fsi-ib-pitch-deck

Files (5)

• SKILL.md
• calculation-standards.md · reference/
• formatting-standards.md · reference/
• slide-templates.md · reference/
• xml-reference.md · reference/

SKILL.md (first lines)

# 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:

```
Pitch Deck Progress:
- [ ] Phase 1: Extract and validate source data
- [ ] Phase 2: Map content to template sections
- [ ] Phase 3: Populate slides with proper formatting
- [ ] Phase 4: Validate → Fix → Repeat until clean
- [ ] Phase 5: Final verification
```

### Phase 1: Data Extraction
1. **Create backup** of original template before any modifications — copy to `[filename]_backup.pptx`. Direct XML editing or unexpected errors can corrupt files.
2. Identify all source materials (Excel, CSV, PDF reports, Word documents, databases, web sources)
3. Extract relevant data points from each source
4. Validate all numbers against original sources
5. Standardize units and currency (convert all figures to the primary unit/currency used in the template)
6. Note any calculations that need verification → see [`calculation-standards.md`](reference/calculation-standards.md) for formulas

### Phase 2: Content Mapping
1. **Open and visually review the template** — understand its structure, style, and existing content before modifying
2. Analyze template structure — identify all placeholder areas and content boxes
3. Map source data to corresponding template sections → see [`slide-templates.md`](reference/slide-templates.md) for mapping guidance
4. Identify placeholder guidance boxes (colored instruction boxes from task creator)
5. Note any data gaps or mismatches → see [`slide-templates.md`](reference/slide-templates.md#handling-data-template-mismatches) for resolution

### Phase 3: Template Population
1. **Remove or reformat placeholder boxes** — colored instruction boxes show WHAT to create, not HOW to format. Delete them and create properly formatted content in their place. See [Critical Anti-Patterns](#critical-anti-patterns-never-do-these).
2. Populate each section with mapped content (focus on content first)
3. **Then apply formatting** to match template style → see [`formatting-standards.md`](reference/formatting-standards.md)
4. Create tables as actual table objects (NEVER use pipe/tab-separated text) → see [`xml-reference.md`](reference/xml-reference.md#table-implementation)
5. Create arrows/shapes as PowerPoint objects → see [`xml-reference.md`](reference/xml-reference.md#arrow-shapes)
6. Insert company logo if provided in task files; if not available, flag to user: "[LOGO NOT PROVIDED - please supply company logo]"

### Phase 4: Validate → Fix → Repeat

**This is a feedback loop. Repeat until all checks pass OR escalation is triggered.**

```bash
# Convert to images for visual validation
soffice --headless --convert-to pdf presentation.pptx
pdftoppm -jpeg -r 150 presentation.pdf slide
```

**Validation checklist (check each slide image):**
- [ ] Text readable against background?
- [ ] Tables are actual objects (columns aligned, NOT pipe/tab-separated text)?
- [ ] Charts/tables fill designated areas?
- [ ] Bullet formatting consistent within sections?
- [ ] Font sizes match across same-level boxes?
- [ ] No content beyond slide boundaries?
- [ ] **No placeholder formatting retained** (no large colored boxes with data dumped in)?
- [ ] **No text-based "tables"** (no `|` or tab separators creating fake columns)?
- [ ] **Cross-slide consistency**: Same metrics/figures 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 remaining problems and escalate to user |

**After 3 cycles, if issues remain:**
1. List each unresolved issue with slide number and description
2. Explain what was attempted
3. Deliver the file with explicit disclaimer: "The following issues could not be resolved automatically: [list]. Manual review required."

**Do not** continue cycling indefinitely. Some issues (font rendering, complex shape alignment) may require manual intervention in PowerPoint.

### Phase 5: Final Verification

Run through the [Final Quality Checklist](#final-quality-checklist) before delivering.

From d-wwei/openclaw-financial-services, Apache-2.0.

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