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ib-check-deck

skill · 78 lines · Apache-2.0 · plugins/vertical-plugins/financial-analysis/skills/ib-check-deck/SKILL.md

The facts

Its description

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

The agent picks this skill when someone asks for a review, QC, proofread, or final pass on a presentation, pitch deck, or other client-ready materials — checking numbers, consistency, language, and formatting before it goes out. It is read-and-report only, working either from a live PowerPoint add-in deck or an uploaded .pptx in chat.

Things a person might say (the model's guesses)

  • “Can you do a final pass on this pitch deck before I send it to the client?”
  • “Check my numbers — I think some figures don't match across the slides.”
  • “Is this deck client-ready, or what am I missing before I send it out?”

A model's summary of when it is used.

A model's reading

Runs scripts

python scripts/extract_numbers.py

Scripts the text names. Found by matching words, so treat them as pointers.

Found by matching wordsline 40

Files it mentions

references/ib-terminology.md, references/report-format.md

Files the text names, such as ones to read or write. Found by matching words, so treat them as pointers.

Found by matching wordsline 62 line 72

What leads to it

Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.

A model's reading

Licence

Apache-2.0, from LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text
Other files in this skill (3) Close

The text

Open on GitHub

Most marks come from matching words in the file, so treat them as pointers.

1---
2name: ib-check-deck
3description: Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".
4---
5
6# IB Deck Checker
7
8Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.
9

IB Deck Checker

Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.

Raw lines 1 to 9
10## Environment check
12This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:
14- **Add-in** — read from the live open deck.
15- **Chat** — read from the uploaded `.pptx` file.
17This is read-and-report only — no edits — so the workflow is identical in both.

Environment check

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:

  • Add-in — read from the live open deck.
  • Chat — read from the uploaded .pptx file.

This is read-and-report only — no edits — so the workflow is identical in both.

Raw lines 10 to 18
19## Workflow
21### Read the deck
23Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.
25The script expects markdown-ish input with slide markers. Format as:
27```
28## Slide 1
29[slide 1 text content]
31## Slide 2
32[slide 2 text content]
33```

Read the deck

Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.

The script expects markdown-ish input with slide markers. Format as:

## Slide 1
[slide 1 text content]

## Slide 2
[slide 2 text content]
Raw lines 21 to 34
35### 1. Number consistency
37Run the extraction script on what you collected:
39```bash
40python scripts/extract_numbers.py /tmp/deck_content.md --check
41```
43It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.
45Beyond what the script flags, verify:
46- Calculations are correct (totals sum, percentages add up, growth rates match the endpoints)
47- Unit style is consistent — the deck should pick one of $M or $MM and stick with it
48- Time periods are aligned — FY vs LTM vs quarterly, explicitly labeled

1. Number consistency

Run the extraction script on what you collected:

python scripts/extract_numbers.py /tmp/deck_content.md --check

It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.

Beyond what the script flags, verify:

  • Calculations are correct (totals sum, percentages add up, growth rates match the endpoints)
  • Unit style is consistent — the deck should pick one of $M or $MM and stick with it
  • Time periods are aligned — FY vs LTM vs quarterly, explicitly labeled
Raw lines 35 to 49
Runs code python scripts/extract_numbers.py :40
50### 2. Data-narrative alignment
52Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.
54- Trend statements ("declining margins") → does the chart actually go that direction?
55- Market position claims ("#1 player") → revenue and share data support it?
56- Plausibility — "#1 in a $100B market" with $200M revenue is 0.2% share; that's not #1

2. Data-narrative alignment

Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.

  • Trend statements ("declining margins") → does the chart actually go that direction?
  • Market position claims ("#1 player") → revenue and share data support it?
  • Plausibility — "#1 in a $100B market" with $200M revenue is 0.2% share; that's not #1
Raw lines 50 to 57
58### 3. Language polish
60IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.
62See `references/ib-terminology.md` for replacement patterns.

3. Language polish

IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.

See references/ib-terminology.md for replacement patterns.

Raw lines 58 to 63
64### 4. Visual and formatting QC
66Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.
68Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.

4. Visual and formatting QC

Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.

Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.

Raw lines 64 to 69
70## Output
72Use `references/report-format.md` as the structure. Categorize by severity:
74- **Critical** — number mismatches, factual errors, data contradicting narrative. These block client delivery.
75- **Important** — language, missing sources, terminology drift. Should fix.
76- **Minor** — font sizes, spacing, date formats. Polish.
78Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.

Output

Use references/report-format.md as the structure. Categorize by severity:

  • Critical — number mismatches, factual errors, data contradicting narrative. These block client delivery.
  • Important — language, missing sources, terminology drift. Should fix.
  • Minor — font sizes, spacing, date formats. Polish.

Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.

Raw lines 70 to 78

From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.