Claude Skill

Strip Profile

|

Editor's Note

| Covers workflow, slide format requirements.

Page Outline

WorkflowSlide Format Requirements

Source Content

Normalized top-level metadata comes from the directory layer. The body below is the upstream source content for this item.

Workflow

1. Clarify Requirements

  • **Ask the user**: Single-slide or multi-slide (3-4 slides)?
  • **Ask the user**: Any specific focus areas or topics to emphasize?
  • **Only after user confirms**, proceed to research

2. Research & Planning

**Data Sources:**

  • **Primary**: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
  • **Market data**: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
  • **Estimates**: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
  • **News**: Press releases from last 90 days, M&A activity, guidance changes

**Required Metrics:**

  • **Financials**: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
  • **Valuation**: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
  • **Growth**: YoY growth rates (%)
  • **Ownership**: Top 5 shareholders with % ownership
  • **Segments**: Product mix and/or geographic mix (% breakdown)

**Normalization:**

  • Convert all amounts to consistent currency
  • Scale consistently ($mm or $bn throughout, not mixed)

**Before Building:**

  • Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
  • Print style choices: fonts, colors (hex codes), chart types for each data set
  • Get user alignment: "Does this outline and visual strategy align with your vision?"

3. Slide-by-Slide Creation

**CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.**

**For EACH slide:**

  • Create ONLY this one slide with PptxGenJS
  • **MANDATORY: Convert to image for review** - You MUST convert slides to images so you can visually verify them:
   soffice --headless --convert-to pdf presentation.pptx
   pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
  • **MANDATORY VISUAL REVIEW**: You MUST carefully examine the rendered slide image before proceeding:
  • **Text overlap check**: Scan every text element - do any labels, bullets, or titles collide with each other?
  • **Text cutoff check**: Is any text truncated at boundaries? Are all words fully visible?
  • **Chart boundary check**: Do charts stay within their containers? Are ALL axis labels fully visible?
  • **Quadrant integrity**: Does content in one quadrant bleed into adjacent quadrants?
  • **If ANY overlap or cutoff is detected**: Fix immediately using these strategies in order:
  • **First**: Reduce font size (go down 1-2pt)
  • **Second**: Shorten text (abbreviate, remove less critical info)
  • **Third**: Adjust element positions or container sizes
  • **Re-render and verify again** - do not proceed until all text fits cleanly
  • Show slide image to user with download link
  • **STOP and wait for explicit user approval** before creating the next slide. Do NOT proceed until user confirms.

**YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:**

  • Table rows colliding with text below them
  • Chart x-axis labels cut off at bottom
  • Long bullet points wrapping into adjacent content
  • Quadrant content bleeding into adjacent quadrants
  • Title text overlapping with content below
  • Legend text overlapping with chart elements
  • Footer/source text colliding with main content

---

Slide Format Requirements

Information Density is Critical

**The #1 goal is MAXIMUM information density.** A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity.

**Per quadrant targets:**

  • **Company Overview**: 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)
  • **Business & Positioning**: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix)
  • **Key F

<!-- truncated -->

Related Items

Deploy agents, MCP servers, and backends fast logo

Railway - Deploy agents and MCP servers fast

Try Railway