Fsi Strip Profile
Produce investment-banking-style company strip profiles (1–4 slides) with real metrics for pitch books and client decks.
Overview
FSI Strip Profile is an agent skill for the Build phase that creates 1–4 slide investment banking company strip profiles from filings and market data.
Install
npx skills add https://github.com/anthropics/financial-services-plugins --skill fsi-strip-profileWhat is this skill?
- Clarify single-slide vs 3–4 slide strip before any research
- Primary sources: SEC EDGAR, BamSEC, IR decks; market data from Bloomberg, FactSet, CapIQ
- Required metric set: ±3 years financials, valuation multiples, growth, top-five ownership, segment mix
- Normalization rules: one currency, consistent $mm or $bn scale
- Outline with real numbers in chat before building slides—no placeholders
- 1–4 information-dense strip slides
- Financials for ±3 years
- Top 5 shareholders with ownership percentages
Adoption & trust: 653 installs on skills.sh; 30.5k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You need pitch-ready strip profiles with consistent IB metrics and layout, but ad-hoc agent output skips user confirmation, mixed units, and placeholder numbers.
Who is it for?
Solo deal analysts, fractional IB support, or founders preparing investor or acquirer materials who already have access paths to filings and market data tools.
Skip if: Casual one-pagers without sourced numbers, or users who refuse the upfront single-vs-multi-slide clarification step.
When should I use this skill?
User needs IB-style company strip profiles for pitch books or deal materials and can confirm slide count and focus areas before research.
What do I get? / Deliverables
After requirements confirmation and sourced research, you get an outline with real financials and ownership data ready to render as professional strip slides.
- Chat outline with 4–5 bullets per section using actual numbers
- Strip profile slide content with charts, tables, and quadrant layout specs
- Documented font and color (hex) style choices
Recommended Skills
Journey fit
Strip profiles are deliverable documentation assets created during the build of deal and client materials, not generic SEO or launch copy. The workflow targets dense presentation docs—quadrant layouts, charts, tables—after requirements and research are confirmed.
How it compares
Deal-room strip workflow with mandated metrics—not a generic slide beautifier or markdown README generator.
Common Questions / FAQ
Who is fsi-strip-profile for?
Solo builders and finance operators who produce company strip profiles for pitch books and need a gated research-to-outline workflow aligned to IB conventions.
When should I use fsi-strip-profile?
Use it in Build docs when drafting strip profiles for live pitches; pair with Idea research only after you know the target company and slide count.
Is fsi-strip-profile safe to install?
The skill expects network access to public and commercial data sources you authorize; review the Security Audits panel on this Prism page and never paste unchecked credentials into prompts.
SKILL.md
READMESKILL.md - Fsi Strip Profile
## 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: ```bash soffice --headless --convert-to pdf presentation.pptx pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide ``` 3. **MANDATORY VISUAL REVIEW**: You MUST carefully examine the rendered slide image before proceeding: - **Text overlap check**: Scan every text element - do any labels, bullets, or titles collide with each other? - **Text cutoff check**: Is any text truncated at boundaries? Are all words fully visible? - **Chart boundary check**: Do charts stay within their containers? Are ALL axis labels fully visible? - **Quadrant integrity**: Does content in one quadrant bleed into adjacent quadrants? 4. **If ANY overlap or cutoff is detected**: Fix immediately using these strategies in order: - **First**: Reduce font size (go down 1-2pt) - **Second**: Shorten text (abbreviate, remove less critical info) - **Third**: Adjust element positions or container sizes - **Re-render and verify again** - do not proceed until all text fits cleanly 5. Show slide image to user with download link 6. **STOP and wait for explicit user approval** before creating the next slide. Do NOT proceed until user confirms. **YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:** - Table rows colliding with text below them - Chart x-axis labels cut off at bottom - Long bullet points wrapping into adjacent content - Quadrant content bleeding into adjacent quadrants - Title text overlapping with content below - Legend text overlapping with chart elements - Footer/source text colliding with main content --- ## Slide Format Requirements ### Information Density is Critical **The #1 goal is MAXIMUM information density.** A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity. **Per quadrant targets:** - **Company Overview**: 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat) - **Business & Positioning**: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix) - **Key F