pitch-deck

Populate investment banking pitch deck PowerPoint templates with Excel and CSV source data.

Updated May 27, 2026
One-click install
npx skills add https://github.com/cwstedctw/financial-services-tw --skill pitch-deck-cwstedctw
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pitch-deck
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/pitch-deck
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill pitch-deck-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill prevents slow, error-prone slide rebuilding by guiding you to fill an existing investment pitch deck template with your provided PowerPoint template plus source data, producing a structured deck with validated formatting and citations.

Core Features & Use Cases

  • Template-first pitch deck population: fills pre-designed PowerPoint slide templates using user-provided source files (Excel/CSV and related inputs).
  • Source-driven data mapping: extracts and maps specific figures into the correct slide sections (including tables and structured content).
  • Presentation QA with validation loop: checks readability, table integrity (actual PPT tables), placeholder removal, cross-slide consistency, and runs a LibreOffice-based validation workflow with a fix/revalidate cycle.
  • Built-in Taiwan finance localization rules: enforces Traditional Chinese (Taiwan usage), Taiwan-style units (萬/億/兆), T-IFRS/MOPS terminology, and requires verification for missing values marked as [需查證].
  • Mandatory PowerPoint-review disclaimer: notes LibreOffice validation may differ from Microsoft PowerPoint rendering.

Quick Start

Provide the empty PowerPoint pitch-deck template and the source Excel/CSV files, then ask the Skill to populate the template with the provided data and produce the completed deck ready for Microsoft PowerPoint review.

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 template with Excel data for an investment banking pitch deck?

To populate a pitch deck PowerPoint template, you provide the empty PPTX file and associated Excel/CSV source data so figures can be extracted, mapped to specific slide sections, and formatted into structured tables. The Skill handles the template population workflow and validates table integrity.

What is the best way to map financial source data into pitch deck slides?

Mapping financial source data into pitch deck slides requires extracting specific figures from user-provided Excel/CSV files and placing them into the correct pre-designed template sections, including creating actual PowerPoint tables, charts, and footnotes while removing original placeholders.

Does this pitch deck population workflow support Taiwan-style financial units and formatting?

Yes, the pitch deck population workflow enforces Taiwan finance localization rules, including Traditional Chinese terminology, Taiwan-style units (萬/億/兆), and T-IFRS/MOPS formatting standards, while marking any unmapped missing values for verification as [需查證].

How do I validate table formatting and slide consistency after populating a PowerPoint template?

You validate table formatting and slide consistency through a built-in QA loop that checks readability, removes placeholders, verifies cross-slide consistency, and runs a LibreOffice-based validation workflow with an automated fix and revalidate cycle.

Are there limitations when validating PowerPoint templates outside of Microsoft PowerPoint?

A key limitation is that validation occurs via LibreOffice, meaning the rendering may differ from Microsoft PowerPoint. The workflow includes a mandatory PowerPoint-review disclaimer advising users to perform a final visual check in Microsoft PowerPoint.

Can I use this Skill to rebuild an investment pitch deck without a pre-designed template?

No, this Skill requires a pre-designed PowerPoint template as input. It is built for template-first pitch deck population, meaning it fills existing slide layouts with mapped data rather than generating new presentation designs from scratch.