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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