| 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],
"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],
"headcount": [20, 35, 60, 100]
}
Market Slide (TAM/SAM/SOM):
market_slide = {
"total_addressable_market": 50000,
"serviceable_addressable": 5000,
"serviceable_obtainable": 500,
"cagr": 0.25,
"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 = prs.slides.add_slide(prs.slide_layouts[0])
slide.shapes.title.text = "Company Name"
slide.placeholders[1].text = "Tagline here"
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:
Integration Points
Cross-Skill References:
financial/model-builder — For DCF/LBO models to embedsales/high-ticket-closing — For investor meetingsresearch/mckinsey-research — For market analysistrading/alphaear-strategy — For competitive intelligencereferences/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.
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
- Analyze the task requirements
- Apply domain expertise
- Verify output quality
