ib-deck - SKILL.md Agent Skill

name: ib-deck description: Generate an institutional-grade investment banking pitch deck (HTML → PDF) argument-hint: TICKER [--category ib-advisory|activist-ls]

Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Also read the reference files in this skill's references/ directory for slide templates and components.

This is a project-only skill that generates a self-contained HTML presentation and renders it to PDF.

Phase 1 — Requirements

Determine the deck category and scope:

Category (infer from context, or default to IB Advisory):

IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.

Firm Attribution:

Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See ../data-access.md Section 4.5.
Include firm name on the cover slide and in all slide footers.

Gather from the user or infer:

Target company (ticker)
Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
Key thesis or strategic rationale
Specific slides needed (or use the default 14-slide deck)

Phase 2 — Data Gathering

Look up the company by ticker using discover_companies. Capture company_id, latest_calendar_quarter, and latest_fiscal_quarter. Use latest_calendar_quarter to anchor all period calculations (see ../data-access.md Section 1.5).

Use Daloopa MCP for all financial data. Target comprehensive coverage:

5+ years of quarterly financials — calculate 20+ quarters backward from latest_calendar_quarter (income statement, balance sheet, cash flow)
Segment and geographic breakdowns
All company-specific operating KPIs
6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see ../data-access.md Section 2)
Guidance and consensus (see ../data-access.md Section 3)
SEC filings — risk factors, growth drivers, M&A commentary, strategic language

Get market data for the target and all peers:

Current price, market cap, shares outstanding, beta, trading multiples
Historical price data for TSR comparison

Phase 3 — Analysis

Run the core analyses needed for the deck:

Valuation: DCF (WACC, 5Y FCF projections, terminal value, sensitivity), comps table, implied valuation range
Scenario analysis: Bull/base/bear with bottoms-up segment builds — be honest about which scenario is most likely
Capital allocation: Buybacks, dividends, shareholder yield, leverage — flag any value-destructive patterns
Financial projections: 3-5 year forward estimates — challenge assumptions, don't just extrapolate

Critical assessment: The deck should present an honest analytical view, not a promotional pitch. If the valuation looks stretched, say so. If growth is decelerating, show it clearly. If risks are material, give them proper weight. Institutional investors will dismiss analysis that reads as advocacy rather than research.

Phase 4 — Build Presentation

Generate a self-contained HTML file following the templates in references/slide-templates.md. Use components from references/financial-components.md.

Slide structure (default 14-slide deck — adapt based on purpose):

Cover — Company name, deck title, date, "CONFIDENTIAL" (if IB Advisory)
Disclaimer — Standard legal boilerplate
Table of Contents — Numbered sections
Section Divider: Situation Overview
Executive Summary — Two-column: situation overview + key findings
Company Overview — KPI callout row + business description + segment breakdown
Financial Summary — Dense income statement + margins + per-share + growth rates
Section Divider: Valuation Analysis
Peer Benchmarking — Full comps table (6-10 peers, trading multiples, footnoted)
Valuation Analysis — Football field chart + methodology summary
DCF Detail — Projection table + sensitivity matrix + assumptions
Section Divider: Conclusion
Scenario Analysis — Bull/base/bear bars + metric comparison table
Appendix — Raw data tables, dense formatting

Key rules:

Every content slide must have minimum 2-3 data-rich elements (tables, charts, commentary)
No sparse slides — fill the space with analysis
All financial figures must include Daloopa citations
Follow ../design-system.md for colors, typography, number formatting
Use CSS @page with landscape orientation, 16:9 aspect ratio (1280×720px per slide)
Each slide is a <div class="slide"> with page-break-after: always

See references/ib-advisory-patterns.md for valuation methodology templates.

Phase 5 — Render PDF

Save the HTML to reports/{TICKER}_deck.html
Run: python infra/deck_renderer.py --input reports/{TICKER}_deck.html --output reports/{TICKER}_deck.pdf
If rendering fails, the HTML file is still usable (open in any browser)

Output

Tell the user:

Where the PDF was saved: reports/{TICKER}_deck.pdf
Where the HTML source was saved: reports/{TICKER}_deck.html
2-3 sentence summary of the deck's key findings
Implied valuation range
How many slides were generated

All financial figures must use Daloopa citation format: $X.XX million