pitch-deck

Populate investment banking PowerPoint templates with source data and validate formatting.

17|4|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill pitch-deck-yuping322
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pitch-deck
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/investment-banking/skills/pitch-deck
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill pitch-deck-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Populating investment banking pitch deck templates is time-consuming and error-prone when done manually; this Skill automates mapping, populating, and validating content from Excel/CSV/PDF source files into existing PowerPoint templates while avoiding common placeholder and formatting anti-patterns.

Core Features & Use Cases

  • Template population workflow: Extract and validate source data, map content to template placeholders, populate slides with actual table and shape objects, then iterate through validation cycles.
  • Formatting & XML guidance: Apply presentation formatting standards, create real PowerPoint table objects (not text-based tables), insert shapes/arrows as objects, and follow XML patterns for targeted edits when necessary.
  • Data verification: Standardize units/currencies, verify calculations (CAGR, multiples, consensus) against reference formulas, and document any mismatches or unresolved issues for escalation.
  • Use case: Fill a firm-branded investment banking pitch deck template with financial summary tables and market-sizing charts sourced from an Excel workbook while ensuring cross-slide consistency and delivery notes about Microsoft PowerPoint rendering.

Quick Start

Populate the attached PowerPoint template 'template.pptx' using data from 'data.xlsx' and map market sizing, financial tables, and logos into the respective slides following the template's placeholders.

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 data from Excel or CSV files?

To populate a PowerPoint template with Excel or CSV data, the skill extracts and validates source data, maps content to template placeholders, and generates actual table and shape objects on slides. It standardizes units and currencies while ensuring cross-slide formatting consistency.

Can I automate filling investment banking pitch deck templates without creating slides from scratch?

Yes, automating investment banking pitch deck templates is supported by mapping and populating content from source files into existing PowerPoint templates. The workflow focuses on filling placeholders with financial summary tables and market-sizing charts rather than building new decks.

How does the skill verify financial calculations like CAGR and multiples when populating slides?

Financial calculation verification for CAGR, multiples, and consensus happens by standardizing units and currencies, then checking computed values against provided reference formulas. The skill documents any mismatches or unresolved issues for manual escalation and review.

Does the pitch deck population process create real PowerPoint tables or text-based placeholders?

The pitch deck population process creates real PowerPoint table objects instead of text-based tables, inserting shapes and arrows as actual objects. It applies presentation formatting standards and follows XML patterns for targeted edits when necessary.

What limitations should I expect when mapping PDF source data into PowerPoint templates?

When mapping PDF source data into PowerPoint templates, a LibreOffice-based validation pass checks rendering, but unresolved issues may remain for manual Microsoft PowerPoint review. The skill lists these issues and provides delivery notes about potential rendering discrepancies.

What is the best way to ensure formatting consistency across multiple slides in a financial presentation?

The best way to ensure formatting consistency across multiple slides is to apply presentation formatting standards during template population, standardize units and currencies, and run a validation pass that flags formatting anti-patterns for review.