Agent skill

Board Deck Builder

by borghei in borghei/Claude-Skills

Assembles board and investor update decks by pulling perspectives from all C-suite roles.

MITAuto-check passedBusiness, Finance & HR

Install Board Deck Builder

skills CLI
$ npx skills add borghei/Claude-Skills --skill board-deck-builder -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install borghei/Claude-Skills board-deck-builder --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/c-level-advisor/board-deck-builder .claude/skills/board-deck-builder && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
board-deck-builder
GitHub stars
874
Token cost
~4.5k tokens
SKILL.md length
1,927 words
Files
4 (incl. scripts)
Skills in repo
364
Repo updated
First seen
Licence
MIT

At a glance

Assembles board and investor update decks by pulling perspectives from all C-suite roles.

  • Preparing board meetings
  • SKILL.md covers Keywords, Clarify First, Deck Types and Structure and Standard Board Deck (Section…, plus 9 more sections
  • Runs Python scripts from its folder; calls python
  • Investor updates

What it does

Board Deck Builder is an agent skill from borghei/Claude-Skills. Assembles board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives.

Its SKILL.md is about 4.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts (for example `scripts/board_prep_checklist.py`, `scripts/deck_structure_validator.py` and `scripts/metrics_dashboard_generator.py`).

It sits in Business, Finance & HR, covering Fundraising and pitch decks, OKRs and executive reporting and Customer success. The repository describes itself as: 385 AI skills, 77 expert agents, and 900 stdlib Python tools for every team: engineering, PM, marketing, C-level, compliance, business ops, research, and a LinkedIn toolkit… The licence is MIT.

When your agent uses it

  • Preparing board meetings
  • Investor updates
  • Quarterly business reviews
  • Fundraising narratives

Example prompts

  • “Use the board-deck-builder skill to assemble board and investor update decks by pulling perspectives from all C-suite roles”
  • “/board-deck-builder”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit c9a1487. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 3 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Board Deck Builder loads about 4.5k tokens when it runs. Until then it costs about 54 tokens; SKILL.md has 1,927 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~54
When it runs · the whole SKILL.md, loaded when a task matches
~4.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from borghei/Claude-Skills at commit c9a1487, republished under its MIT licence (© borghei). 1,927 words, ~4,516 tokens.

Download SKILL.mdSave it as .claude/skills/board-deck-builder/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
board-deck-builder
description
Assembles board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives.
license
MIT + Commons Clause
metadata.version
2.0.0
metadata.author
borghei
metadata.category
c-level
metadata.domain
board-governance
metadata.updated
2026-03-09
metadata.frameworks
deck-structure, narrative-framework, bad-news-delivery, section-templates, fundraising-format
metadata.triggers
board deck, investor update, board meeting, board pack, investor relations, quarterly review, board presentation, fundraising deck, investor deck, board…

Board Deck Builder

Build board decks that tell a story, not just show data. Every section has an owner, a narrative, and a "so what." Boards see 10+ decks per quarter -- yours needs a through-line.

Keywords

board deck, investor update, board meeting, board pack, investor relations, quarterly review, board presentation, fundraising deck, investor deck, board narrative, QBR, quarterly business review, board report, metrics dashboard, bad news delivery, variance explanation


Clarify First

Before generating, confirm these inputs. If any is unknown or vague, ASK — do not assume:

  • Deck type and audience (quarterly board, monthly update, fundraising, emergency) — sets slide count, structure, and which sections appear
  • The headline message this period (beat plan / missed plan / need a decision) — drives the opening frame and whether the SOUF bad-news structure is needed
  • Which metrics the board actually tracks (and their targets) — the metrics dashboard should show only these, with RAG status against targets
  • Specific asks or decisions needed from the board — the asks section is the highest-value slide and must be concrete and owner-assigned

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.


Deck Types and Structure

Deck Type Selection
TypeWhenSlide CountSent in AdvanceKey Section
Quarterly Board DeckStandard board meeting20-30 slides48 hours aheadFull deck below
Monthly UpdateEarly-stage boards8-12 slides24 hours aheadMetrics + risks
Fundraising DeckActive fundraise12-15 slidesDuring meetingVision + traction
Emergency/Ad-hocCrisis or major decision5-8 slidesDependsSituation + options

Standard Board Deck (Section by Section)

Section 1: Executive Summary (CEO)

Three sentences. No more. No less.

SentencePurposeExample
1State of the business"We closed Q3 at $2.4M ARR, up 22% QoQ"
2Biggest development this period"Signed our largest enterprise contract ($180K ACV)"
3Forward-looking priority"Q4 priority: close Series A and hit $2.8M ARR"

Anti-pattern: "We had a good quarter with lots of progress across all areas." Why it fails: Says nothing. Board learns nothing. Time wasted.

Section 2: Key Metrics Dashboard (COO)

6-8 metrics maximum. Every metric needs a target and a status.

MetricThis PeriodLast PeriodTargetStatusTrend
ARR$2.4M$1.97M$2.3M[G]Up
MoM Growth8.1%7.2%7.5%[G]Up
Burn Multiple1.8x2.1x< 2x[G]Improving
NRR112%108%> 110%[G]Up
CAC Payback11 mo14 mo< 12 mo[G]Improving
Headcount242125[Y]Below plan

Rule: Only show metrics the board actually tracks. Ask what they care about. Remove anything they have said they do not care about.

Section 3: Financial Update (CFO)
ComponentIncludeFormat
P&L SummaryRevenue, COGS, Gross Margin, OpEx, Net BurnTable with variance column
Cash PositionCurrent balance + runway in monthsSingle number, bold
Burn Multiple Trend3-quarter trendLine chart
Variance to PlanEach line item vs. budgetTable with one-sentence explanations
Forecast UpdateNext quarter projectionsConservative, base, upside

Rule: Every variance needs a one-sentence explanation. "Revenue was below target" with no explanation is unacceptable.

Section 4: Revenue and Pipeline (CRO)
ComponentIncludeFormat
ARR WaterfallOpening -> New -> Expansion -> Contraction -> Churn -> ClosingWaterfall chart
NRR and Logo ChurnCurrent + 4-quarter trendTable + trend line
Pipeline by StageDollar amounts, not just countsFunnel visualization
ForecastNext quarter with confidence level"High confidence $2.6M, upside to $2.9M"
Top 3 DealsName, amount, close date, riskTable

Rule: Forecast MUST include a confidence level. "We expect $2.8M" is weak.

Section 5: Product Update (CPO)
ComponentIncludeFormat
Shipped This Quarter3-5 items with user impactBullet list
Shipping Next Quarter3-5 items with target datesBullet list
PMF SignalsNPS trend, DAU/MAU, feature adoptionMetrics table
Key LearningOne insight from customer researchNarrative paragraph

Rule: No feature lists. Only features with evidence of user impact.

Section 6: Growth and Marketing (CMO)
ComponentInclude
CAC by ChannelTable with efficiency trend
Pipeline Contribution$ by channel
What's WorkingSpecific channels/campaigns with data
What's Being CutUnderperforming channels
What's Being TestedNew experiments with hypothesis
Section 7: Engineering and Technical (CTO)
ComponentInclude
Delivery Velocity4-quarter trend
Tech Debt RatioCurrent + plan to address
InfrastructureUptime, incidents, cost trend
Security PostureOne line unless there is a material issue

Rule: Keep this short unless there is a material issue. Boards do not need sprint details.

Section 8: Team and People (CHRO)
ComponentInclude
HeadcountActual vs. plan
HiringOffers out, pipeline, time-to-fill trend
AttritionRegrettable vs. non-regrettable
EngagementLatest survey score and trend
NotableKey hires, key departures, key open roles
Section 9: Risk and Security (CISO)
ComponentInclude
Security PostureStatus of critical controls
ComplianceCertifications in progress, deadlines
IncidentsThis quarter (if any): impact, resolution, prevention
Top 3 RisksRisk description + mitigation status
Section 10: Strategic Outlook (CEO)
ComponentInclude
Next Quarter Priorities3-5 items, ranked by importance
Board Decisions NeededSpecific votes or approvals
AsksSpecific, actionable requests

Rule: The "asks" section is the most important. "We'd like 3 warm introductions to CFOs at Series B companies" beats "any help would be appreciated."

Section 11: Appendix

Include but do not present unless asked:

  • Detailed financial model
  • Full pipeline data
  • Cohort retention charts
  • Customer case studies
  • Detailed headcount breakdown

Narrative Framework

The 4-Act Structure

Every board deck should follow this through-line:

Act 1: WHERE WE SAID WE'D BE
  Last quarter's targets and commitments

Act 2: WHERE WE ACTUALLY ARE
  Honest assessment -- good and bad

Act 3: WHY THE GAP EXISTS
  One cause per variance. Not excuses -- explanations.

Act 4: WHAT WE'RE DOING ABOUT IT
  Specific, dated, owned actions

This works for good news AND bad news. It is credible because it acknowledges reality.

Opening Frame

The board should know the key message by slide 3, not slide 30.

Good OpeningBad Opening
"We beat ARR target by 8% and NRR hit 112%""Let me walk you through our quarter..."
"We missed revenue by $300K. Here's why and the fix.""First, some context about market conditions..."
"We need a board vote on the acquisition opportunity""Before we get to the main topic, some updates..."

Delivering Bad News

The SOUF Framework
StepWhatExample
StateState it plainly"We missed Q3 ARR target by $300K (12% gap)"
OwnOwn the cause"Primary driver: longer enterprise sales cycle than modeled"
UnderstandShow you understand it"Analyzed 8 stalled deals; pattern is procurement delays"
FixPresent the fix"Three changes: [specific, dated], revised Q4 target: $2.6M"
Bad News Anti-Patterns
Anti-PatternWhy It FailsBetter Approach
Leading with good news to softenBoards notice and distrust framingLead with the most important thing
"Market conditions" as causeThat is context, not a causeName specific, controllable causes
Fix without dataBoard does not trust unfounded fixesShow analysis behind the fix
Revised forecast without assumptionsLooks like guessingShow bottom-up build

Common Board Deck Mistakes

MistakeFix
Too many slides (> 25)Cut ruthlessly. If you can not explain it, the slide is wrong.
Metrics without targetsEvery metric needs a target and a status indicator
No narrativeData without story forces boards to draw conclusions
Burying bad newsLead with it, own it, fix it
Vague asksSpecific, actionable, person-assigned asks only
No variance explanationEvery gap from target needs a one-sentence cause
Stale appendixAppendix is only useful if current
Designed for reader, not roomDecks are presented -- they must work spoken aloud
Inconsistent formattingUse one template, one color scheme, one font
Too much text per slideMax 6 lines per slide. Use speaker notes for detail.

Show full SKILL.md (721 more words)Show less

Cadence Notes

TypeTimingLengthAdvance Send
Quarterly (standard)48 hours before meeting20-30 slides48 hours
Monthly (early-stage)24 hours before meeting8-12 slides24 hours
FundraisingIn the meeting12-15 slidesSometimes not shared

Deck Assembly Workflow

T-14 days: CEO sets agenda, identifies key messages
T-10 days: Section owners begin drafting their sections
T-7 days:  First drafts due. CEO reviews for narrative alignment.
T-5 days:  Second drafts. CFO validates all numbers.
T-3 days:  Final deck assembly. Narrative check.
T-2 days:  Send to board. Include cover note with 3 key takeaways.
T-0:       Meeting. CEO presents. Section owners available for questions.

Red Flags

  • Deck assembled night before the meeting -- no time for review or narrative alignment
  • Numbers in deck do not match financial model -- credibility destroyer
  • No asks section -- wasting board meeting time
  • Same deck format for 4+ quarters with no iteration -- not responsive to feedback
  • Board members surprised by information -- they should never learn bad news in the meeting
  • More than 30 slides -- attention lost after slide 20
  • No follow-up on previous meeting's action items -- accountability gap

Integration with C-Suite

Each section is owned by a specific C-suite role:

SectionOwnerReference Skill
Executive SummaryCEOceo-advisor
Metrics DashboardCOOcoo-advisor
Financial UpdateCFOcfo-advisor
Revenue/PipelineCROcro-advisor
Product UpdateCPOcpo-advisor
Growth/MarketingCMOcmo-advisor
EngineeringCTOcto-advisor
Team/PeopleCHROchro-advisor
Risk/SecurityCISOciso-advisor
Strategic OutlookCEOceo-advisor

Output Artifacts

RequestDeliverable
"Prepare the board deck"Complete deck outline with section owners and data requirements
"Monthly investor update"Condensed update: metrics, highlights, risks, asks
"Help with the narrative"4-act narrative structure with key messages
"Deliver bad news"SOUF framework applied to specific situation
"Fundraising deck"Vision-led deck with traction, team, market, ask
"Review my board deck"Critique against best practices, identify gaps

Tool Reference

deck_structure_validator.py

Validates board deck completeness against best-practice section requirements.

bash
# Validate with demo data
python scripts/deck_structure_validator.py

# Validate specific deck type with slide count
python scripts/deck_structure_validator.py --type quarterly --slides 24

# Validate with section list
python scripts/deck_structure_validator.py --sections executive_summary metrics_dashboard financial_update

# Validate from JSON file
python scripts/deck_structure_validator.py --input deck.json

# JSON output
python scripts/deck_structure_validator.py --input deck.json --json
metrics_dashboard_generator.py

Generates formatted board-ready metrics dashboards with RAG status and trends.

bash
# Generate demo dashboard
python scripts/metrics_dashboard_generator.py

# From JSON metrics file
python scripts/metrics_dashboard_generator.py --input metrics.json

# From CSV file
python scripts/metrics_dashboard_generator.py --csv metrics.csv

# JSON output
python scripts/metrics_dashboard_generator.py --json
board_prep_checklist.py

Generates T-minus timeline checklists for board meeting preparation.

bash
# Generate checklist for meeting 14 days out
python scripts/board_prep_checklist.py

# Specific meeting date with completed tasks
python scripts/board_prep_checklist.py --meeting-date 2026-04-15 --completed agenda_set topics_confirmed

# List all task IDs
python scripts/board_prep_checklist.py --list-tasks

# JSON output
python scripts/board_prep_checklist.py --meeting-date 2026-04-15 --json

Troubleshooting

ProblemLikely CauseFix
Board members ask basic questions answered in the deckDeck not sent far enough in advance or not self-explanatorySend 48+ hours ahead with a 3-takeaway cover note; ensure deck reads standalone
Financial numbers don't match across sectionsNo CFO cross-validation stepAdd T-5 day CFO validation checkpoint; single source of truth for all metrics
Meeting runs over time on early sectionsToo much detail in presenter slides, no time boxingEnforce max 6 lines per slide; use speaker notes for depth; assign timekeeper
Board members surprised by bad newsInformation not previewed in 1:1 pre-callsCEO pre-briefs each board member on material issues before the meeting
Asks section produces no follow-throughAsks are vague ("any help appreciated")Make asks specific, named, and actionable ("3 warm intros to Series B CFOs")
Same deck format for 4+ quarters with no improvementNo post-meeting feedback loopRate deck effectiveness at meeting end; iterate one section per quarter
Appendix never referencedAppendix is stale or not relevant to current agendaUpdate appendix before every meeting; remove data nobody has asked about in 2+ quarters

Success Criteria

  • Board members report reading the deck in advance in 80%+ of meetings (measured by pre-meeting questions received)
  • Meeting stays within time allocation with 70%+ of time on strategic discussion, not status updates
  • Every board meeting produces at least 2 logged decisions with named owners and deadlines
  • Bad news is never a surprise in the meeting -- all material issues previewed via 1:1 pre-calls
  • Board NPS (informal quarterly check) scores 8+/10 on meeting usefulness
  • Deck assembly completes by T-2 days with zero last-minute scrambles in 90%+ of quarters
  • Action items from previous meeting have 80%+ completion rate reported at the next meeting

Scope & Limitations

In Scope: Board deck structure, section templates, narrative frameworks, bad news delivery, metrics dashboards, deck assembly workflows, board prep checklists, quality validation.

Out of Scope: Actual financial data collection, slide design/visual formatting, board member relationship management, legal governance requirements, proxy statement preparation, regulatory filings.

Limitations: This skill provides structure and process but cannot replace the judgment required for crafting board narratives. The deck structure validator checks completeness, not quality of content. Metrics dashboard tools calculate RAG status from provided data but do not source live metrics.


Integration Points

SkillIntegration
ceo-advisorExecutive summary and strategic outlook sections; overall narrative direction
cfo-advisorFinancial update section; all numbers validated through CFO tools
cro-advisorRevenue and pipeline section; ARR waterfall and forecast confidence
cmo-advisorGrowth/marketing section; CAC by channel, marketing ROI data
chro-advisorTeam/people section; headcount, attrition, engagement metrics
ciso-advisorRisk/security section; security posture, compliance status
board-meetingDeck feeds into the 6-phase board meeting protocol
chief-of-staffPrep checklist coordination; section owner orchestration
company-osScorecard metrics flow directly into the metrics dashboard section

© borghei, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 3 other files (scripts) in c-level-advisor/board-deck-builder of borghei/Claude-Skills.

  • SKILL.md
  • scripts/board_prep_checklist.py
  • scripts/deck_structure_validator.py
  • scripts/metrics_dashboard_generator.py

Open the folder on GitHubat commit c9a1487

Compare with similar skills

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Board Updateshawnpang/startup-founder-skills337—~2.3kAutomated safety check: PassMIT
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Questions about Board Deck Builder

What does Board Deck Builder do?

Assembles board and investor update decks by pulling perspectives from all C-suite roles. Board Deck Builder is an agent skill from borghei/Claude-Skills. Assembles board and investor update decks by pulling perspectives from all C-suite roles.

When should I use Board Deck Builder?

Board Deck Builder fits situations like: preparing board meetings; investor updates; quarterly business reviews; fundraising narratives.

How do I install Board Deck Builder in Claude Code?

Run `npx skills add borghei/Claude-Skills --skill board-deck-builder -a claude-code`. Or copy the skill folder (c-level-advisor/board-deck-builder in borghei/Claude-Skills) into .claude/skills/board-deck-builder in your project. Claude Code loads it when a task matches its description.

How do I install Board Deck Builder in Codex?

Run `npx skills add borghei/Claude-Skills --skill board-deck-builder -a codex`. Or copy the skill folder (c-level-advisor/board-deck-builder in borghei/Claude-Skills) into .agents/skills/board-deck-builder in your project. Codex loads it when a task matches its description.

Can I use Board Deck Builder in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add borghei/Claude-Skills --skill board-deck-builder -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/board-deck-builder, .gemini/skills/board-deck-builder, .github/skills/board-deck-builder and .opencode/skills/board-deck-builder in your project.

What does Board Deck Builder need to run?

Going by SKILL.md and its folder, Board Deck Builder needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Board Deck Builder access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Board Deck Builder safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Board Deck Builder use?

Board Deck Builder is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Board Deck Builder use?

About 4.5k tokens (SKILL.md is roughly 18k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Board Deck Builder?

Skills that share tags, products or a category with Board Deck Builder: Gtm Board And Investor Communication (github/awesome-copilot, 40k stars), Board Deck Builder (alirezarezvani/claude-skills, 28k stars), Replit Deck (sanqiufong/slides-from-anything, 132 stars) and Board Update (shawnpang/startup-founder-skills, 337 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Board Deck Builder?

borghei (a GitHub user) maintains it in borghei/Claude-Skills, which has 874 GitHub stars. The repository holds 364 skills in this directory. The repository was last updated on October 7, 2026.

Source: borghei/Claude-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.