pitch-deck

Populates investment banking pitch deck templates with Excel or CSV data.

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill pitch-deck-anthropics
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pitch-deck
Source: https://github.com/anthropics/financial-services-plugins/tree/main/investment-banking/skills/pitch-deck
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill pitch-deck-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the population of investment banking pitch deck templates with data from source files, saving significant time and ensuring consistency.

Core Features & Use Cases

  • Template Population: Fills pre-defined PowerPoint templates with provided data (Excel, CSV).
  • Data Mapping: Maps source data to specific slide layouts and content areas.
  • Use Case: You have a standard pitch deck template and a set of financial data in an Excel file. This Skill will populate the template with your data, creating a ready-to-review draft pitch deck.

Quick Start

Use the pitch-deck skill to populate the template 'company-profile-template.pptx' with data from 'company-data.xlsx'.

Frequently Asked Questions about pitch-deck

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

FAQPage Schema
How do I populate a PowerPoint pitch deck template with data from Excel?

This Skill populates PowerPoint pitch deck templates by mapping Excel or CSV source data directly to specific slide layouts and content areas. It applies predefined formatting standards to ensure data accuracy and consistency across the generated investment banking presentation.

Can I use this to automatically map CSV data to investment banking presentation slides?

Yes, this Skill maps CSV data to investment banking presentation slides by matching source file content to predefined template layouts. It applies specified formatting standards to ensure data accuracy and consistency across all populated pitch deck slides.

Does this template population tool create pitch decks from scratch or only fill existing layouts?

This template population tool only fills existing PowerPoint layouts and does not create pitch decks from scratch. It is specifically designed to populate pre-defined investment banking pitch deck templates with provided data from source files like Excel or CSV.

What is the best way to automate investment banking pitch deck formatting across multiple slides?

The best way to automate investment banking pitch deck formatting is using a template population Skill that applies specified formatting standards during data mapping. This ensures data accuracy and consistency across all populated presentation slides automatically.

Do I need a predefined PowerPoint template before automating pitch deck data mapping?

Yes, you need a predefined PowerPoint template before automating pitch deck data mapping. This Skill specifically handles filling existing presentation templates with source data, rather than generating new pitch deck layouts from scratch.