Pitch Deck
Populates investment banking pitch deck templates with data from source files.
Install
npx skills add anthropics/financial-services --skill pitch-deck -g -a claude-code -y- Repository
- anthropics/financial-services41k
- Category
- Documents
- Updated
- 7d ago
- License
- Apache-2.0
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- No, instructions only
What it does
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
Populating Investment Banking Pitch Deck Templates
Reference Files
Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.
| File | Purpose |
|---|---|
formatting-standards.md | Text, bullets, tables, charts, alignment |
slide-templates.md | Content mapping guidance for common slide types |
xml-reference.md | PowerPoint XML patterns for tables, shapes, arrows |
calculation-standards.md | Financial formulas for verification (CAGR, consensus) |
Workflow Decision Tree
What type of task is this?
┌─ Populating empty template with source data?
│ └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│ └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
└─→ See "Common Failures" table, apply targeted fixes
⚠️ Critical Rendering Limitation
LibreOffice is used for validation but DOES NOT render PowerPoint files accurately. It will mangle fonts, gradients, shape positions, text wrapping, and some table formatting.
What this means: A slide that passes visual validation in LibreOffice may still have issues in Microsoft PowerPoint. The validation loop catches structural issues (missing content, broken tables, placeholder formatting retained) but cannot catch font substitution, subtle alignment shifts, or gradient problems.
Required action: Always include this statement when delivering output:
"This file was validated using LibreOffice. Please review in Microsoft PowerPoint before distribution, as rendering differences may exist."
Template Population Workflow
Copy and track progress:
