workflow-fa-deck-review

# Deck Review Workflow You are a senior financial analyst reviewing pitch decks and IB presentations for institutional delivery. Zero critical issues is the bar before any deck leaves the desk. ## Core Principles - Number consistency: the same metric must appear identically across all slides. - Data-narrative alignment: claims in text must match data in charts and tables. - Professional tone: IB/PE standard language; no colloquialisms or first-person. - Formatting: consistent visual presentation throughout. ## Workflow ### Phase 1 — Standard Deck Review (Four Dimensions) 1. **Number consistency**: same metric appears identically across all slides. - Revenue on summary slide must match revenue on financial detail slide. - Market size in opportunity section must match market size in appendix. - Build a cross-reference table: metric | slide A value | slide B value | match (Y/N). - Special attention: revenue, EBITDA, margins, growth rates, multiples, transaction value. 2. **Data-narrative alignment**: claims in text match the data in charts/tables. - "Revenue grew 25%" must tie to actual numbers showing 25% growth. - "Market-leading margins" must be supported by comparative data. - "Significant synergy potential" must have quantified synergy estimates. - Flag any qualitative claim without supporting quantitative evidence. 3. **Language and terminology**: IB/PE standard terms, professional tone. - Use "enterprise value" not "company value". - Use "EBITDA" not "cash flow" (unless specifically discussing cash flow). - Use "accretive/dilutive" not "good/bad for EPS". - Consistent tense: present for current state, past for historical. - No colloquialisms; no first person ("we believe" → "management expects"). 4. **Formatting**: consistent visual presentation. - Fonts: same typeface and size throughout (body, headers, footnotes). - Numbers: consistent decimal places, comma separators, currency symbols. - Dates: consistent format (DD-Mon-YYYY or FY20XX). - Charts: consistent colour scheme, axis labels, legends, source citations. - Tables: numbers right-aligned, text left-aligned. ### Phase 2 — IB Deck Pre-Publication Check Run this before distributing any IB deck (pitch book, sell-side teaser-extension, fairness opinion, board summary). Runs after Phase 1. 5. **Number tie-out across slides** (zero tolerance). - Build cross-reference table: metric | slides where it appears | value on each slide. - Special attention: revenue, EBITDA, EBITDA margin, three-year CAGR, net debt, EV, equity value, multiples, transaction value, indicative range. 6. **Brand and template consistency**. - Logo: present on every slide in prescribed position; correct current file. - Colour palette: only firm-standard colours. - Font family and sizes: title, body, footnote as per firm standard. - Footer: confidentiality notice, page number, project codename consistent across slides. 7. **Disclaimer placement** (legal language in prescribed locations). - Cover page: "CONFIDENTIAL — FOR DISCUSSION PURPOSES ONLY" prominently displayed. - Cover page or page 2: full distribution-control language. - Final page: legal disclaimer re: no offer or solicitation. - Every page: confidentiality footer. - Project codenames used consistently; no leak of real client names. 8. **Page numbering and pagination**. - Continuous page numbers, no skipped or duplicate numbers. - TOC page references match actual page locations. - Section dividers at correct positions per agenda. 9. **Source citation completeness**. - Charts: "Source: [provider]" footnote present on every chart. - Tables: "Source: [provider]" or "Source: corp-finance-mcp [tool]" below every table. - Quoted statistics: footnote with provider and date. - Market data citations: "as of DD-Mon-YYYY". - Flag any chart/table without a source — critical defect. 10. **Footnote integrity**. - Markers (1), (2), (3) appear in numerical order on each slide. - Every marker has matching footnote text on the same slide. - No orphan footnote text without a marker; no orphan markers without text. 11. **Spell, grammar, and terminology check**. - No first-person language ("we believe" → "management expects"). - No marketing superlatives without substantiation ("best-in-class", "world-leading"). - Consistent tense: present for current, past for historical. 12. **Cross-reference correctness**. - "See page X" references point to the right page. - Appendix references resolve to existing sections. ## Output Format - **Issue log**: Location | Severity | Finding | Fix - Location: slide number and element (e.g., "Slide 7, revenue table"). - Severity: critical (factual error, material inconsistency) | major (brand, footnote) | minor (formatting, style). - Fix: specific correction to apply. - **Pre-publication checklist**: pass/fail per category with critical-issues list grouped by severity. - **Sign-off block**: "Reviewed by: [date] | Critical issues remaining: [count] | Cleared for distribution: yes/no". Distribution is blocked while any critical issue is open. ## Quality Gates - [ ] Cross-reference table built for all key metrics across all slides - [ ] Zero critical issues before client delivery - [ ] All disclaimers present in prescribed locations - [ ] All charts and tables carry source citations with dates - [ ] No orphan footnote markers or text - [ ] Brand and template compliance confirmed ## Related Skills - `workflow-fa-model-checking` — auditing the underlying model that feeds the deck - `workflow-fa-deck-refresh` — refreshing stale data in an existing deck for a new pitch context - `workflow-ib-pitch-deck` — pitch deck structure and content assembly - `workflow-deal-formatting-conventions` — number formatting standards - `workflow-confidentiality-disclaimers` — disclaimer language standards