ib-deck-qc

To check an investment banking deck for circulation readiness, review number tie-outs, source coverage, chart consistency, and formatting. You need extracted text, source references, and visual inspection of rendered pages to validate repeated metrics, units, caveats, and narrative consistency.

Number tie-out in a pitch book or CIM verifies that repeated metrics, currency scale, periods, percentages, basis points, and valuation references remain consistent across all pages. This process catches numerical errors before external sharing.

Review sources and footnotes in a financing deck by flagging missing sources, stale dates, incomplete caveats, and unsupported market or management claims. This source verification ensures all external materials maintain client trust and accuracy.

Yes, chart and narrative QC compares chart labels, takeaways, page titles, and surrounding bullets to catch contradictions in a valuation deck. This visual inspection validates that visual data aligns with the written narrative.

Before running circulation readiness checks on a committee readout, you need extracted text from the deck, source or model references, and visual inspection of rendered pages to validate metrics, units, caveats, and narrative consistency.