Nicholas Lin
b891783b23
Financial services plugins for Claude Code covering: - Equity Research - Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model) - Investment Banking (strip profiles, CIM, pitch decks, merger models) - Private Equity (deal screening, IC memos, portfolio monitoring) - Wealth Management
2.7 KiB
2.7 KiB
name, description
| name | description |
|---|---|
| check-deck | Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client materials before delivery. |
IB Deck Checker
Perform comprehensive QC on investment banking presentations across four dimensions.
Prerequisites
Extract presentation content before checking:
python -m markitdown presentation.pptx > content.md
For visual inspection, convert to images using the pptx skill workflow.
Check Workflow
1. Number Consistency
Extract numbers with slide references:
python scripts/extract_numbers.py content.md --check
Verify:
- Key metrics match across all slides (revenue, EBITDA, multiples)
- Calculations are correct (totals, percentages, growth rates)
- Units consistent (same scale used: millions vs billions, % vs bps)
- Unit formatting consistent (e.g., $M vs $MM, $B vs $Bn - pick one style throughout)
- Time periods aligned (FY vs LTM vs quarterly)
Flag pattern:
ISSUE: Revenue mismatch
- $500M on Slides 3, 8
- $485M on Slide 15 (DCF input)
ACTION: Reconcile figures
2. Data-Narrative Alignment
Map claims to supporting data:
- Trend statements → chart directions
- Market position claims → revenue/share data
- Factual assertions → verify accuracy
Flag contradictions:
ISSUE: Narrative contradicts data
- Slide 4: "declining margins"
- Slide 7 chart: margins 18% → 22%
ACTION: Update narrative or verify data
Check plausibility (e.g., "#1 player in $100B market" with $200M revenue = 0.2% share).
3. Language Polish
Scan for:
- Casual phrasing ("pretty good", "a lot of")
- Vague quantifiers without specifics
- Contractions, exclamation points
- Inconsistent terminology
See references/ib-terminology.md for replacement patterns.
Flag pattern:
ISSUE: Casual language (Slide 12)
- "This deal is a no-brainer"
→ "The transaction presents a compelling value proposition"
4. Formatting QC
Audit each slide for:
- Charts: Source citations, axis labels, legends
- Typography: Consistent fonts, size hierarchy
- Numbers: Consistent formatting (1,000 vs 1K)
- Dates: Consistent format throughout
- Footnotes: Proper sourcing and disclaimers
Output
Present findings using the template in references/report-format.md.
Categorize by severity:
- Critical: Number mismatches, factual errors
- Important: Language, narrative alignment
- Minor: Formatting inconsistencies