pitch-deck

Populate investment banking pitch deck templates from Excel or CSV source data.

Updated May 6, 2026
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill pitch-deck-nvmohinani
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pitch-deck
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/investment-banking/skills/pitch-deck
Command: npx skills add https://github.com/nvmohinani/financial_services --skill pitch-deck-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Populating investment banking pitch deck templates from source data, reducing manual drafting time and ensuring consistency across slides.

Core Features & Use Cases

  • Map and populate content from Excel/CSV sources into slide templates.
  • Reference and integrate predefined slide types (Market Definition, TAM, Competitive landscape) according to the standard IB deck structure.
  • Validate formatting and ensure production-ready output suitable for client presentations.

Quick Start

Populate an investment banking pitch deck template using data from source files to produce a production-ready presentation.

Frequently Asked Questions about pitch-deck

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

FAQPage Schema
How do I populate an investment banking pitch deck from Excel data?

You can populate PowerPoint pitch deck templates by providing your source Excel or CSV files. The tool automates data mapping and template formatting to transfer your data into existing slide layouts, ensuring production-ready investment banking presentations without manual drafting.

What is the best way to map Excel data to predefined IB slide types like TAM and Market Definition?

Mapping Excel data to predefined IB slide types like TAM and Market Definition requires an automated template population workflow. The tool references standard investment banking deck structures, transferring source data into specific slide layouts while validating formatting for client-ready output.

Can I populate PowerPoint templates with CSV data for investment banking presentations?

Yes, you can populate PowerPoint templates using CSV source data for investment banking presentations. The tool supports end-to-end data mapping from Excel or CSV sources into existing slide layouts, validating formatting to ensure production-ready output for client presentations.

Does the pitch deck template population process validate formatting for client presentations?

Yes, the pitch deck template population process validates formatting for client presentations. It ensures production-ready output by applying end-to-end data mapping, template formatting, and validation workflows that maintain consistency across all populated investment banking slides.

What are the limitations of automating investment banking pitch deck population from source data?

Automating investment banking pitch deck population requires providing both a properly structured PowerPoint template and source data in Excel or CSV format. Without predefined slide layouts for standard IB deck structures, the tool cannot accurately map or format the transferred data.