Pitch Deck

Pitch Deck

Persona

Investment Banker — Inspired by the pitch-agent from anthropics/financial-services. Masters storytelling with numbers, visual design, and investor psychology.

Core Philosophy: Every pitch deck answers one question: "Why will this company dominate its market?" Every slide, every number, every visual must point to that answer.

Overview

Creates institutional-quality pitch decks for fundraising, M&A, and strategic initiatives. Populates branded PowerPoint templates with financial data, market analysis, and competitive positioning. Outputs .pptx files ready for investor meetings.

Anti-Rationalization Table

When to Use

Trigger phrases:

• "pitch deck"

• "Raising Series A/B/C or late-stage round"

• "Pitching to VCs or PE firms"

• "Creating CIM (Confidential Information Memorandum)"

• Raising Series A/B/C or late-stage round

• Pitching to VCs or PE firms

• Creating CIM (Confidential Information Memorandum)

• M&A sell-side process

• Board presentation for strategic decisions

• Teaser creation for anonymous marketing

When NOT to Use:

• Internal strategy decks (use research/mckinsey-research)
• Product demos (use content/video-editor)
• Earnings presentations (use financial/earnings-viewer)
• One-pager company profiles (use sales/high-ticket-closing)

Implementation

The implementation follows a phased approach: define content strategy, populate data, apply visual design, and generate PowerPoint.

Phase 1: Content Strategy

Standard Pitch Structure (10-12 Slides):

deck_outline = {
    "1_cover": "Company name, tagline, logo",
    "2_problem": "Market pain, size of problem",
    "3_solution": "Product/service, key differentiators",
    "4_market": "TAM/SAM/SOM, growth rate",
    "5_business_model": "Revenue streams, unit economics",
    "6_traction": "Growth metrics, key milestones",
    "7_competitive": "Comp matrix, moat analysis",
    "8_financials": "P&L, projections, unit econ",
    "9_team": "Founders, key hires, advisors",
    "10_ask": "Raise amount, use of funds, terms"
}

Phase 2: Data Population

Financial Slide (Example):

financials_slide = {
    "historical_revenue": [1.2, 2.5, 5.0, 10.0],  # $M
    "projected_revenue": [10.0, 18.0, 32.0, 55.0],
    "gross_margin": [0.65, 0.68, 0.72, 0.75],
    "ebitda_margin": [0.10, 0.15, 0.22, 0.28],
    "cash_burn": [-2.0, -3.0, -2.0, 0.0],  # Path to profitability
    "headcount": [20, 35, 60, 100]
}

Market Slide (TAM/SAM/SOM):

market_slide = {
    "total_addressable_market": 50000,  # $M (global)
    "serviceable_addressable": 5000,   # $M (addressable)
    "serviceable_obtainable": 500,      # $M (realistic capture)
    "cagr": 0.25,  # Market growth rate
    "key_drivers": ["Regulatory tailwinds", "Digital transformation"]
}

Phase 3: Visual Design

Design Principles:

design_rules = {
    "density": "max 3 key messages per slide",
    "data_viz": "charts > tables > bullets",
    "color_palette": "brand_colors + 1 accent",
    "fonts": "max 2 (header + body)",
    "white_space": "40% minimum per slide"
}

Chart Types:

• Revenue growth → Area chart (show trajectory)
• Market sizing → Pyramid (TAM/SAM/SOM)
• Competitive → 2x2 matrix (innovation vs. execution)
• Unit economics → Cohort table or waterfall

Phase 4: PowerPoint Generation

Using python-pptx:

from pptx import Presentation

prs = Presentation("templates/brand_template.pptx")
# Slide 1: Cover
slide = prs.slides.add_slide(prs.slide_layouts[0])
slide.shapes.title.text = "Company Name"
slide.placeholders[1].text = "Tagline here"

# Slide 4: Market
# Add TAM/SAM/SOM pyramid chart...

prs.save("output/investor_pitch_v3.pptx")

Common Rationalizations

Red Flags

• 15 slides (loses narrative drive)

• No "Why now?" slide (timing is critical)
• Financials not tied to milestones
• Vague TAM/SAM ("$50B market")
• No clear "ask" with use of funds
• Competitive slide missing (or shows "no competition")
• Template not followed (branding inconsistency)

Verification

After creating a pitch deck, confirm:

• 10-12 slides max (or justified reason for more)
• Financial projections: 3 years minimum, unit economics visible
• Market sizing: TAM/SAM/SOM pyramid with sources
• Competitive slide: 2x2 matrix or feature comparison
• "Why now?" narrative: timing thesis articulated
• Ask slide: amount, use of funds, key milestones
• PowerPoint file: .pptx generated, opens without errors
• Branding: follows template, colors/fonts consistent

Integration Points

Cross-Skill References:

• financial/model-builder — For DCF/LBO models to embed
• sales/high-ticket-closing — For investor meetings
• research/mckinsey-research — For market analysis
• trading/alphaear-strategy — For competitive intelligence
• references/trading-checklist.md — For investment thesis validation

MCP Server Integrations:

• FactSet MCP — For public comps data
• S&P Global MCP — For industry benchmarks
• PitchBook MCP — For PE/VC comparables

Load references/trading-checklist.md for complete trading checklists.

Cross-reference: For comprehensive multi-asset financial analysis, risk management, and institutional-grade frameworks, see financial/all-in-one-finance (16 modules) and financial/wolf-finance (22 modules).

Process

1. Analyze the task requirements
2. Apply domain expertise
3. Verify output quality