Name: Ib Deck
Author: daloopa

name	ib-deck
description	Generate an institutional-grade investment banking pitch deck (HTML)
argument-hint	TICKER [--category ib-advisory\|activist-ls]

Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS

Before starting, read design-system.md for formatting conventions and data-access.md for data access methods. Also read the reference files in this skill's references/ directory for slide templates and components.

This skill generates a self-contained HTML presentation that can be opened in a browser and printed to PDF if needed.

Phase 1 — Requirements

Determine the deck category and scope:

Category (infer from context, or default to IB Advisory):

IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.

Firm Attribution:

Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See data-access.md Section 4.5.
Include firm name on the cover slide and in all slide footers.

Gather from the user or infer:

Target company (ticker)
Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
Key thesis or strategic rationale
Specific slides needed (or use the default 14-slide deck)

Phase 2 — Data Gathering

Look up the company by ticker using discover_companies. Capture company_id, latest_calendar_quarter, and latest_fiscal_quarter. Use latest_calendar_quarter to anchor all period calculations (see data-access.md Section 1.5).

Use Daloopa MCP for all financial data. Target comprehensive coverage:

5+ years of quarterly financials — calculate 20+ quarters backward from latest_calendar_quarter (income statement, balance sheet, cash flow)
Segment and geographic breakdowns
All company-specific operating KPIs
6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see data-access.md Section 2)
Guidance and consensus (see data-access.md Section 3)
SEC filings — risk factors, growth drivers, M&A commentary, strategic language

Get market data for the target and all peers:

Current price, market cap, shares outstanding, beta, trading multiples
Historical price data for TSR comparison

Market data resolution order (see data-access.md Section 2):

MCP market data tools (if available)
Web search for current quotes, multiples, and historical data
Sensible defaults (industry-average multiples if specific data unavailable)

Phase 3 — Analysis

Run the core analyses needed for the deck:

Valuation: DCF (WACC, 5Y FCF projections, terminal value, sensitivity), comps table, implied valuation range
Scenario analysis: Bull/base/bear with bottoms-up segment builds — be honest about which scenario is most likely
Capital allocation: Buybacks, dividends, shareholder yield, leverage — flag any value-destructive patterns
Financial projections: 3-5 year forward estimates — challenge assumptions, don't just extrapolate

DCF Methodology (inline calculation):

Project 5 years of unlevered free cash flows (UFCF = NOPAT + D&A - CapEx - ΔWC)
Discount at WACC (beta-based or peer-median if unavailable)
Terminal value using perpetuity growth method (TGR 2-3%)
PV of FCFs + PV of TV = EV → subtract net debt → equity value → per-share price

Critical assessment: The deck should present an honest analytical view, not a promotional pitch. If the valuation looks stretched, say so. If growth is decelerating, show it clearly. If risks are material, give them proper weight. Institutional investors will dismiss analysis that reads as advocacy rather than research.

Phase 4 — Build Presentation

Generate a self-contained HTML file following the templates in references/slide-templates.md. Use components from references/financial-components.md.

Slide structure (default 14-slide deck — adapt based on purpose):

Cover — Company name, deck title, date, "CONFIDENTIAL" (if IB Advisory)
Disclaimer — Standard legal boilerplate
Table of Contents — Numbered sections
Section Divider: Situation Overview
Executive Summary — Two-column: situation overview + key findings
Company Overview — KPI callout row + business description + segment breakdown
Financial Summary — Dense income statement + margins + per-share + growth rates
Section Divider: Valuation Analysis
Peer Benchmarking — Full comps table (6-10 peers, trading multiples, footnoted)
Valuation Analysis — Football field chart + methodology summary
DCF Detail — Projection table + sensitivity matrix + assumptions
Section Divider: Conclusion
Scenario Analysis — Bull/base/bear bars + metric comparison table
Appendix — Raw data tables, dense formatting

Key rules:

Every content slide must have minimum 2-3 data-rich elements (tables, charts, commentary)
No sparse slides — fill the space with analysis
All financial figures must include Daloopa citations
Follow design-system.md for colors, typography, number formatting
Use CSS @page with landscape orientation, 16:9 aspect ratio (1280×720px per slide)
Each slide is a <div class="slide"> with page-break-after: always
All data displayed in tables (no chart generation)

See references/ib-advisory-patterns.md for valuation methodology templates.

Phase 5 — Output

Present the complete HTML deck directly in your response. Use the HTML Report Template structure from design-system.md with slide-specific CSS from references/slide-templates.md.

Tell the user:

The deck is ready to view — open in any browser
To create a PDF: open in Chrome/Edge → Print → Save as PDF → set to Landscape orientation
2-3 sentence summary of the deck's key findings
Implied valuation range
How many slides were generated

Citation Format

Every financial figure must use Daloopa citation format: $X.XX million

All tables must follow the standard financial analysis format:

Columns = time periods (Q1 2024, Q2 2024, etc.)
Rows = financial metrics (Revenue, Net Income, etc.)

Data sourced from Daloopa.

name	ib-deck
description	Generate an institutional-grade investment banking pitch deck (HTML)
argument-hint	TICKER [--category ib-advisory\|activist-ls]

Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS

This skill generates a self-contained HTML presentation that can be opened in a browser and printed to PDF if needed.

Phase 1 — Requirements

Determine the deck category and scope:

Category (infer from context, or default to IB Advisory):

IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.

Firm Attribution:

Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See data-access.md Section 4.5.
Include firm name on the cover slide and in all slide footers.

Gather from the user or infer:

Target company (ticker)
Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
Key thesis or strategic rationale
Specific slides needed (or use the default 14-slide deck)

Phase 2 — Data Gathering

Use Daloopa MCP for all financial data. Target comprehensive coverage:

5+ years of quarterly financials — calculate 20+ quarters backward from latest_calendar_quarter (income statement, balance sheet, cash flow)
Segment and geographic breakdowns
All company-specific operating KPIs
6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see data-access.md Section 2)
Guidance and consensus (see data-access.md Section 3)
SEC filings — risk factors, growth drivers, M&A commentary, strategic language

Get market data for the target and all peers:

Current price, market cap, shares outstanding, beta, trading multiples
Historical price data for TSR comparison

Market data resolution order (see data-access.md Section 2):

MCP market data tools (if available)
Web search for current quotes, multiples, and historical data
Sensible defaults (industry-average multiples if specific data unavailable)

Phase 3 — Analysis

Run the core analyses needed for the deck:

Valuation: DCF (WACC, 5Y FCF projections, terminal value, sensitivity), comps table, implied valuation range
Scenario analysis: Bull/base/bear with bottoms-up segment builds — be honest about which scenario is most likely
Capital allocation: Buybacks, dividends, shareholder yield, leverage — flag any value-destructive patterns
Financial projections: 3-5 year forward estimates — challenge assumptions, don't just extrapolate

DCF Methodology (inline calculation):

Project 5 years of unlevered free cash flows (UFCF = NOPAT + D&A - CapEx - ΔWC)
Discount at WACC (beta-based or peer-median if unavailable)
Terminal value using perpetuity growth method (TGR 2-3%)
PV of FCFs + PV of TV = EV → subtract net debt → equity value → per-share price

Phase 4 — Build Presentation

Generate a self-contained HTML file following the templates in references/slide-templates.md. Use components from references/financial-components.md.

Slide structure (default 14-slide deck — adapt based on purpose):

Cover — Company name, deck title, date, "CONFIDENTIAL" (if IB Advisory)
Disclaimer — Standard legal boilerplate
Table of Contents — Numbered sections
Section Divider: Situation Overview
Executive Summary — Two-column: situation overview + key findings
Company Overview — KPI callout row + business description + segment breakdown
Financial Summary — Dense income statement + margins + per-share + growth rates
Section Divider: Valuation Analysis
Peer Benchmarking — Full comps table (6-10 peers, trading multiples, footnoted)
Valuation Analysis — Football field chart + methodology summary
DCF Detail — Projection table + sensitivity matrix + assumptions
Section Divider: Conclusion
Scenario Analysis — Bull/base/bear bars + metric comparison table
Appendix — Raw data tables, dense formatting

Key rules:

Every content slide must have minimum 2-3 data-rich elements (tables, charts, commentary)
No sparse slides — fill the space with analysis
All financial figures must include Daloopa citations
Follow design-system.md for colors, typography, number formatting
Use CSS @page with landscape orientation, 16:9 aspect ratio (1280×720px per slide)
Each slide is a <div class="slide"> with page-break-after: always
All data displayed in tables (no chart generation)

See references/ib-advisory-patterns.md for valuation methodology templates.

Phase 5 — Output

Present the complete HTML deck directly in your response. Use the HTML Report Template structure from design-system.md with slide-specific CSS from references/slide-templates.md.

Tell the user:

The deck is ready to view — open in any browser
To create a PDF: open in Chrome/Edge → Print → Save as PDF → set to Landscape orientation
2-3 sentence summary of the deck's key findings
Implied valuation range
How many slides were generated

Citation Format

Every financial figure must use Daloopa citation format: $X.XX million

All tables must follow the standard financial analysis format:

Columns = time periods (Q1 2024, Q2 2024, etc.)
Rows = financial metrics (Revenue, Net Income, etc.)

Data sourced from Daloopa.

ib-deck

Phase 1 — Requirements

Phase 2 — Data Gathering

Phase 3 — Analysis

Phase 4 — Build Presentation

Phase 5 — Output

Citation Format

More from this repository

More from this repository

Phase 1 — Requirements

Phase 2 — Data Gathering

Phase 3 — Analysis

Phase 4 — Build Presentation

Phase 5 — Output

Citation Format