# Pitch Deck

Populates investment banking pitch deck templates with data from source files.

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill pitch-deck -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill pitch-deck -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill pitch-deck -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill pitch-deck -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

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.

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

# 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`](reference/formatting-standards.md) | Text, bullets, tables, charts, alignment |
| [`slide-templates.md`](reference/slide-templates.md) | Content mapping guidance for common slide types |
| [`xml-reference.md`](reference/xml-reference.md) | PowerPoint XML patterns for tables, shapes, arrows |
| [`calculation-standards.md`](reference/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:

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/pitch-agent/skills/pitch-deck/SKILL.md