> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.
# pitch-deck
> Populate investment banking pitch deck templates with data from source files using a 5-phase validation workflow
## What is a Pitch Deck?
A **pitch deck** is a PowerPoint presentation used by investment bankers to win new business (mandates) and present analysis to clients. In M\&A advisory, pitch decks are used to convince a company to hire the bank as their advisor for a sale, acquisition, or other transaction. They typically include market context, comparable transactions, valuation analysis, process recommendations, and the bank's credentials.
Unlike creating slides from scratch, pitch deck work in investment banking often involves **populating existing templates** -- the bank has a standardized slide layout (with firm branding, color schemes, and formatting) and the analyst's job is to fill in the data from source files (Excel models, CSV exports, PDF reports, web research). This skill automates that population process while maintaining institutional quality standards.
At firms like Goldman Sachs, Morgan Stanley, and JPMorgan, pitch book quality is taken extremely seriously. Misaligned tables, inconsistent fonts, or placeholder text left in a delivered deck can damage the bank's reputation and lose a mandate. The 5-phase validation workflow in this skill is designed to catch these issues systematically.
## Why It Matters
* **Revenue generation**: Pitch decks are how banks win mandates. A compelling, polished deck directly translates to revenue
* **Client impression**: The pitch deck is often the first substantive interaction with a potential client. Quality signals competence
* **Time efficiency**: Analysts spend enormous hours on pitch book formatting. Automating template population frees time for analysis
* **Consistency**: Using a validated workflow ensures every deck meets the same quality standard
## Key Concepts
| Term | Definition |
| -------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Template** | A branded PowerPoint file with pre-designed slide layouts, placeholder areas, and firm styling |
| **Instruction Box** | A colored box in the template (yellow, orange) containing guidance text like "Insert revenue table here" |
| **Layout Placeholder** | A neutral-colored box matching the template theme with "Click to add text" -- kept and text replaced |
| **PptxGenJS** | JavaScript library for generating and modifying PowerPoint files programmatically |
| **LibreOffice Validation** | Using LibreOffice to convert PPTX to images for visual quality checking |
## Worked Example: Populating a Market Sizing Slide
Walk through how a single slide is populated from template to finished product.
### The Template Slide
```
┌─────────────────────────────────────────────────────────────────┐
│ [Firm Logo] MARKET OVERVIEW │
│ │
│ ┌──────────────────────────────┐ ┌──────────────────────────┐│
│ │ [YELLOW BOX] │ │ [YELLOW BOX] ││
│ │ Insert market size and │ │ Insert competitive ││
│ │ growth data here. │ │ landscape analysis here. ││
│ │ Include TAM, SAM, SOM │ │ Include market share ││
│ │ with sources. │ │ data for top 5 players. ││
│ └──────────────────────────────┘ └──────────────────────────┘│
│ │
│ ┌────────────────────────────────────────────────────────────┐ │
│ │ [YELLOW BOX] │ │
│ │ Insert market sizing chart or table here. │ │
│ │ Use bar chart showing market growth from 2020-2028E. │ │
│ └────────────────────────────────────────────────────────────┘ │
│ │
│ Sources: [Insert sources and notes here] │
└─────────────────────────────────────────────────────────────────┘
```
### The Populated Slide
```
┌─────────────────────────────────────────────────────────────────┐
│ [Firm Logo] MARKET OVERVIEW │
│ │
│ Market Size & Growth Competitive Landscape │
│ • Global specialty chemicals: • PPG Industries: 22% share │
│ $185B TAM (Mordor Intel 2024) • Akzo Nobel: 18% share │
│ • Aerospace coatings segment: • Sherwin-Williams: 15% │
│ $3.2B SAM • Atlas (Target): 5% share │
│ • Mission-critical coatings: • Others: 40% (fragmented) │
│ $850M SOM • Top 3 = 55% market share │
│ • Growth: 6.2% CAGR (2024-28E) • Consolidation trend │
│ │
│ ┌─ Market Size Trend ($B) ─────────────────────────────────┐ │
│ │ $3.5 ─┐ │ │
│ │ $3.0 │ ▓ ▓ ▓ █ █ █ █ █ █ │ │
│ │ $2.5 │ ▓ CAGR: 6.2% │ │
│ │ $2.0 │▓ │ │
│ │ └────────────────────────────────────────────── │ │
│ │ 20 21 22 23 24 25E 26E 27E 28E │ │
│ └──────────────────────────────────────────────────────────┘ │
│ │
│ Sources: Mordor Intelligence (2024), MarketsandMarkets (2024) │
│ Notes: (1) Excludes consumer/automotive coatings │
└─────────────────────────────────────────────────────────────────┘
```
### What Changed
| Element | Template (Input) | Populated (Output) |
| ------------------------ | ------------------------------- | ---------------------------------------------------- |
| Yellow instruction boxes | Present with guidance text | **Deleted entirely** |
| Market size text | "Insert market size here" | Actual bullets with data and sources |
| Competitive landscape | "Insert competitive analysis" | Actual market share data in bullets |
| Chart area | "Insert market sizing chart" | Native PptxGenJS bar chart with real data |
| Sources | "\[Insert sources]" | Actual source citations with dates |
| Text formatting | White text on yellow background | **Dark text on white background** (production style) |
## Full Skill Workflow (5 Phases)
### Phase 1: Data Extraction
1. **Create backup** of the original template: `[filename]_backup.pptx`
2. Identify all source materials (Excel, CSV, PDF, web sources)
3. Extract relevant data points from each source
4. Validate all numbers against originals
5. Standardize units and currency
6. Note any calculations needing verification
**Data organization framework:**
| Source | Data Extracted | Slide Destination | Verified? |
| ----------------------- | ---------------------------------- | ------------------------------- | ------------------ |
| Company financials.xlsx | Revenue, EBITDA, margins (5 years) | Slide 3: Financial Summary | Yes |
| Industry report.pdf | Market size, growth, share | Slide 2: Market Overview | Yes |
| Comps model.xlsx | Trading multiples for 8 peers | Slide 5: Comparable Companies | Yes |
| Web search | Recent M\&A transactions | Slide 6: Precedent Transactions | Needs verification |
### Phase 2: Content Mapping
1. **Open and visually review the template** before modifying anything
2. Identify all placeholder areas: instruction boxes (colored) vs. layout placeholders (neutral)
3. Map each source data point to its template section
4. Note data gaps or mismatches
5. Plan the formatting approach for each section
**Critical distinction:**
| Type | How to Identify | What to Do |
| ----------------------- | --------------------------------------------- | ------------------------------------------- |
| **Instruction boxes** | Bright colors (yellow, orange), guidance text | DELETE the entire shape, create new content |
| **Layout placeholders** | Neutral colors, part of slide master | KEEP the shape, REPLACE the text content |
### Phase 3: Template Population
1. **Remove instruction boxes** and create properly formatted content in their place
2. Populate each section with mapped content
3. Apply formatting to match template style (colors, fonts, sizes)
4. **Create tables as actual table objects** (NEVER pipe/tab-separated text)
5. Create shapes as PowerPoint objects
6. Insert company logo if provided
**Anti-patterns to avoid:**
| Anti-Pattern | Problem | Correct Approach |
| -------------------------------- | ---------------------------------- | ---------------------------------------------------------- |
| Data dumped into yellow box | Placeholder formatting retained | Delete box, create new content with production formatting |
| Pipe-separated "tables" | Columns never align, looks amateur | Use PptxGenJS `addTable()` for actual table objects |
| White text on colored background | Inherited from placeholder | Apply dark text on white/light background for body content |
| Text arrows (-->) | Unprofessional | Use PowerPoint shape objects for arrows |
### Phase 4: Validate, Fix, Repeat
**Feedback loop** -- repeat until all checks pass:
```bash theme={null}
# Convert to images for visual validation
soffice --headless --convert-to pdf presentation.pptx
pdftoppm -jpeg -r 150 presentation.pdf slide
```
**Validation checklist (each slide):**
* [ ] Text readable against background
* [ ] Tables are actual objects (columns aligned)
* [ ] Charts fill designated areas
* [ ] Bullet formatting consistent
* [ ] Font sizes match across same-level boxes
* [ ] No content beyond slide boundaries
* [ ] No placeholder formatting retained
* [ ] Same metrics identical across all slides where they appear
**Fix cycle protocol:**
| Cycle | Action |
| ----- | ------------------------------------------------ |
| 1 | Fix all identified issues, re-validate |
| 2 | Fix remaining issues, re-validate |
| 3 | If issues persist, document and escalate to user |
### Phase 5: Final Verification
Run through the complete quality checklist:
**Data Accuracy:**
* [ ] All figures match original source documents
* [ ] Calculated values verified
* [ ] Years and time periods correct
* [ ] Company names spelled correctly
* [ ] Same figures identical across all slides
**Content Mapping:**
* [ ] Every section populated with appropriate data
* [ ] No `[bracket]` placeholder text remaining
* [ ] All source citations included in footnotes
* [ ] Footnote numbers have corresponding Notes entries
**Formatting:**
* [ ] Text readable against all backgrounds
* [ ] Tables are actual table objects
* [ ] Charts fill designated areas
* [ ] Font sizes match across same-level content
* [ ] No content beyond slide boundaries
* [ ] No colored instruction boxes in final output
**Final step:** Include: "This file was validated using LibreOffice. Please review in Microsoft PowerPoint before distribution."
## Common Mistakes (and How to Avoid Them)
**What goes wrong:** The template has a yellow instruction box that says "Insert revenue table here." The analyst replaces the text with actual data but keeps the yellow box. The final slide has a revenue table on a yellow background, which looks like a draft, not a finished product.
**How to avoid it:** The colored box IS the placeholder -- it must be deleted entirely. Create new content with production formatting (dark text on white/light background). The instruction box tells you WHAT to create, not HOW to format it.
**What goes wrong:** Financial data is formatted with pipe characters (|) and tabs instead of actual table objects. Columns do not align. The "table" looks different on every computer because tab stops vary.
**How to avoid it:** Always create actual PowerPoint table objects using PptxGenJS `addTable()`. This ensures proper column alignment, cell borders, and consistent rendering across platforms.
**What goes wrong:** Slide 3 shows revenue of $85M. Slide 7 shows revenue of $84.5M for the same company and period. A client notices the inconsistency and questions the bank's analytical rigor.
**How to avoid it:** Cross-reference every number that appears on multiple slides. Create a validation check: list every metric that appears more than once and verify consistency. This should be the last step before delivery.
**What goes wrong:** "\[Insert company name]" or "\[TBD]" appears in the final delivered deck. This is the single most embarrassing error in investment banking. It can literally lose a mandate.
**How to avoid it:** Search the entire deck for brackets "\[ ]" before delivery. Also search for common placeholder text: "TBD", "XXX", "insert", "update". No placeholder should survive to the final version.
**What goes wrong:** The analyst starts modifying the template directly. A modification error corrupts the file. The original template is lost, and recovery requires getting a new copy from the firm's template server.
**How to avoid it:** Before any modification, create a backup: `[filename]_backup.pptx`. This takes 5 seconds and can save hours of recovery work.
**What goes wrong:** Slide 1 uses 14pt for section headers. Slide 3 uses 16pt. Slide 5 uses 12pt. The deck looks inconsistent and unprofessional.
**How to avoid it:** Define the font hierarchy once: Title 40-48pt, Subtitle 18-22pt, Section Header 14-16pt, Body 11-14pt, Table Header 10-12pt, Table Body 9-11pt, Footnotes 8-9pt. Apply consistently across every slide.
**What goes wrong:** A chart from Excel is pasted into the slide but appears as a small thumbnail in the corner. It is unreadable.
**How to avoid it:** Charts must fill their designated area. When pasting from Excel, select only the chart object (not the surrounding cells). Resize to fill the allocated space on the slide.
**What goes wrong:** The deck passes all LibreOffice validation checks but looks terrible in PowerPoint. Fonts are substituted, gradients are wrong, and text positions have shifted.
**How to avoid it:** Always recommend: "Please review in Microsoft PowerPoint before distribution." LibreOffice catches structural issues (missing content, broken tables) but cannot catch rendering differences.
**What goes wrong:** Market size data, growth rates, and competitive statistics are presented without sources. A client asks "where did you get these numbers?" and the analyst cannot answer.
**How to avoid it:** Every slide with external data must have a footnote: "Sources: \[Provider] (\[Year])." Follow the format: "Sources: Grand View Research (2024), MarketsandMarkets (2024). Notes: (1) Excludes consumer segment."
**What goes wrong:** The analyst changes the template's color scheme, font, or layout to something they think looks better. The MD reviews the deck and immediately notices it does not match the firm's branding.
**How to avoid it:** Never modify the template's design elements (colors, fonts, logos, headers, footers). Only populate content areas. The template represents the firm's brand identity and is not open for individual creative interpretation.
## Daily Workflow Scenarios
### Scenario 1: Populating a 15-Slide Pitch Deck
**Day 1 (4-5 hours):**
* Phase 1: Extract data from 3 source files (Excel model, PDF report, web research)
* Phase 2: Map content to each of the 15 slides. Identify gaps.
**Day 2 (6-8 hours):**
* Phase 3: Populate all 15 slides. Focus on content first, formatting second.
* Phase 4: First validation pass. Fix structural issues.
**Day 3 (2-3 hours):**
* Phase 4: Second validation pass (fix remaining issues).
* Phase 5: Final quality checklist. Cross-slide number verification.
* Deliver with LibreOffice disclaimer.
### Scenario 2: Updating an Existing Deck with New Data
**Context:** An existing pitch deck from Q3 needs to be updated with Q4 financials.
**Timeline (3-4 hours):**
1. Identify all slides containing financial data
2. Update each with new Q4 figures
3. Verify year labels are correct (don't show Q3 data labeled as Q4)
4. Cross-check all slides for consistency
5. Re-validate
### Scenario 3: Urgently Populating a Deck for a Client Meeting Tomorrow
**Context:** An MD needs a populated deck for a 9 AM client meeting. It is currently 4 PM.
**Action plan:**
1. **4:00-5:00 PM:** Data extraction. Pull from available sources.
2. **5:00-7:00 PM:** Content population. Focus on the 5-6 most important slides. Leave less critical slides for later.
3. **7:00-8:00 PM:** Validation. Focus on data accuracy over formatting perfection.
4. **8:00 PM:** Deliver with notes on any slides that need additional polish.
5. **6:00 AM next day:** Final formatting pass before the 9 AM meeting.
## Practice Exercise
**Exercise: Populate a Market Overview Slide**
You have a template slide with three placeholder boxes:
1. \[YELLOW] "Insert market size and growth data" (top-left)
2. \[YELLOW] "Insert competitive landscape" (top-right)
3. \[YELLOW] "Insert market growth chart" (bottom, full-width)
Your source data:
| Data Point | Value | Source |
| --------------------------- | ------------------ | ----------------- |
| Global cybersecurity market | \$215B (2024) | Gartner, Oct 2024 |
| Growth rate | 14.3% CAGR to 2028 | IDC Q3 2024 |
| Endpoint security segment | \$20B | IDC Q3 2024 |
| Palo Alto Networks share | 5.5% | Company filings |
| CrowdStrike share | 3.0% | Company filings |
| Fortinet share | 4.2% | Company filings |
**Task 1:** Write the content for the top-left placeholder (market size bullets).
**Task 2:** Write the content for the top-right placeholder (competitive landscape).
**Task 3:** Describe the chart you would create for the bottom placeholder (type, data, formatting).
**Task 4:** Write the source footnote for the slide.
**Task 5:** List 3 things you would check during Phase 4 validation for this specific slide.
## How to Add to Your Local Context
```bash theme={null}
claude plugin install investment-banking@financial-services-plugins
```
**Teaching Claude your firm's template:** Use `/ppt-template` to teach Claude your firm's specific layouts.
## Best Practices
* **Always back up the original template** before modifications
* **Understand the template before modifying**: Review structure and style first
* **Tables must be actual table objects**: Never use pipe characters or tabs
* **Cross-check numbers across slides**: The most embarrassing errors are inconsistencies
* **Font hierarchy matters**: Define once, apply consistently
* **Always validate in PowerPoint**: LibreOffice rendering is unreliable
* **Search for placeholder text before delivery**: "\[Insert]", "\[TBD]", "\[XXX]"
## Dependencies
**Required:**
* PPTX skill for PowerPoint file creation/modification
* Source data files (Excel, CSV, PDF)
**Optional:**
* LibreOffice for image-based validation
* Company logos for branding