anthropic-fs-investment-banking-strip-profile

name	anthropic-fs-investment-banking-strip-profile
description	Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

Workflow

1. Clarify Requirements

• Ask the user: Single-slide or multi-slide (3-4 slides)?
• Ask the user: Any specific focus areas or topics to emphasize?
• Only after user confirms, proceed to research

2. Research & Planning

Data Sources:

• Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
• Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
• Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
• News: Press releases from last 90 days, M&A activity, guidance changes

Required Metrics:

• Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
• Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
• Growth: YoY growth rates (%)
• Ownership: Top 5 shareholders with % ownership
• Segments: Product mix and/or geographic mix (% breakdown)

Normalization:

• Convert all amounts to consistent currency
• Scale consistently ($mm or $bn throughout, not mixed)

Before Building:

• Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
• Print style choices: fonts, colors (hex codes), chart types for each data set
• Get user alignment: "Does this outline and visual strategy align with your vision?"

3. Slide-by-Slide Creation

CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.

For EACH slide:

1. Create ONLY this one slide with PptxGenJS
2. MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them:

   soffice --headless --convert-to pdf presentation.pptx
   pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
   

3. MANDATORY VISUAL REVIEW: You MUST carefully examine the rendered slide image before proceeding:
   • Text overlap check: Scan every text element - do any labels, bullets, or titles collide with each other?
   • Text cutoff check: Is any text truncated at boundaries? Are all words fully visible?
   • Chart boundary check: Do charts stay within their containers? Are ALL axis labels fully visible?
   • Quadrant integrity: Does content in one quadrant bleed into adjacent quadrants?
4. If ANY overlap or cutoff is detected: Fix immediately using these strategies in order:
   • First: Reduce font size (go down 1-2pt)
   • Second: Shorten text (abbreviate, remove less critical info)
   • Third: Adjust element positions or container sizes
   • Re-render and verify again - do not proceed until all text fits cleanly
5. Show slide image to user with download link
6. STOP and wait for explicit user approval before creating the next slide. Do NOT proceed until user confirms.

YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:

• Table rows colliding with text below them
• Chart x-axis labels cut off at bottom
• Long bullet points wrapping into adjacent content
• Quadrant content bleeding into adjacent quadrants
• Title text overlapping with content below
• Legend text overlapping with chart elements
• Footer/source text colliding with main content

---

Slide Format Requirements

Information Density is Critical

The #1 goal is MAXIMUM information density. A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity.

Per quadrant targets:

• Company Overview: 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)
• Business & Positioning: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix)
• Key Financials: Table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth rates, valuation multiples)
• Fourth quadrant: 5-7 bullets (ownership %, recent M&A, developments, catalysts)

Information packing techniques:

• Combine related facts: "HQ: Austin, TX; Founded: 2003; 140K employees"
• Always include numbers: "$50B revenue" not "large revenue"
• Add context: "EBITDA margin: 25% (vs. 18% industry avg)"
• Include YoY changes: "Revenue: $125M (+28% YoY)"
• Use percentages: "Enterprise: 62% of revenue"

If a quadrant looks sparse, add more:

• Segment breakdowns with %
• Geographic revenue splits
• Customer concentration (top 10 = X%)
• Recent contract wins with $ values
• Guidance vs. consensus
• Insider ownership %

Line spacing - use single textbox per section:

def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8):
    """Header + bullets in single textbox with natural spacing"""
    tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3))
    tf = tb.text_frame
    tf.word_wrap = True

    # Header paragraph
    p = tf.paragraphs[0]
    p.text = header_text
    p.font.bold = True
    p.font.size = Pt(header_size)
    p.font.color.rgb = RGBColor(0, 51, 102)
    p.space_after = Pt(6)  # Small gap after header

    # Bullet paragraphs
    for bullet in bullets:
        p = tf.add_paragraph()
        p.text = bullet
        p.font.size = Pt(bullet_size)
        p.space_after = Pt(3)
    return tb

Key spacing principles:

• Put header + bullets in SAME textbox (no separate header textbox)
• Use space_after = Pt(6) after header, Pt(3) between bullets
• Don't hardcode gaps - let paragraph spacing handle it naturally
• If content overflows, reduce font by 1pt rather than removing content

---

• 3-4 dense slides - use quadrants, columns, tables, charts

• Bullets for ALL body text - NEVER paragraphs. Use ONE textbox per section with all bullets inside - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:

  // CORRECT: Single textbox with bullet list - each array item becomes a bullet
  // Position in top-left quadrant (Company Overview) - after header with accent bar
  slide.addText(
    [
      { text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
    ],
    { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
  );
  
  // WRONG: Multiple separate textboxes for each bullet - causes alignment issues
  // slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
  

  Bullet formatting tips:

  • bullet: { indent: 10 } - controls bullet indentation (smaller = tighter)
  • paraSpaceAfter: 6 - space after each paragraph in points
  • Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")
  • Include specific numbers and percentages for information density

• Title case for titles (not ALL CAPS), left-aligned

• Consistent fonts everywhere including tables

• Company's brand colors - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.

• Follow brand guidelines if provided

Visual Reference

See examples/Nike_Strip_Profile_Example.pptx for layout inspiration. Adapt colors to each company's brand.

---

First Page Layout

Must pass "30-second comprehension test" for a busy executive.

Slide Setup (CRITICAL)

Use 4:3 aspect ratio (standard IB pitch book format):

const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3';  // 10" wide × 7.5" tall - MUST USE THIS

Slide Coordinate System

PptxGenJS uses inches. 4:3 slide = 10" wide × 7.5" tall.

• x: horizontal position from left edge (0 = left, 10 = right)
• y: vertical position from top edge (0 = top, 7.5 = bottom)
• Content must stay within bounds - leave 0.3" margin on all sides

First Page Positioning (in inches)

┌─────────────────────────────────────────────────────────────────┐
│ y=0.2  Title: Company Name (Ticker)                             │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6  Company Overview    │ y=0.6  Business & Positioning      │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.0                      │ h=3.0                              │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7  Key Financials      │ y=3.7  Stock/Recent Developments   │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.5                      │ h=3.5                              │
└────────────────────────────┴────────────────────────────────────┘
                                                            y=7.5

Title Section (y=0.2)

Company Name (Ticker) - Example: Tesla, Inc. (TSLA)

slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });

4-Quadrant Layout (y=0.6 to y=7.2)

Quadrant	Position	Content
1	x=0.3, y=0.6, w=4.7, h=3.0	Company Overview: HQ, founded, key stats, business summary (4-5 bullets)
2	x=5.0, y=0.6, w=4.7, h=3.0	Business & Positioning: revenue drivers, products/services, competitive position, growth drivers (4-5 bullets)
3	x=0.3, y=3.7, w=4.7, h=3.5	Key Financials: Revenue, EBITDA, margins, EPS, FCF + Valuation (Mkt Cap, EV, multiples) — table OR chart, not both
4	x=5.0, y=3.7, w=4.7, h=3.5	For public companies: 1Y stock price chart + top shareholders. For private: Recent developments or Ownership/M&A history

Font Sizes - USE THESE EXACT VALUES

Element	Size	Notes
Slide title	24pt	Bold, company brand color
Quadrant headers	14pt	Bold, with accent bar
Body/bullet text	11pt	Regular weight
Table text	10pt	Use 9pt for dense tables
Chart labels	9pt	Keep labels short
Source/footer	8pt	Bottom of slide

CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.

Visual Accents (REQUIRED)

Each quadrant header MUST have a colored accent bar to the left:

// Add accent bar for quadrant header
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 0.6, w: 0.08, h: 0.25,
  fill: { color: 'E31937' }  // Use company brand color
});
slide.addText('Company Overview', {
  x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

Visual elements to include:

• Accent bars next to all section headers (brand color)
• Thin horizontal divider line between top and bottom quadrants
• Company logo in top-right corner if available
• Subtle gridlines in tables (light gray #CCCCCC)

First Page Formatting

• Font: Arial (or as specified by user/brand guidelines)
• Quadrant titles: Title Case (not ALL CAPS), e.g., "Company Overview" not "COMPANY OVERVIEW"
• Bullets: Bold key terms at start, e.g., "Market Position: Leading global manufacturer..."
• White background only — no boxes, fills, or shading
• Section headers: bold text, follow brand guidelines for styling
• All quadrants equally sized and aligned

---

Subsequent Pages: Free-Form Layouts

• Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts
• Each page elaborates on first page content
• Maintain consistent typography and color scheme
• Suggested flow: Products/Market → Financial Analysis → Leadership

---

Charts (Multi-Slide Profiles)

For multi-slide profiles: Include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.

For single-slide profiles: Use tables for financials (more space-efficient). Only add a chart if it replaces the table, not in addition to it.

Data Type	Chart Type
Revenue trends	Line or column (multi-year)
Geographic breakdown	Horizontal bar
Product mix	Pie with percentages
Financial comparison	Column
Stock price (1Y daily)	Line

Chart Code Examples

Horizontal Bar (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.BAR, [{
  name: 'FY2024 Revenue by Region',
  labels: ['North America', 'EMEA', 'China', 'APLA'],
  values: [21.4, 13.6, 7.6, 6.7]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  barDir: 'bar', chartColors: ['FF6B35'], showValue: true,
  dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
  dataLabelFormatCode: '$#,##0.0B',
  title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});

Pie Chart (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.PIE, [{
  name: 'Product Mix',
  labels: ['Footwear', 'Apparel', 'Equipment'],
  values: [68, 29, 3]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  showPercent: true, showLegend: true, legendPos: 'r',
  dataLabelFontSize: 10, legendFontSize: 10,
  chartColors: ['FF6B35', '2C2C2C', '4A4A4A'],
  title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true
});

Line Chart (full width for subsequent slides):

slide.addChart(pptx.charts.LINE, [{
  name: 'Revenue ($B)',
  labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
  values: [44.5, 46.7, 48.5, 51.4, 54.2]
}], {
  x: 0.3, y: 1.2, w: 9.4, h: 5.5,  // Full width for 4:3 slide
  chartColors: ['FF6B35'], showValue: true, lineSmooth: true,
  dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
  title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});

---

Financial Data Formatting

Always use native PptxGenJS tables or charts - NEVER plain text prose or HTML tables.

Use slide.addTable() for financial data (fits in bottom-left quadrant for 4:3 slide):

// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
  x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

// Financial data table
slide.addTable([
  [{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
  ['Revenue', '$51.4B', '$54.2B'],
  ['YoY Growth', '+6.0%', '+5.5%'],
  ['EBITDA', '$8.9B', '$9.5B'],
  ['EBITDA Margin', '17.3%', '17.5%'],
  ['EPS', '$3.42', '$3.75'],
  ['Market Cap', '$185B', '—'],
  ['EV/EBITDA', '12.5x', '11.7x']
], {
  x: 0.45, y: 4.1, w: 4.3, h: 3.0,  // Below header in bottom-left quadrant
  fontFace: 'Arial', fontSize: 10,
  border: { pt: 0.5, color: 'CCCCCC' },
  valign: 'middle',
  colW: [1.8, 1.25, 1.25]  // Column widths
});

❌ Incorrect: Plain text like Note: FY2024 revenue growth +1.0%, Net Income $5.1B... ❌ Incorrect: HTML tables that don't convert properly to PowerPoint

For projections, use Bear/Base/Bull case scenarios in structured tables.

---

Quality Checklist

First Page

• Title section with company name, ticker, industry
• Exactly 4 equal quadrants below title
• All bullets, no paragraphs, 1 line max each
• Financials in table or chart (not both)

All Slides

• No text overflow or cutoff
• Consistent fonts and colors throughout
• Charts render correctly
• No placeholder text - all actual data
• Consistent scaling ($mm or $bn, not mixed)
• Sources cited
• Investment banking quality (GS/MS/JPM standard)

Note: Reference the PPTX skill for PowerPoint file creation.

Native Upstream

Imported from Anthropic Financial Services: https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/strip-profile