# Fsi Strip Profile

Creates professional investment banking strip profiles (company profiles) for pitch...

- Repository: https://github.com/AI4Finance-Foundation/FinRobot (8353 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-24
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add AI4Finance-Foundation/FinRobot --skill fsi-strip-profile -g -a claude-code -y`
Codex: `npx skills add AI4Finance-Foundation/FinRobot --skill fsi-strip-profile -g -a codex -y`
Cursor: `npx skills add AI4Finance-Foundation/FinRobot --skill fsi-strip-profile -g -a cursor -y`
Gemini CLI: `npx skills add AI4Finance-Foundation/FinRobot --skill fsi-strip-profile -g -a gemini-cli -y`

## Description

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.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

## 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.**

The rest: https://github.com/AI4Finance-Foundation/FinRobot/blob/HEAD/finrobot_desktop/skills/investment-banking/strip-profile/SKILL.md