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Populating Investment Banking Pitch Deck Templates

投资银行Pitch Deck模板填充指南

Reference Files

参考文件

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.
FilePurpose
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)

任务开始前请先阅读所有参考文件再开展工作,这些文件包含影响你操作方式的重要规范和错误反例,不要等到遇到问题再查阅。
文件用途
formatting-standards.md
文本、列表、表格、图表、对齐规范
slide-templates.md
常见幻灯片类型的内容映射指南
xml-reference.md
表格、形状、箭头对应的PowerPoint XML规范
calculation-standards.md
用于校验的金融公式(CAGR、市场共识等)

Workflow Decision Tree

工作流决策树

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

当前任务属于哪种类型?
┌─ 用源数据填充空白模板?
│  └─→ 遵循下方的「模板填充工作流」
├─ 编辑已填充内容的现有幻灯片?
│  └─→ 提取现有内容、修改、重新校验
└─ 修复现有幻灯片的格式问题?
   └─→ 参考「常见问题」表格,定向修复

⚠️ Critical Rendering Limitation

⚠️ 关键渲染限制

LibreOffice is used for validation but DOES NOT render PowerPoint files accurately. It will mangle fonts, gradients, shape positions, text wrapping, and some table formatting.
What this means: A slide that passes visual validation in LibreOffice may still have issues in Microsoft PowerPoint. The validation loop catches structural issues (missing content, broken tables, placeholder formatting retained) but cannot catch font substitution, subtle alignment shifts, or gradient problems.
Required action: Always include this statement when delivering output:
"This file was validated using LibreOffice. Please review in Microsoft PowerPoint before distribution, as rendering differences may exist."

我们使用LibreOffice做校验,但它无法准确渲染PowerPoint文件,会破坏字体、渐变、形状位置、文本环绕和部分表格格式。
影响说明: 在LibreOffice中通过视觉校验的幻灯片,在Microsoft PowerPoint中仍可能存在问题。校验环节可以排查结构性问题(内容缺失、表格损坏、残留占位符格式),但无法识别字体替换、细微对齐偏移、渐变异常等问题。
要求操作: 交付输出时必须附带以下说明:
"本文件使用LibreOffice校验,不同软件渲染效果可能存在差异,请在分发前使用Microsoft PowerPoint复查。"

Template Population Workflow

模板填充工作流

Copy and track progress:
Pitch Deck Progress:
- [ ] Phase 1: Extract and validate source data
- [ ] Phase 2: Map content to template sections
- [ ] Phase 3: Populate slides with proper formatting
- [ ] Phase 4: Validate → Fix → Repeat until clean
- [ ] Phase 5: Final verification
可复制以下内容跟踪进度:
Pitch Deck进度:
- [ ] 阶段1:提取并校验源数据
- [ ] 阶段2:将内容映射到模板区块
- [ ] 阶段3:按规范格式填充幻灯片
- [ ] 阶段4:校验→修复→重复至无问题
- [ ] 阶段5:最终核验

Phase 1: Data Extraction

阶段1:数据提取

  1. Create backup of original template before any modifications — copy to
    [filename]_backup.pptx
    . Direct XML editing or unexpected errors can corrupt files.
  2. Identify all source materials (Excel, CSV, PDF reports, Word documents, databases, web sources)
  3. Extract relevant data points from each source
  4. Validate all numbers against original sources
  5. Standardize units and currency (convert all figures to the primary unit/currency used in the template)
  6. Note any calculations that need verification → see
    calculation-standards.md
    for formulas
  1. 修改前先创建原始模板备份,复制为
    [文件名]_backup.pptx
    ,直接编辑XML或意外错误可能导致文件损坏。
  2. 梳理所有源材料(Excel、CSV、PDF报告、Word文档、数据库、网页来源)
  3. 从各来源提取相关数据点
  4. 对照原始来源校验所有数字
  5. 统一单位和货币(将所有数值转换为模板使用的基准单位/货币)
  6. 标记所有需要校验的计算项→参考
    calculation-standards.md
    获取公式

Phase 2: Content Mapping

阶段2:内容映射

  1. Open and visually review the template — understand its structure, style, and existing content before modifying
  2. Analyze template structure — identify all placeholder areas and content boxes
  3. Map source data to corresponding template sections → see
    slide-templates.md
    for mapping guidance
  4. Identify placeholder guidance boxes (colored instruction boxes from task creator)
  5. Note any data gaps or mismatches → see
    slide-templates.md
    for resolution
  1. 打开并视觉复查模板,修改前先了解其结构、样式和现有内容
  2. 分析模板结构,识别所有占位符区域和内容框
  3. 将源数据映射到对应的模板区块→参考
    slide-templates.md
    获取映射指南
  4. 识别占位符提示框(任务创建方添加的彩色说明框)
  5. 标记所有数据缺口或不匹配项→参考
    slide-templates.md
    解决

Phase 3: Template Population

阶段3:模板填充

  1. Remove or reformat placeholder boxes — colored instruction boxes show WHAT to create, not HOW to format. Delete them and create properly formatted content in their place. See Critical Anti-Patterns.
  2. Populate each section with mapped content (focus on content first)
  3. Then apply formatting to match template style → see
    formatting-standards.md
  4. Create tables as actual table objects (NEVER use pipe/tab-separated text) → see
    xml-reference.md
  5. Create arrows/shapes as PowerPoint objects → see
    xml-reference.md
  6. Insert company logo if provided in task files; if not available, flag to user: "[LOGO NOT PROVIDED - please supply company logo]"
  1. 删除或重格式化占位符框:彩色说明框仅提示需要创建的内容,不代表最终格式。删除后在对应位置创建符合规范格式的内容,参考严重反例
  2. 用映射好的内容填充每个区块(优先保证内容正确)
  3. 再套用格式匹配模板样式→参考
    formatting-standards.md
  4. 表格必须使用真实表格对象创建(禁止使用竖线/制表符分隔的文本)→参考
    xml-reference.md
  5. 箭头/形状必须使用PowerPoint对象创建→参考
    xml-reference.md
  6. 如果任务文件提供了公司logo则插入,若缺失需向用户标记:"[LOGO NOT PROVIDED - please supply company logo]"

Phase 4: Validate → Fix → Repeat

阶段4:校验→修复→重复

This is a feedback loop. Repeat until all checks pass OR escalation is triggered.
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这是一个反馈循环,重复操作直到所有检查通过,或触发升级流程。
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Convert to images for visual validation

转换为图片用于视觉校验

soffice --headless --convert-to pdf presentation.pptx pdftoppm -jpeg -r 150 presentation.pdf slide

**Validation checklist (check each slide image):**
- [ ] Text readable against background?
- [ ] Tables are actual objects (columns aligned, NOT pipe/tab-separated text)?
- [ ] Charts/tables fill designated areas?
- [ ] Bullet formatting consistent within sections?
- [ ] Font sizes match across same-level boxes?
- [ ] No content beyond slide boundaries?
- [ ] **No placeholder formatting retained** (no large colored boxes with data dumped in)?
- [ ] **No text-based "tables"** (no `|` or tab separators creating fake columns)?
- [ ] **Cross-slide consistency**: Same metrics/figures identical across all slides where they appear?

**Fix cycle protocol:**

| Cycle | Action |
|-------|--------|
| 1 | Fix all identified issues, re-validate |
| 2 | Fix remaining issues, re-validate |
| 3 | If issues persist, document remaining problems and escalate to user |

**After 3 cycles, if issues remain:**
1. List each unresolved issue with slide number and description
2. Explain what was attempted
3. Deliver the file with explicit disclaimer: "The following issues could not be resolved automatically: [list]. Manual review required."

**Do not** continue cycling indefinitely. Some issues (font rendering, complex shape alignment) may require manual intervention in PowerPoint.
soffice --headless --convert-to pdf presentation.pptx pdftoppm -jpeg -r 150 presentation.pdf slide

**校验清单(检查每张幻灯片图片):**
- [ ] 文本与背景对比度足够,可清晰阅读?
- [ ] 表格是真实对象(列对齐,不是竖线/制表符分隔的文本)?
- [ ] 图表/表格填满了指定区域?
- [ ] 同一区块内的列表格式一致?
- [ ] 同级内容框的字体大小一致?
- [ ] 没有内容超出幻灯片边界?
- [ ] **没有残留占位符格式**(没有大的彩色框直接填充数据)?
- [ ] **没有文本形式的「表格」**(没有用`|`或制表符分隔的伪列)?
- [ ] **跨幻灯片一致性**:相同指标/数值在所有出现的幻灯片上完全一致?

**修复循环规则:**

| 循环次数 | 操作 |
|-------|--------|
| 1 | 修复所有识别到的问题,重新校验 |
| 2 | 修复剩余问题,重新校验 |
| 3 | 如果问题仍然存在,记录剩余问题并升级反馈给用户 |

**3轮循环后仍有问题的处理方式:**
1. 列出每个未解决问题对应的幻灯片编号和描述
2. 说明已尝试的解决方法
3. 交付文件时附带明确免责声明:"以下问题无法自动解决:[列表],需要人工复查。"

**不要**无限循环修复,部分问题(字体渲染、复杂形状对齐)可能需要在PowerPoint中人工调整。

Phase 5: Final Verification

阶段5:最终核验

Run through the Final Quality Checklist before delivering.

交付前对照最终质量清单检查。

Quick Reference Tables

快速参考表

Bullet Symbols

列表符号

ContextSymbolUsage
Included/PositiveItems within scope, features present
Excluded/Negative×Items outside scope, features absent
Neutral listGeneral enumeration, commentary
Numbered sequence1. 2. 3.Process steps, rankings
Sub-bulletsSecondary points under main bullets
场景符号用法
包含/正向范围内的项、已具备的功能
不包含/负向×范围外的项、缺失的功能
中性列表通用枚举、说明内容
有序流程1. 2. 3.流程步骤、排名
子列表主列表下的次级要点

Slide Hierarchy Levels (Typical)

幻灯片层级(通用)

These are typical ranges—adjust based on template specifications:
LevelExamplesTypical SizeStyle
TitleSlide title40-48ptBold
SubtitleMarket definition, slide descriptor18-22ptBold
Section Header"Key Projections", "Commentary"14-16ptRegular
Block Label"Segments Included", "Definition" sidebar12-14ptRegular
Block ContentBullet points, body text11-14ptRegular
Table HeaderColumn headers10-12ptBold
Table BodyCell content9-11ptRegular
FootnotesSources, notes8-9ptItalic
以下为通用范围,可根据模板规范调整:
层级示例通用字号样式
标题幻灯片标题40-48pt加粗
副标题市场定义、幻灯片说明18-22pt加粗
区块标题"核心预测"、"说明"14-16pt常规
模块标签"包含的细分领域"、"定义"侧边栏12-14pt常规
模块内容列表项、正文文本11-14pt常规
表格表头列标题10-12pt加粗
表格内容单元格内容9-11pt常规
脚注来源、注释8-9pt斜体

Font Consistency Matching

字体一致性规则

Boxes at the same hierarchy level MUST use identical font sizes:
Same LevelMust Match With
"Segments Included""Segments Excluded"
"Definition""Scope Rationale"
Left column bulletsRight column bullets
All block labelsEach other
All section headersEach other
同级内容框必须使用相同字号:
同级项必须匹配的对象
"包含的细分领域""排除的细分领域"
"定义""范围逻辑"
左列列表右列列表
所有模块标签彼此匹配
所有区块标题彼此匹配

Rounding for Presentation

演示数值四舍五入规则

These are typical conventions — adjust based on the magnitude of values and template style:
Value TypeTypical RoundingExample
Large market sizes ($10bn+)Nearest $1bn18.5 → $19bn
Smaller market sizes (<$10bn)Nearest $0.5bn or $0.1bn2.3 → $2.5bn
Size rangesMatch precision of sources14.9-22.1 → $15-22bn
CAGRWhole % or 0.5%16.4% → 16% or 16.5%
Market shareNearest 5% or match source21.4% → 20%
Multiples1 decimal9.69 → 9.7x
Principle: Rounding should not materially change the figure. For smaller values, use finer precision.
以下为通用惯例,可根据数值量级和模板样式调整:
数值类型通用取整规则示例
大规模市场规模(100亿美元以上)取整到最近10亿美元185亿 → 190亿美元
小规模市场规模(100亿美元以下)取整到最近5亿美元或1亿美元23亿 → 25亿美元
规模区间匹配来源数据的精度149亿-221亿 → 150-220亿美元
CAGR取整到整数%或0.5%16.4% → 16% 或 16.5%
市场份额取整到最近5%或匹配来源21.4% → 20%
倍数保留1位小数9.69 → 9.7x
原则: 取整不能实质性改变数值含义,数值越小精度越高。

Text Density Rules

文本密度规则

  • Max 6-7 bullets per content box
  • Max 2 lines per bullet point
  • Parenthetical examples: same line or indented below
  • No orphan words (single word on new line)
  • 每个内容框最多6-7条列表
  • 每条列表最多2行
  • 括号说明:可放在同行或缩进放在下一行
  • 避免孤词(新行只有单个单词)

Alignment Principles

对齐原则

Vertically stacked boxes must have identical:
  • Left margin position, bullet indentation, text start position, box width
Horizontally adjacent boxes must have identical:
  • Top position, height (where possible), internal padding
垂直堆叠的内容框必须保持一致:
  • 左边距位置、列表缩进、文本起始位置、框宽度
水平相邻的内容框必须保持一致:
  • 顶部位置、高度(尽可能)、内边距

Multi-Slide Consistency

跨幻灯片一致性

When the same data appears on multiple slides:
  • Use identical figures, formatting, and terminology
  • If a metric is updated on one slide, update all occurrences
  • Cross-reference during validation to catch mismatches

同一数据出现在多张幻灯片时:
  • 使用完全相同的数值、格式和术语
  • 如果某张幻灯片的指标更新,所有出现该指标的幻灯片都要同步更新
  • 校验时交叉核对避免不一致

MUST Requirements

强制要求

These requirements are non-negotiable regardless of template:
RequirementDetails
Text ReadabilityAll text MUST have sufficient contrast with background. Examples: white/light text on dark blue, dark green, black backgrounds; black/dark text on white, light gray, light yellow backgrounds.
Actual Table ObjectsTabular data MUST be table objects, not tab-separated text. See
xml-reference.md
.
Proper Chart/Table SizingPasted visuals MUST fill designated area. See
formatting-standards.md
.
Consistent FormattingBullets within section MUST match (symbol, size, indent). Same-level boxes MUST use same font size.
Content BoundariesAll content MUST stay within slide edges. Footnote box width: ~32.5cm for 16:9, ~24cm for 4:3.
No Placeholder FormattingRemove colored instruction boxes. Main body: dark text on light background per template.

无论模板如何,这些要求都不可妥协:
要求详情
文本可读性所有文本必须和背景有足够对比度,例如:深色蓝/绿/黑背景用白色/浅色文本,白色/浅灰/浅黄背景用黑色/深色文本。
真实表格对象表格数据必须使用表格对象,不能用制表符分隔的文本,参考
xml-reference.md
图表/表格尺寸规范粘贴的视觉元素必须填满指定区域,参考
formatting-standards.md
格式一致性同一区块内的列表必须一致(符号、大小、缩进),同级内容框必须使用相同字号。
内容边界所有内容必须在幻灯片边界内,脚注框宽度:16:9比例约32.5cm,4:3比例约24cm。
无占位符格式残留删除彩色说明框,正文按照模板规范使用浅色背景深色文本。

Critical Anti-Patterns: NEVER DO THESE

严重反例:绝对禁止

These failures occur when placeholder formatting is mistaken for output formatting. Recognizing these patterns is essential.
这些错误通常是把占位符格式误认为输出格式导致的,识别这些模式非常重要。

Anti-Pattern 1: Populating Data INTO Placeholder Boxes

反例1:直接在占位符框中填充数据

What happens: Template has colored instruction boxes (yellow, orange, etc.) with guidance text. Model replaces the guidance text with actual data BUT KEEPS THE COLORED BOX.
Why it's wrong: The colored box IS the placeholder. It tells you what content goes there. The output should have different formatting — typically dark text on white/light background, or properly styled shapes.
Recognition test: If your populated slide has large colored rectangles filled with data text, you have copied the placeholder format instead of replacing it.
Critical distinction — two types of "placeholders":
TypeHow to identifyWhat to do
Instruction boxesBright colors (yellow, orange), contains guidance text like "Insert X here", white/light text on colored backgroundDELETE the entire shape, then create new content with production formatting
Layout placeholdersPart of slide master/layout, neutral colors matching template theme, "Click to add text"KEEP the shape, REPLACE the text content only
If uncertain: check if the shape exists on an empty slide from the same template. Layout placeholders persist; instruction boxes are regular shapes.
问题表现: 模板带有黄色、橙色等彩色说明框,内置提示文本,模型把提示文本替换为真实数据但保留了彩色框
错误原因: 彩色框本身就是占位符,仅提示该位置需要放置的内容,输出应该使用不同的格式,通常是浅色背景深色文本,或符合样式规范的形状。
识别方法: 如果你填充后的幻灯片有大的彩色矩形框填充了数据文本,说明你复制了占位符格式而没有替换它。
关键区分:两种「占位符」
类型识别方式处理方式
说明框亮黄色、橙色等亮色,包含「在此插入X」类提示文本,彩色背景配白色/浅色文本删除整个形状,然后创建符合正式格式的新内容
布局占位符幻灯片母版/布局的一部分,配色匹配模板主题,显示「点击添加文本」保留形状,仅替换文本内容
如果不确定:检查同模板的空白幻灯片上是否存在该形状,布局占位符会保留,说明框是普通形状不会存在。

Anti-Pattern 2: Text-Based "Tables"

反例2:文本形式的「表格」

What happens: Model creates table-like content using separator characters (
|
, tabs, spaces) instead of actual table objects.
Why it's wrong: This is NOT a table. Columns will never align properly, it cannot be formatted consistently, and it looks unprofessional.
Recognition test: If you're typing
|
characters or relying on spaces/tabs to create columns, you're creating text, not a table.
MUST verify: After creating any table, verify it is an actual table object. See
xml-reference.md
for verification methods.
问题表现: 模型用
|
、制表符、空格等分隔符创建类似表格的内容,而不是使用真实表格对象。
错误原因: 这不是真正的表格,列永远无法对齐,格式无法统一,看起来不专业。
识别方法: 如果你输入了
|
字符,或依赖空格/制表符创建列,你创建的是文本不是表格。
强制校验: 创建任何表格后,必须校验它是真实的表格对象,参考
xml-reference.md
获取校验方法。

Anti-Pattern 3: Inheriting Placeholder Contrast

反例3:继承占位符的对比度设置

What happens: Placeholder uses light text on colored background (e.g., white on yellow). Model populates data but keeps this color scheme, resulting in hard-to-read output.
Why it's wrong: Placeholder colors are deliberately distinct to signal "replace me." Production slides typically use dark text on light backgrounds for body content.
Recognition test: If your populated content has light/white text on bright colored backgrounds in body areas (not headers), you've inherited placeholder formatting.
Correct approach: Apply production formatting — typically dark text (#000000 or #333333) on white or light backgrounds for body content. Headers and accent areas may use brand colors.
问题表现: 占位符使用彩色背景配浅色文本(例如黄色背景配白色文字),模型填充数据时保留了这个配色方案,导致输出难以阅读。
错误原因: 占位符的颜色特意设计得醒目,用来提示「需要替换我」,正式幻灯片的正文通常使用浅色背景深色文本。
识别方法: 如果你填充的正文区域(非标题)有亮彩色背景配浅色/白色文本,说明你继承了占位符格式。
正确做法: 套用正式格式,正文通常使用白色/浅色背景配深色文本(#000000或#333333),标题和强调区域可以使用品牌色。

Summary: Placeholder vs. Production

总结:占位符 vs 正式输出

ElementPlaceholder (Input)Production (Output)
Instruction boxesColored background, guidance textRemoved or reformatted
Data areas"[Insert data here]" textActual data with clean formatting
TablesDescription of what table should containActual table object with rows/columns
Body textLight text on colored backgroundDark text on light background
The placeholder tells you WHAT to create, not HOW to format it.

元素占位符(输入)正式输出
说明框彩色背景、提示文本已删除或重格式化
数据区域"[在此插入数据]"文本格式规范的真实数据
表格表格内容说明带行/列的真实表格对象
正文文本彩色背景配浅色文本浅色背景配深色文本
占位符仅提示你创建什么内容,不指示你用什么格式。

Common Failures

常见问题

For detailed explanations of the most critical failures, see Critical Anti-Patterns above.
FailureSolutionReference
Unstructured text dumpsBreak into bullets (✓, ×, •)
formatting-standards.md
Pipe/tab-separated "tables"Create actual table objects — text with separators is NOT a table
xml-reference.md
Poor text/background contrastAudit every text element
Tiny pasted chartsResize to fill area, paste chart only
formatting-standards.md
Source data pasted with chartsSelect only chart object before copy
Data dumped into placeholder boxesDelete colored instruction boxes, create new properly formatted contentAnti-Patterns
Inconsistent bulletsDefine style once, apply to all
formatting-standards.md
Inconsistent fonts across boxesStandardize same-level boxes
formatting-standards.md
Content overflowSet explicit box widths (footnotes: 32.5cm for 16:9, 24cm for 4:3)
Missing logoUse logo from task files; if not provided, flag to user
Remaining
[brackets]
Search and replace all placeholders
Text arrows (→, ⟹)Use PowerPoint shape objects
xml-reference.md

关于最严重错误的详细说明,参考上方的严重反例
问题解决方案参考
非结构化的文本堆砌拆分为列表(✓、×、•)
formatting-standards.md
竖线/制表符分隔的「表格」创建真实表格对象,分隔符文本不是表格
xml-reference.md
文本/背景对比度差检查每个文本元素
粘贴的图表过小调整尺寸填满区域,仅粘贴图表本身
formatting-standards.md
源数据和图表一起粘贴复制前仅选中图表对象
数据直接填入占位符框删除彩色说明框,创建格式规范的新内容反例说明
列表格式不一致统一定义样式后批量应用
formatting-standards.md
内容框字体不一致统一同级内容框的字体
formatting-standards.md
内容溢出设置明确的内容框宽度(脚注:16:9为32.5cm,4:3为24cm)
Logo缺失使用任务文件中的logo,若缺失向用户标记
残留
[方括号]
占位符
搜索并替换所有占位符
文本箭头(→、⟹)使用PowerPoint形状对象
xml-reference.md

Error Handling

错误处理

If PDF/image conversion fails:
  1. Check LibreOffice is installed:
    which soffice
  2. Try alternative:
    libreoffice --headless --convert-to pdf presentation.pptx
  3. If still failing, open in PowerPoint/LibreOffice manually and export
If source data has inconsistencies or conflicts:
  1. Priority order: Use data explicitly provided in the task files first
  2. If using data from other sources (web search, external documents), flag this to the user
  3. Document any discrepancies explicitly
  4. Add footnote explaining data source choice
If calculations don't match source projections:
  1. Show your calculation methodology
  2. Note the discrepancy and possible causes (different base year, methodology)
  3. Present both values if material difference
  4. Flag to user for resolution

如果PDF/图片转换失败:
  1. 检查LibreOffice是否安装:
    which soffice
  2. 尝试替代命令:
    libreoffice --headless --convert-to pdf presentation.pptx
  3. 如果仍然失败,手动在PowerPoint/LibreOffice中打开导出
如果源数据存在不一致或冲突:
  1. 优先级: 优先使用任务文件中明确提供的数据
  2. 如果使用其他来源的数据(网页搜索、外部文档),要向用户标记说明
  3. 明确记录所有差异
  4. 添加脚注说明数据源选择的原因
如果计算结果和源预测不匹配:
  1. 说明你的计算方法
  2. 标注差异和可能原因(基准年不同、方法不同)
  3. 如果差异较大,同时展示两个数值
  4. 反馈给用户确认解决

Table Structure Guidelines

表格结构指南

When creating tables (MUST be actual table objects):
Column Alignment:
  • Text columns: Left-aligned (header and content)
  • Numeric columns: Right-aligned or center-aligned (header matches content)
Header Row:
  • Bold text
  • Shaded background (template's brand color)
  • White or contrasting text
Consensus/Total Row:
  • Bold text
  • Separator line above
  • Distinct background shading
Width: Fill designated section width completely.
For XML implementation, see
xml-reference.md
.

创建表格时(必须为真实表格对象):
列对齐规则:
  • 文本列:左对齐(表头和内容一致)
  • 数值列:右对齐或居中对齐(表头和内容一致)
表头行:
  • 文本加粗
  • 背景填充(模板品牌色)
  • 白色或高对比度文本
共识/合计行:
  • 文本加粗
  • 上方加分隔线
  • 独特的背景填充
宽度: 完全填满指定的区块宽度。
XML实现参考
xml-reference.md

Footnote Format

脚注格式

Format:
Sources: [Source 1] (Year), [Source 2] (Year).
Notes: (1) [First note]; (2) [Second note].
Example:
Sources: Grand View Research (2024), Mordor Intelligence (2024), Markets and Markets (2023).
Notes: (1) Excludes hardware revenue; (2) Includes both B2B and B2C segments.
All superscript numbers (¹, ², ³) in slide body MUST have corresponding Notes entries.

格式:
来源:[来源1](年份),[来源2](年份)。
注释:(1) [第一条注释]; (2) [第二条注释]。
示例:
来源:Grand View Research(2024),Mordor Intelligence(2024),Markets and Markets(2023)。
注释:(1) 排除硬件收入;(2) 同时包含B2B和B2C板块。
幻灯片正文中所有上标数字(¹、²、³)必须有对应的注释条目。

Logo Placement

Logo放置规则

  • Use logo file provided in task materials
  • If no logo provided, flag to user: "[LOGO NOT PROVIDED - please supply company logo]"
  • Position: typically top-right, consistent size across slides, must not overlap content

  • 使用任务材料中提供的logo文件
  • 如果没有提供logo,向用户标记:"[LOGO NOT PROVIDED - please supply company logo]"
  • 位置:通常在右上角,所有幻灯片尺寸一致,不能覆盖内容

Data Requirements by Slide Type

不同幻灯片类型的数据要求

For detailed data requirements, formatting principles, and example column headers for each slide type, see
slide-templates.md
.
Common slide types covered: Market Definition, Market Sizing/TAM, Competitive Landscape, Financial Summary, Transaction Comparables.

各幻灯片类型的详细数据要求、格式原则、示例表头参考
slide-templates.md
覆盖的常见幻灯片类型:市场定义、市场规模/TAM、竞争格局、财务摘要、交易可比公司。

Final Quality Checklist

最终质量清单

Before delivering the populated template, verify:
交付填充后的模板前,校验以下内容:

Data Accuracy

数据准确性

  • All figures match original source documents
  • Calculated values verified against formulas (see
    calculation-standards.md
    )
  • Years and time periods are correct
  • Company/competitor names spelled correctly
  • Same figures are identical across all slides where they appear
  • 所有数值匹配原始源文件
  • 计算值对照公式校验完成(参考
    calculation-standards.md
  • 年份和时间段正确
  • 公司/竞争对手名称拼写正确
  • 同一数值在所有出现的幻灯片上完全一致

Content Mapping

内容映射

  • Every template section populated with appropriate data
  • No
    [bracket]
    placeholder text remaining
  • All source citations included in footnotes
  • Footnote numbers (¹²³) have corresponding Notes entries
  • 所有模板区块都填充了对应的数据
  • 没有残留
    [方括号]
    占位符文本
  • 所有来源引用都包含在脚注中
  • 脚注数字(¹²³)都有对应的注释条目

Formatting

格式规范

  • Text readable against all backgrounds (sufficient contrast)
  • Tables are actual table objects (NOT pipe/tab-separated text)
  • Charts/tables fill designated areas (no thumbnails)
  • Bullet formatting consistent within each section
  • Font sizes match across same-level boxes
  • No content extends beyond slide boundaries
  • No placeholder boxes retained with data dumped inside
  • No colored instruction boxes in final output
  • 所有背景上的文本都可清晰阅读(对比度足够)
  • 表格是真实表格对象(不是竖线/制表符分隔的文本)
  • 图表/表格填满指定区域(没有缩略图)
  • 每个区块内的列表格式一致
  • 同级内容框的字体大小一致
  • 没有内容超出幻灯片边界
  • 没有残留的占位符框直接填充数据
  • 最终输出中没有彩色说明框

Template Compliance

模板合规性

  • Placeholder instruction boxes reformatted or removed
  • Formatting matches template style (colors, fonts)
  • Logo present and correctly positioned
  • Production formatting applied (dark text on light background for main content)
  • 占位符说明框已重格式化或删除
  • 格式匹配模板样式(颜色、字体)
  • Logo已放置且位置正确
  • 已套用正式格式(正文为浅色背景深色文本)

Final Step

最终步骤

  • Recommend user validate in Microsoft PowerPoint before distribution (LibreOffice may render differently)
  • 建议用户分发前在Microsoft PowerPoint中校验(LibreOffice渲染可能存在差异)