ib-check-deck

GitHub

投行演示文稿质量检查技能,用于审查Pitch Deck或客户材料。涵盖数字一致性、数据叙事对齐、语言润色及视觉格式QC,确保内容准确、专业且符合投行标准,支持PPT插件和聊天模式读取。

plugins/vertical-plugins/financial-analysis/skills/ib-check-deck/SKILL.md anthropics/financial-services

触发场景

审查演示文稿 检查数字一致性 确认客户材料是否就绪 最终校对

安装

npx skills add anthropics/financial-services --skill ib-check-deck -g -y
更多选项

非标准路径

npx skills add https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/ib-check-deck -g -y

不安装直接使用

npx skills use anthropics/financial-services@ib-check-deck

指定 Agent (Claude Code)

npx skills add anthropics/financial-services --skill ib-check-deck -a claude-code -g -y

安装 repo 全部 skill

npx skills add anthropics/financial-services --all -g -y

预览 repo 内 skill

npx skills add anthropics/financial-services --list

SKILL.md

Frontmatter
{
    "name": "ib-check-deck",
    "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\"."
}

IB Deck Checker

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

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.

Workflow

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]

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

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

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.

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.

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.

版本历史

  • 3865222 当前 2026-08-20 07:55

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元信息

文件数
0
版本
69cbc81
Hash
ddb30ad9
收录时间
2026-08-20 07:55

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