check-deck

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Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client materials before delivery.

1installs

Sourceedwardmao/my-financial-plugins

Added on2026-03-08

NPX Install

npx skill4agent add edwardmao/my-financial-plugins check-deck

SKILL.md Content

IB Deck Checker

Perform comprehensive QC on investment banking presentations across four dimensions.

Prerequisites

Extract presentation content before checking:

bash

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:

bash

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