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:
- Create ONLY this one slide with PptxGenJS
- 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
- 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?
- 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
- Show slide image to user with download link
- 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:
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