Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".
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请帮我安装 askskill 上的 "ib-check-deck" 技能: 1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/agent-plugins/pitch-agent/skills/ib-check-deck/SKILL.md 2. 保存为 ~/.claude/skills/ib-check-deck/SKILL.md 3. 装好后重载技能,告诉我可以用了
Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.
This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:
.pptx file.This is read-and-report only — no edits — so the workflow is identical in both.
Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.
The script expects markdown-ish input with slide markers. Format as:
## Slide 1
[slide 1 text content]
## Slide 2
[slide 2 text content]
Run the extraction script on what you collected:
python scripts/extract_numbers.py /tmp/deck_content.md --check
It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.
Beyond what the script flags, verify:
Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.
IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.
See references/ib-terminology.md for replacement patterns.
Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.
Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.
Use references/report-format.md as the structure. Categorize by severity:
Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".