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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:
Create ONLY this one slide with PptxGenJS
MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them:
soffice --headless --convert-to pdf presentation.pptx
pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
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?
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
Show slide image to user with download link
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:
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:
// 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):
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)
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:
// 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):
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):
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):
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):
// 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.don't have the plugin yet? install it then click "run inline in claude" again.