workflow-pptx-valuation-layout

# Slide Deck — Valuation and Scenario Slide Layouts ## What this skill covers Standardised markdown templates for the valuation-facing slides in financial decks: the bull/base/bear scenario table, company overview with headline metrics, financial profile, and LBO returns slides. All number cells must reference tool output — LLM-generated figures are not permitted. ## Tool references | Tool | Slide | |------|-------| | `dcf_model` | DCF valuation column in bull/base/bear table | | `scenario_analysis` | Probability weights and scenario assumptions | | `lbo_model` | LBO returns slide (PE/IC decks) | | `returns_calculator` | IRR, XIRR, MOIC, cash-on-cash in IC deck | | `waterfall_calculator` | LP/GP distribution in IC deck | | `target_price` | Research deck price target | | `comps_analysis` | EV/EBITDA range for valuation cross-check | | `fmp_income_statement` | Revenue and EBITDA actuals for headline metrics | ## Valuation slide — bull / base / bear layout This is the mandatory format for any deck that presents a valuation recommendation. ``` ## Valuation: Bull / Base / Bear | Scenario | Equity Value | EV/EBITDA | Implied per Share | Probability | |----------|--------------|-----------|-------------------|-------------| | Bull | $[X]M | [A]x | $[a] | [P1]% | | **Base** | **$[Y]M** | **[B]x** | **$[b]** | **[P2]%** | | Bear | $[Z]M | [C]x | $[c] | [P3]% | Probability-weighted value: $[W] **Key drivers** - Bull: [revenue growth assumption], [margin assumption], [exit multiple] - Base: [revenue growth assumption], [margin assumption], [exit multiple] - Bear: [revenue growth assumption], [margin assumption], [exit multiple] *Source: corp-finance-mcp dcf_model, scenario_analysis | CONFIDENTIAL* --- ``` Rules: - Probability weights must sum to 100% — verify before publishing. - Base case row is bolded. - Equity value in $M (or $B if >$1B); EV/EBITDA in x to one decimal; per-share to two decimals. - Negative values in parentheses: ($123). - Probability-weighted value = Σ(equity value × probability weight). ## Company overview slide — headline metrics box ``` ## Company Overview **Business** [2-3 sentence description: what the business does, where it operates, how it makes money] **Differentiators** - [Proprietary technology, process, or IP] - [Customer concentration / contract structure] - [Geographic footprint or market position] **Headline Metrics** | Metric | LTM | Source | |--------|-----|--------| | Revenue | $[X]M | tool: fmp_income_statement | | EBITDA | $[Y]M | tool: fmp_income_statement | | Margin | [Z]% | derived | | Net Debt | $[A]M | tool: fmp_balance_sheet | | EV | $[B]M | tool: fmp_enterprise_values | *Source: corp-finance-mcp + FMP, as of [DD-Mon-YYYY] | CONFIDENTIAL* --- ``` The Headline Metrics table must cite the specific tool or data provider for every row. "Derived" is acceptable only for calculated metrics (margins, ratios) where the inputs are already cited. ## LBO returns slide — IC deck format ``` ## LBO Returns | Scenario | Entry EV | Exit EV | Equity Multiple (MOIC) | IRR | Hold Period | |----------|----------|---------|------------------------|-----|-------------| | Upside | $[X]M | $[A]M | [M1]x | [R1]% | [Y] years | | **Base** | **$[X]M**| **$[B]M**| **[M2]x** | **[R2]%** | **[Y] years** | | Downside | $[X]M | $[C]M | [M3]x | [R3]% | [Y] years | **Key LBO assumptions (base case)** - Entry multiple: [A]x LTM EBITDA - Debt / EBITDA: [B]x (total leverage); [C]x (senior); [D]x (sub/mezz) - Exit multiple: [E]x (year [N]) - Revenue CAGR: [F]% - EBITDA margin at exit: [G]% *Source: corp-finance-mcp lbo_model, returns_calculator | CONFIDENTIAL* --- ``` ## Financial profile slide ``` ## Financial Profile | ($M) | [Year-2] | [Year-1] | LTM | [Year+1]E | [Year+2]E | |------|----------|----------|-----|-----------|-----------| | Revenue | [A] | [B] | [C] | [D] | [E] | | YoY growth | — | [x]% | — | [x]% | [x]% | | EBITDA | [A] | [B] | [C] | [D] | [E] | | EBITDA margin | [x]% | [x]% | [x]% | [x]% | [x]% | | Capex | ([A]) | ([B]) | ([C]) | ([D]) | ([E]) | | Free Cash Flow | [A] | [B] | [C] | [D] | [E] | Actuals: FMP fmp_income_statement | Estimates: corp-finance-mcp dcf_model (base case) *Source: FMP, corp-finance-mcp | CONFIDENTIAL* --- ``` Rules: - Negatives in parentheses: (123). - Growth rates to one decimal: 12.3%. - Multiples to one decimal: 8.5x. - Currency in $M unless EV >$1B, then $B. - Estimates column headers carry an "E" suffix. - Actuals and estimates distinguished by source citation. ## Quality gates - Bull/base/bear probability weights sum to exactly 100%. - Base case is visually distinguished (bold row). - Every number in the Headline Metrics and Financial Profile tables cites a tool or data provider. - Negative values use parentheses — no minus signs. - LBO returns slide includes entry/exit multiple, leverage, and hold period — no returns without context. ## Related skills - `workflow-pptx-deck-structure` — master deck structure and slide order - `workflow-pptx-comps-table` — comps table and sensitivity slide (referenced from valuation slides as cross-check) - `workflow-pptx-mcp-writer-binding` — converting the markdown valuation slides to SlideDeckSpec for `office_pptx_write` ## Routing **Primary agent:** `cfa-private-markets-analyst` (pitch and IC decks) **Secondary agent:** `cfa-equity-analyst` (research decks)