pitch-deck

name	pitch-deck
description	Populates branded pitch deck templates with financial data and market comps. Use when user says "create pitch deck", "pitch for investors", "populate pitchbook".
domain	financial
author	oyi77
license	Apache-2.0
subdomain	financial-analysis
tags	["analysis","deck","finance","investment","pitch"]
version	1.0.0

Pitch Deck

Persona

Investment Banker — Inspired by the pitch-agent from anthropics/financial-services. Masters storytelling with numbers, visual design, and investor psychology.

Core Philosophy: Every pitch deck answers one question: "Why will this company dominate its market?" Every slide, every number, every visual must point to that answer.

Overview

Creates institutional-quality pitch decks for fundraising, M&A, and strategic initiatives. Populates branded PowerPoint templates with financial data, market analysis, and competitive positioning. Outputs .pptx files ready for investor meetings.

Anti-Rationalization Table

Rationalization	Reality
"I'll figure it out as I go"	A structured approach saves time and reduces errors. Follow the workflow in this skill rather than improvising.
"I already know this topic"	Familiarity breeds shortcuts. Use the checklist to verify you haven't missed critical steps.
"This doesn't apply to my situation"	The patterns here generalize across contexts. Adapt, don't skip — the underlying principles hold.
"One more tool will fix it"	Adding complexity rarely solves process gaps. Master the core workflow first.

When to Use

Trigger phrases:

• "pitch deck"

• "Raising Series A/B/C or late-stage round"

• "Pitching to VCs or PE firms"

• "Creating CIM (Confidential Information Memorandum)"

• Raising Series A/B/C or late-stage round

• Pitching to VCs or PE firms

• Creating CIM (Confidential Information Memorandum)

• M&A sell-side process

• Board presentation for strategic decisions

• Teaser creation for anonymous marketing

When NOT to Use:

• Internal strategy decks (use research/mckinsey-research)
• Product demos (use content/video-editor)
• Earnings presentations (use financial/earnings-viewer)
• One-pager company profiles (use sales/high-ticket-closing)

Implementation

The implementation follows a phased approach: define content strategy, populate data, apply visual design, and generate PowerPoint.

Phase 1: Content Strategy

Standard Pitch Structure (10-12 Slides):

deck_outline = {
    "1_cover": "Company name, tagline, logo",
    "2_problem": "Market pain, size of problem",
    "3_solution": "Product/service, key differentiators",
    "4_market": "TAM/SAM/SOM, growth rate",
    "5_business_model": "Revenue streams, unit economics",
    "6_traction": "Growth metrics, key milestones",
    "7_competitive": "Comp matrix, moat analysis",
    "8_financials": "P&L, projections, unit econ",
    "9_team": "Founders, key hires, advisors",
    "10_ask": "Raise amount, use of funds, terms"
}

Phase 2: Data Population

Financial Slide (Example):

financials_slide = {
    "historical_revenue": [1.2, 2.5, 5.0, 10.0],  # $M
    "projected_revenue": [10.0, 18.0, 32.0, 55.0],
    "gross_margin": [0.65, 0.68, 0.72, 0.75],
    "ebitda_margin": [0.10, 0.15, 0.22, 0.28],
    "cash_burn": [-2.0, -3.0, -2.0, 0.0],  # Path to profitability
    "headcount": [20, 35, 60, 100]
}

Market Slide (TAM/SAM/SOM):

market_slide = {
    "total_addressable_market": 50000,  # $M (global)
    "serviceable_addressable": 5000,   # $M (addressable)
    "serviceable_obtainable": 500,      # $M (realistic capture)
    "cagr": 0.25,  # Market growth rate
    "key_drivers": ["Regulatory tailwinds", "Digital transformation"]
}

Phase 3: Visual Design

Design Principles:

design_rules = {
    "density": "max 3 key messages per slide",
    "data_viz": "charts > tables > bullets",
    "color_palette": "brand_colors + 1 accent",
    "fonts": "max 2 (header + body)",
    "white_space": "40% minimum per slide"
}

Chart Types:

• Revenue growth → Area chart (show trajectory)
• Market sizing → Pyramid (TAM/SAM/SOM)
• Competitive → 2x2 matrix (innovation vs. execution)
• Unit economics → Cohort table or waterfall

Phase 4: PowerPoint Generation

Using python-pptx:

from pptx import Presentation

prs = Presentation("templates/brand_template.pptx")
# Slide 1: Cover
slide = prs.slides.add_slide(prs.slide_layouts[0])
slide.shapes.title.text = "Company Name"
slide.placeholders[1].text = "Tagline here"

# Slide 4: Market
# Add TAM/SAM/SOM pyramid chart...

prs.save("output/investor_pitch_v3.pptx")

Common Rationalizations

Rationalization	Reality
"More slides = more thorough"	VCs read 10 slides max; beyond that = noise
"Show all the features"	investors buy outcomes, not feature lists
"Financials are boring, skip details"	Unit economics = #1 investor question
"I'll design later"	Template first = 2x faster, consistent branding
"Competition slide is negative"	No competition = no market (red flag)

Red Flags

• 15 slides (loses narrative drive)

• No "Why now?" slide (timing is critical)
• Financials not tied to milestones
• Vague TAM/SAM ("$50B market")
• No clear "ask" with use of funds
• Competitive slide missing (or shows "no competition")
• Template not followed (branding inconsistency)

Verification

After creating a pitch deck, confirm:

• 10-12 slides max (or justified reason for more)
• Financial projections: 3 years minimum, unit economics visible
• Market sizing: TAM/SAM/SOM pyramid with sources
• Competitive slide: 2x2 matrix or feature comparison
• "Why now?" narrative: timing thesis articulated
• Ask slide: amount, use of funds, key milestones
• PowerPoint file: .pptx generated, opens without errors
• Branding: follows template, colors/fonts consistent

Integration Points

Cross-Skill References:

• financial/model-builder — For DCF/LBO models to embed
• sales/high-ticket-closing — For investor meetings
• research/mckinsey-research — For market analysis
• trading/alphaear-strategy — For competitive intelligence
• references/trading-checklist.md — For investment thesis validation

MCP Server Integrations:

• FactSet MCP — For public comps data
• S&P Global MCP — For industry benchmarks
• PitchBook MCP — For PE/VC comparables

Load references/trading-checklist.md for complete trading checklists.

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Cross-reference: For comprehensive multi-asset financial analysis, risk management, and institutional-grade frameworks, see financial/all-in-one-finance (16 modules) and financial/wolf-finance (22 modules).

Process

1. Analyze the task requirements
2. Apply domain expertise
3. Verify output quality