check-deck

安装量: 52
排名: #14229

安装

npx skills add https://github.com/anthropics/financial-services-plugins --skill check-deck
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
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