Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
复制安装指令,让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "pitch-deck" 技能: 1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/agent-plugins/pitch-agent/skills/pitch-deck/SKILL.md 2. 保存为 ~/.claude/skills/pitch-deck/SKILL.md 3. 装好后重载技能,告诉我可以用了
Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.
| File | Purpose |
|---|---|
formatting-standards.md | Text, bullets, tables, charts, alignment |
slide-templates.md | Content mapping guidance for common slide types |
xml-reference.md | PowerPoint XML patterns for tables, shapes, arrows |
calculation-standards.md | Financial formulas for verification (CAGR, consensus) |
What type of task is this?
┌─ Populating empty template with source data?
│ └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│ └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
└─→ See "Common Failures" table, apply targeted fixes
LibreOffice is used for validation but DOES NOT render PowerPoint files accurately. It will mangle fonts, gradients, shape positions, text wrapping, and some table formatting.
What this means: A slide that passes visual validation in LibreOffice may still have issues in Microsoft PowerPoint. The validation loop catches structural issues (missing content, broken tables, placeholder formatting retained) but cannot catch font substitution, subtle alignment shifts, or gradient problems.
Required action: Always include this statement when delivering output:
"This file was validated using LibreOffice. Please review in Microsoft PowerPoint before distribution, as rendering differences may exist."
Copy and track progress:
Pitch Deck Progress:
- [ ] Phase 1: Extract and validate source data
- [ ] Phase 2: Map content to template sections
- [ ] Phase 3: Populate slides with proper formatting
- [ ] Phase 4: Validate → Fix → Repeat until clean
- [ ] Phase 5: Final verification
[filename]_backup.pptx. Direct XML editing or unexpected errors can corrupt files.calculation-standards.md for formulasslide-templates.md for mapping guidanceslide-templates.md for resolutionformatting-standards.md…
用于搭建并购交易增厚摊薄模型,评估EPS影响、协同效应与交易结构敏感性
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.
Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.