fsi-strip-profile — Claude Code skill for company profiles

---
name: fsi-strip-profile
description: |
  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.
---

## 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 Financials**: Table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth rates, valuation multiples)
- **Fourth quadrant**: 5-7 bullets (ownership %, recent M&A, developments, catalysts)

**Information packing techniques:**
- Combine related facts: "HQ: Austin, TX; Founded: 2003; 140K employees"
- Always include numbers: "$50B revenue" not "large revenue"
- Add context: "EBITDA margin: 25% (vs. 18% industry avg)"
- Include YoY changes: "Revenue: $125M (+28% YoY)"
- Use percentages: "Enterprise: 62% of revenue"

**If a quadrant looks sparse, add more:**
- Segment breakdowns with %
- Geographic revenue splits
- Customer concentration (top 10 = X%)
- Recent contract wins with $ values
- Guidance vs. consensus
- Insider ownership %

**Line spacing - use single textbox per section:**
```python
def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8):
    """Header + bullets in single textbox with natural spacing"""
    tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3))
    tf = tb.text_frame
    tf.word_wrap = True

    # Header paragraph
    p = tf.paragraphs[0]
    p.text = header_text
    p.font.bold = True
    p.font.size = Pt(header_size)
    p.font.color.rgb = RGBColor(0, 51, 102)
    p.space_after = Pt(6)  # Small gap after header

    # Bullet paragraphs
    for bullet in bullets:
        p = tf.add_paragraph()
        p.text = bullet
        p.font.size = Pt(bullet_size)
        p.space_after = Pt(3)
    return tb
```

**Key spacing principles:**
- Put header + bullets in SAME textbox (no separate header textbox)
- Use `space_after = Pt(6)` after header, `Pt(3)` between bullets
- Don't hardcode gaps - let paragraph spacing handle it naturally
- If content overflows, reduce font by 1pt rather than removing content

---

- **3-4 dense slides** - use quadrants, columns, tables, charts
- **Bullets for ALL body text** - NEVER paragraphs. **Use ONE textbox per section with all bullets inside** - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:
  ```javascript
  // CORRECT: Single textbox with bullet list - each array item becomes a bullet
  // Position in top-left quadrant (Company Overview) - after header with accent bar
  slide.addText(
    [
      { text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
    ],
    { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
  );

  // WRONG: Multiple separate textboxes for each bullet - causes alignment issues
  // slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
  ```

  **Bullet formatting tips:**
  - `bullet: { indent: 10 }` - controls bullet indentation (smaller = tighter)
  - `paraSpaceAfter: 6` - space after each paragraph in points
  - Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")
  - Include specific numbers and percentages for information density
- **Title case** for titles (not ALL CAPS), left-aligned
- **Consistent fonts** everywhere including tables
- **Company's brand colors** - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.
- **Follow brand guidelines if provided**

### Visual Reference
See `examples/Nike_Strip_Profile_Example.pptx` for layout inspiration. Adapt colors to each company's brand.

---

## First Page Layout

Must pass "30-second comprehension test" for a busy executive.

### Slide Setup (CRITICAL)
**Use 4:3 aspect ratio** (standard IB pitch book format):
```javascript
const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3';  // 10" wide × 7.5" tall - MUST USE THIS
```

### Slide Coordinate System
PptxGenJS uses inches. 4:3 slide = **10" wide × 7.5" tall**.
- **x**: horizontal position from left edge (0 = left, 10 = right)
- **y**: vertical position from top edge (0 = top, 7.5 = bottom)
- **Content must stay within bounds** - leave 0.3" margin on all sides

### First Page Positioning (in inches)
```
┌─────────────────────────────────────────────────────────────────┐
│ y=0.2  Title: Company Name (Ticker)                             │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6  Company Overview    │ y=0.6  Business & Positioning      │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.0                      │ h=3.0                              │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7  Key Financials      │ y=3.7  Stock/Recent Developments   │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.5                      │ h=3.5                              │
└────────────────────────────┴────────────────────────────────────┘
                                                            y=7.5
```

### Title Section (y=0.2)
**Company Name (Ticker)** - Example: `Tesla, Inc. (TSLA)`
```javascript
slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });
```

### 4-Quadrant Layout (y=0.6 to y=7.2)

| Quadrant | Position | Content |
|----------|----------|---------|
| **1** | x=0.3, y=0.6, w=4.7, h=3.0 | **Company Overview**: HQ, founded, key stats, business summary (4-5 bullets) |
| **2** | x=5.0, y=0.6, w=4.7, h=3.0 | **Business & Positioning**: revenue drivers, products/services, competitive position, growth drivers (4-5 bullets) |
| **3** | x=0.3, y=3.7, w=4.7, h=3.5 | **Key Financials**: Revenue, EBITDA, margins, EPS, FCF + Valuation (Mkt Cap, EV, multiples) — **table OR chart, not both** |
| **4** | x=5.0, y=3.7, w=4.7, h=3.5 | **For public companies**: 1Y stock price chart + top shareholders. **For private**: Recent developments or Ownership/M&A history |

### Font Sizes - USE THESE EXACT VALUES
| Element | Size | Notes |
|---------|------|-------|
| Slide title | 24pt | Bold, company brand color |
| Quadrant headers | 14pt | Bold, with accent bar |
| Body/bullet text | 11pt | Regular weight |
| Table text | 10pt | Use 9pt for dense tables |
| Chart labels | 9pt | Keep labels short |
| Source/footer | 8pt | Bottom of slide |

**CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.**

### Visual Accents (REQUIRED)
Each quadrant header MUST have a colored accent bar to the left:
```javascript
// Add accent bar for quadrant header
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 0.6, w: 0.08, h: 0.25,
  fill: { color: 'E31937' }  // Use company brand color
});
slide.addText('Company Overview', {
  x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});
```

**Visual elements to include:**
- Accent bars next to all section headers (brand color)
- Thin horizontal divider line between top and bottom quadrants
- Company logo in top-right corner if available
- Subtle gridlines in tables (light gray #CCCCCC)

### First Page Formatting
- **Font: Arial** (or as specified by user/brand guidelines)
- **Quadrant titles**: Title Case (not ALL CAPS), e.g., "Company Overview" not "COMPANY OVERVIEW"
- **Bullets**: Bold key terms at start, e.g., "**Market Position:** Leading global manufacturer..."
- White background only — no boxes, fills, or shading
- Section headers: bold text, follow brand guidelines for styling
- All quadrants equally sized and aligned

---

## Subsequent Pages: Free-Form Layouts

- Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts
- Each page elaborates on first page content
- Maintain consistent typography and color scheme
- Suggested flow: Products/Market → Financial Analysis → Leadership

---

## Charts (Multi-Slide Profiles)

**For multi-slide profiles**: Include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.

**For single-slide profiles**: Use tables for financials (more space-efficient). Only add a chart if it replaces the table, not in addition to it.

| Data Type | Chart Type |
|-----------|------------|
| Revenue trends | Line or column (multi-year) |
| Geographic breakdown | Horizontal bar |
| Product mix | Pie with percentages |
| Financial comparison | Column |
| Stock price (1Y daily) | Line |

### Chart Code Examples

**Horizontal Bar (fits in bottom-right quadrant for 4:3 slide):**
```javascript
slide.addChart(pptx.charts.BAR, [{
  name: 'FY2024 Revenue by Region',
  labels: ['North America', 'EMEA', 'China', 'APLA'],
  values: [21.4, 13.6, 7.6, 6.7]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  barDir: 'bar', chartColors: ['FF6B35'], showValue: true,
  dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
  dataLabelFormatCode: '$#,##0.0B',
  title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});
```

**Pie Chart (fits in bottom-right quadrant for 4:3 slide):**
```javascript
slide.addChart(pptx.charts.PIE, [{
  name: 'Product Mix',
  labels: ['Footwear', 'Apparel', 'Equipment'],
  values: [68, 29, 3]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  showPercent: true, showLegend: true, legendPos: 'r',
  dataLabelFontSize: 10, legendFontSize: 10,
  chartColors: ['FF6B35', '2C2C2C', '4A4A4A'],
  title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true
});
```

**Line Chart (full width for subsequent slides):**
```javascript
slide.addChart(pptx.charts.LINE, [{
  name: 'Revenue ($B)',
  labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
  values: [44.5, 46.7, 48.5, 51.4, 54.2]
}], {
  x: 0.3, y: 1.2, w: 9.4, h: 5.5,  // Full width for 4:3 slide
  chartColors: ['FF6B35'], showValue: true, lineSmooth: true,
  dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
  title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});
```

---

## Financial Data Formatting

**Always use native PptxGenJS tables or charts - NEVER plain text prose or HTML tables.**

Use `slide.addTable()` for financial data (fits in bottom-left quadrant for 4:3 slide):
```javascript
// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
  x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

// Financial data table
slide.addTable([
  [{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
  ['Revenue', '$51.4B', '$54.2B'],
  ['YoY Growth', '+6.0%', '+5.5%'],
  ['EBITDA', '$8.9B', '$9.5B'],
  ['EBITDA Margin', '17.3%', '17.5%'],
  ['EPS', '$3.42', '$3.75'],
  ['Market Cap', '$185B', '—'],
  ['EV/EBITDA', '12.5x', '11.7x']
], {
  x: 0.45, y: 4.1, w: 4.3, h: 3.0,  // Below header in bottom-left quadrant
  fontFace: 'Arial', fontSize: 10,
  border: { pt: 0.5, color: 'CCCCCC' },
  valign: 'middle',
  colW: [1.8, 1.25, 1.25]  // Column widths
});
```

❌ **Incorrect:** Plain text like `Note: FY2024 revenue growth +1.0%, Net Income $5.1B...`
❌ **Incorrect:** HTML tables that don't convert properly to PowerPoint

For projections, use Bear/Base/Bull case scenarios in structured tables.

---

## Quality Checklist

### First Page
- [ ] Title section with company name, ticker, industry
- [ ] Exactly 4 equal quadrants below title
- [ ] All bullets, no paragraphs, 1 line max each
- [ ] Financials in table or chart (not both)

### All Slides
- [ ] No text overflow or cutoff
- [ ] Consistent fonts and colors throughout
- [ ] Charts render correctly
- [ ] No placeholder text - all actual data
- [ ] Consistent scaling ($mm or $bn, not mixed)
- [ ] Sources cited
- [ ] Investment banking quality (GS/MS/JPM standard)

**Note:** Reference the **PPTX skill** for PowerPoint file creation.