Pitch Deck
This populates investment banking pitch deck templates with data from your Excel, CSV, or other source files. It's not for building presentations from scratch. It reads your template structure, maps your data to the right slides, creates actual PowerPoint tables and shapes (not fake text-based tables with pipes and tabs), and runs a validation loop to catch formatting issues before you open it in PowerPoint. The workflow is thorough: backup the original, extract and standardize your data, map it to template sections, populate with proper formatting, then validate visually using LibreOffice conversions. It knows LibreOffice won't render everything perfectly, so it warns you to check the final output in actual PowerPoint. Useful if you're tired of manually copying numbers into slide templates and want the grunt work automated with some quality checks built in.
- install copies · 90 days. Times the install command was copied on this site in the last 90 days, bots filtered.
- 9
- skills.sh installs
- 2.5K
- GitHub stars
- 41.2K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/financial-services --skill pitch-deck --agent claude-codeInstalls into .claude/skills of the current project.
Files
Populating Investment Banking Pitch Deck Templates
Reference Files
Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.
| File | Purpose |
|---|---|
formatting-standards.md | Text, bullets, tables, charts, alignment |
slide-templates.md | Content mapping guidance for common slide types |
xml-reference.md | PowerPoint XML patterns for tables, shapes, arrows |
calculation-standards.md | Financial formulas for verification (CAGR, consensus) |
Workflow Decision Tree
What type of task is this?
┌─ Populating empty template with source data?
│ └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│ └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
└─→ See "Common Failures" table, apply targeted fixes
⚠️ Critical Rendering Limitation
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- Repository
- github.com/anthropics/financial-services
- Categories
- Office & Documents, Finance & Trading
- First seen
- Jun 3, 2026
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