Board Deck Generator
Generate institutional-quality board-deck.md content: concise, data-driven, honest about challenges, and focused on the decisions that need board input. Output must be ready for a CEO to present directly or hand to a design team for slide conversion.
Contents
references/document-structure.md -- The required 12-section deck structure with all tables and templates.references/stage-templates.md -- Early-stage, growth-stage, and pre-IPO emphasis and per-section additions.references/style-guide.md -- Formatting rules, tone and voice, quality checklist, common mistakes.references/examples.md -- A fully worked board ask.
Inputs
Collect from the user. If critical inputs are missing, ask before generating. For non-critical gaps, insert bracketed placeholders like [INSERT Q3 REVENUE].
Required:
- Company name and stage (early-stage / growth-stage / pre-IPO)
- Reporting period (e.g., Q1 2026)
- Key financial metrics (ARR/MRR, revenue, burn rate, cash position, runway)
- Strategic updates (major milestones, wins, setbacks)
Optional: detailed P&L, product roadmap, GTM metrics, hiring plan, customer logos/NPS, competitive changes, specific board asks, prior board deck, cap table, prior-quarter OKRs.
Workflow
- Identify the stage (early-stage, growth-stage, or pre-IPO) from user input. See
references/stage-templates.md.
- Collect and review all provided metrics, updates, and context.
- Flag gaps. Ask the user for missing critical data; mark missing non-critical data with
[PLACEHOLDER] notation.
- If the user provides a prior board deck, read it first to maintain continuity in metric tracking, formatting, and narrative threads.
- Build the full document following the section order in
references/document-structure.md, applying the stage-appropriate emphasis from references/stage-templates.md.
- Populate every table, narrative, and analysis using provided inputs.
- Add analysis: explain what numbers mean, why they changed, and what to do about them. Do not just report.
- Draft board asks with options, management recommendation, specific request, and timeline. See
references/examples.md.
- Apply formatting and tone from
references/style-guide.md; run the quality checklist there before finalizing.
- Write the completed deck to
board-deck.md in the current working directory (or a user-specified path). Confirm the file path after writing.
1---2name: board-deck-generator3description: Generates professional board meeting presentation content (board-deck.md) with executive summary, financials, product updates, GTM metrics, team/hiring, strategic decisions, and appendix. Supports early-stage, growth-stage, and pre-IPO formats. Use when preparing board meeting materials, quarterly board updates, or investor presentations.4---56# Board Deck Generator78Generate institutional-quality `board-deck.md` content: concise, data-driven, honest about challenges, and focused on the decisions that need board input. Output must be ready for a CEO to present directly or hand to a design team for slide conversion.910## Contents1112- `references/document-structure.md` -- The required 12-section deck structure with all tables and templates.13- `references/stage-templates.md` -- Early-stage, growth-stage, and pre-IPO emphasis and per-section additions.14- `references/style-guide.md` -- Formatting rules, tone and voice, quality checklist, common mistakes.15- `references/examples.md` -- A fully worked board ask.1617## Inputs1819Collect from the user. If critical inputs are missing, ask before generating. For non-critical gaps, insert bracketed placeholders like `[INSERT Q3 REVENUE]`.2021Required:22- Company name and stage (early-stage / growth-stage / pre-IPO)23- Reporting period (e.g., Q1 2026)24- Key financial metrics (ARR/MRR, revenue, burn rate, cash position, runway)25- Strategic updates (major milestones, wins, setbacks)2627Optional: detailed P&L, product roadmap, GTM metrics, hiring plan, customer logos/NPS, competitive changes, specific board asks, prior board deck, cap table, prior-quarter OKRs.2829## Workflow30311. Identify the stage (early-stage, growth-stage, or pre-IPO) from user input. See `references/stage-templates.md`.322. Collect and review all provided metrics, updates, and context.333. Flag gaps. Ask the user for missing critical data; mark missing non-critical data with `[PLACEHOLDER]` notation.344. If the user provides a prior board deck, read it first to maintain continuity in metric tracking, formatting, and narrative threads.355. Build the full document following the section order in `references/document-structure.md`, applying the stage-appropriate emphasis from `references/stage-templates.md`.366. Populate every table, narrative, and analysis using provided inputs.377. Add analysis: explain what numbers mean, why they changed, and what to do about them. Do not just report.388. Draft board asks with options, management recommendation, specific request, and timeline. See `references/examples.md`.399. Apply formatting and tone from `references/style-guide.md`; run the quality checklist there before finalizing.4010. Write the completed deck to `board-deck.md` in the current working directory (or a user-specified path). Confirm the file path after writing.
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