Agent skill · writing content · anthropics
fsi-strip-profile
Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
Why this skill is useful
Provides a structured workflow for creating investment banking pitch book slides, including specific data sources and metrics that the AI wouldn't reliably generate on its own.
What it needs
About 10k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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: 1. Create ONLY this one slide with PptxGenJS 2. MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them: 3. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/strip-profile