Fsi Ib Cmd One Pager

One-Pager Strip Profile Command

Create a professional one-page company strip profile for pitch books and deal materials.

Workflow

Step 1: Gather Company Information

If a company name or ticker is provided, use it. Otherwise ask:

• "What company would you like to profile?"

Step 2: Check for Available PPT Template Skills

First, check for existing ppt-template skills in the skills directory:

ls skills/ | grep -E "ppt-template|brand-guidelines"

If template skills exist (e.g., techcorp-ppt-template, gs-brand-guidelines):

1. List available templates to the user
2. Ask which template to use, or if they want a clean professional format
3. Load the selected template skill with skill: "[template-name]"

If no template skills exist, ask:

• "Do you have a branded PowerPoint template file to use? If so, provide the path. Otherwise I'll use a clean professional format."

If a template file is provided:

1. Analyze the template structure to understand layouts
2. Use appropriate layout for one-pager content

Step 3: Load Strip Profile Skill

Use skill: "strip-profile" to execute the profile creation:

1. Clarify requirements:

   • Confirm single-slide format (one-pager)
   • Ask about any specific focus areas

2. Research company data:

   • Company overview (HQ, founded, employees, leadership)
   • Business description and positioning
   • Key financials (Revenue, EBITDA, margins, growth)
   • Valuation metrics (Market Cap, EV, multiples)
   • Recent developments and news
   • Top shareholders (for public companies)

3. Create the strip profile:

   • Use 4:3 aspect ratio (10" x 7.5")
   • 4-quadrant layout:
     • Top-left: Company Overview (bullets)
     • Top-right: Business & Positioning (bullets)
     • Bottom-left: Key Financials (table)
     • Bottom-right: Stock chart + Shareholders OR Recent News
   • Apply company brand colors
   • Include accent bars on section headers

Step 4: Visual Review

After creating the slide:

1. Convert to image for review
2. Check for text overlap/cutoff issues
3. Verify all data is populated (no placeholders)
4. Show preview to user for approval

Step 5: Deliver Output

Provide:

1. PowerPoint file (.pptx) - the one-pager
2. Image preview - for quick review
3. Summary of key data points included

One-Pager Layout Reference

┌─────────────────────────────────────────────────────────────────┐
│ Company Name (TICKER)                                    [Logo] │
├────────────────────────────┬────────────────────────────────────┤
│ COMPANY OVERVIEW           │ BUSINESS & POSITIONING             │
│ • HQ, Founded, Employees   │ • Core business description        │
│ • CEO, CFO                 │ • Key products/services            │
│ • Market cap, industry     │ • Competitive positioning          │
│ • Key stats                │ • Growth drivers                   │
├────────────────────────────┼────────────────────────────────────┤
│ KEY FINANCIALS             │ STOCK PERFORMANCE / OWNERSHIP      │
│ ┌──────────────────────┐   │ [1Y Stock Chart]                   │
│ │ Metric │ FY24 │ FY25E│   │                                    │
│ │ Rev    │ $XXB │ $XXB │   │ Top Shareholders:                  │
│ │ EBITDA │ $XXB │ $XXB │   │ • Vanguard: X.X%                   │
│ │ Margin │ XX%  │ XX%  │   │ • BlackRock: X.X%                  │
│ │ EV/EBITDA │ XXx │ XXx │   │ • State Street: X.X%              │
│ └──────────────────────┘   │                                    │
└────────────────────────────┴────────────────────────────────────┘
Source: Company filings, FactSet

Quality Checklist

Before delivery:

• All 4 quadrants populated with real data
• No placeholder text remaining
• Company brand colors applied
• Accent bars on all section headers
• Financial table properly formatted
• Sources cited at bottom
• No text overflow or cutoff
• Investment banking quality (GS/MS/JPM standard)