11d ago
- License
- Apache-2.0
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- No, instructions only
What it does
Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
Workflow
1. Clarify Requirements
- Ask the user: Single-slide or multi-slide (3-4 slides)?
- Ask the user: Any specific focus areas or topics to emphasize?
- Only after user confirms, proceed to research
2. Research & Planning
Data Sources:
- Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- News: Press releases from last 90 days, M&A activity, guidance changes
Required Metrics:
- Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- Growth: YoY growth rates (%)
- Ownership: Top 5 shareholders with % ownership
- Segments: Product mix and/or geographic mix (% breakdown)
Normalization:
- Convert all amounts to consistent currency
- Scale consistently ($mm or $bn throughout, not mixed)
Before Building:
- Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
- Print style choices: fonts, colors (hex codes), chart types for each data set
- Get user alignment: "Does this outline and visual strategy align with your vision?"
3. Slide-by-Slide Creation
CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.
