fsi-strip-profile

Generate 1-4 investment banking strip profile slides with quadrant layouts.

Updated Mar 17, 2026
One-click install
npx skills add https://github.com/AlexZWANG1/Prism --skill fsi-strip-profile-alexzwang1
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fsi-strip-profile
Source: https://github.com/AlexZWANG1/Prism/tree/main/financial-services-plugins/investment-banking/skills/strip-profile
Command: npx skills add https://github.com/AlexZWANG1/Prism --skill fsi-strip-profile-alexzwang1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Streamlines the creation of professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations by automating data gathering and slide layout.

Core Features & Use Cases

  • Automated slide generation: Produces 1-4 information-dense slides with quadrant layouts, charts, and tables.
  • Research & data planning: Outlines required data sources and metrics (financials, ownership, segments) for informed profiles.
  • Slide-by-slide creation with approval: Builds each slide sequentially and requires user confirmation before proceeding to the next.

Quick Start

Provide a company name and focus area, and instruct the agent to generate a 3-4 slide strip profile following the quadrant layout.

Frequently Asked Questions about fsi-strip-profile

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate investment banking strip profiles for pitch books?

To generate investment banking strip profiles for pitch books, provide a company name and focus area to automate data gathering, outline drafting, and slide-by-slide creation. This process produces 1-4 information-dense slides with quadrant layouts, charts, and tables for client presentations.

What is a strip profile in M&A deal documentation?

A strip profile in M&A deal documentation is a concise company overview used for deal sourcing and financing discussions. It consolidates researched data sources, financials, ownership, and business segments into quadrant layouts across 1-4 slides within pitch books.

Can I review and approve each slide during pitch book generation?

Yes, you can review and approve each slide during pitch book generation. The workflow builds each slide sequentially and requires explicit user confirmation before proceeding to the next, ensuring quality control throughout the creation of deal materials.

How do I structure data research for a company profile slide?

To structure data research for a company profile slide, the system automates the planning phase by outlining required data sources and metrics. It identifies necessary financials, ownership details, and business segments to ensure your profile slides are comprehensive and informed.

Does this strip profile generator support financing discussions and deal sourcing?

Yes, this strip profile generator supports financing discussions and deal sourcing. It is specifically designed for M&A pitches and client presentations, applying quadrant layouts to organize dense company data into professional deal documentation efficiently.