Storyline Builder
sruthir28/enterprise-ai-skills
McKinsey-style storyline framework for building presentation decks.
Generate an institutional-grade investment banking pitch deck (HTML → PDF)
Install Ib Deck
$ npx skills add daloopa/investing --skill ib-deck -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install daloopa/investing ib-deck --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/ib-deck .claude/skills/ib-deck && rm -rf skills-srcUse ~/.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/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .claude/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deckType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add daloopa/investing --skill ib-deck -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install daloopa/investing ib-deck --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/ib-deck .agents/skills/ib-deck && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .agents/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add daloopa/investing --skill ib-deck -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install daloopa/investing ib-deck --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/ib-deck .cursor/skills/ib-deck && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .cursor/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/ib-deck--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add daloopa/investing --skill ib-deck -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install daloopa/investing ib-deck --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/ib-deck .gemini/skills/ib-deck && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .gemini/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install daloopa/investing ib-deckInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add daloopa/investing --skill ib-deck -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/ib-deck .github/skills/ib-deck && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .github/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add daloopa/investing --skill ib-deck -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install daloopa/investing ib-deck --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/ib-deck .opencode/skills/ib-deck && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "ib-deck" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/ib-deck into .opencode/skills/ib-deck/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-deck", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
ib-deck- GitHub stars
- 489
- Token cost
- ~1.4k tokens
- SKILL.md length
- 679 words
- Files
- 4 (incl. references)
- Skills in repo
- 22
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Generate an institutional-grade investment banking pitch deck (HTML → PDF)
- Works in 5 steps: Requirements → Data Gathering → Analysis → …
- Tasks that involve Fundraising and pitch decks
- SKILL.md covers Phase 1 — Requirements, Phase 2 — Data Gathering, Phase 3 — Analysis and Phase 4 — Build Presentation, plus 2 more sections
- Calls python
What it does
Ib Deck is an agent skill from daloopa/investing. Generate an institutional-grade investment banking pitch deck (HTML → PDF)
Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/financial-components.md`, `references/ib-advisory-patterns.md` and `references/slide-templates.md`).
It sits in Business, Finance & HR, covering Fundraising and pitch decks, PDF and Slides and decks. The licence is Apache-2.0.
When your agent uses it
- Tasks that involve Fundraising and pitch decks
- Tasks that involve PDF
- Tasks that involve Slides and decks
Example prompts
- “/ib-deck”
Requirements
- Python 3
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit e2dd01d. 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
Shell commands in SKILL.md call:
python
From the folder's file list and the shell code blocks in SKILL.md.
Network
Links to these hosts (documentation or services it may open):
daloopa.com
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
Ib Deck loads about 1.4k tokens when it runs, and up to ~6.5k if it reads all its reference files. Until then it costs about 21 tokens; SKILL.md has 679 words of instructions outside code blocks.
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); files beside SKILL.md are not scanned.
SKILL.md
The full file from daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 679 words, ~1,419 tokens.
Download SKILL.mdSave it as
.claude/skills/ib-deck/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- ib-deck
- description
- Generate an institutional-grade investment banking pitch deck (HTML → PDF)
- argument-hint
- TICKER [--category ib-advisory|activist-ls]
Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS
Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Also read the reference files in this skill's references/ directory for slide templates and components.
This is a project-only skill that generates a self-contained HTML presentation and renders it to PDF.
Phase 1 — Requirements
Determine the deck category and scope:
Category (infer from context, or default to IB Advisory):
- IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
- Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.
Firm Attribution:
- Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
- NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See
../data-access.mdSection 4.5. - Include firm name on the cover slide and in all slide footers.
Gather from the user or infer:
- Target company (ticker)
- Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
- Key thesis or strategic rationale
- Specific slides needed (or use the default 14-slide deck)
Phase 2 — Data Gathering
Look up the company by ticker using discover_companies. Capture company_id, latest_calendar_quarter, and latest_fiscal_quarter. Use latest_calendar_quarter to anchor all period calculations (see ../data-access.md Section 1.5).
Use Daloopa MCP for all financial data. Target comprehensive coverage:
- 5+ years of quarterly financials — calculate 20+ quarters backward from
latest_calendar_quarter(income statement, balance sheet, cash flow) - Segment and geographic breakdowns
- All company-specific operating KPIs
- 6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see ../data-access.md Section 2)
- Guidance and consensus (see ../data-access.md Section 3)
- SEC filings — risk factors, growth drivers, M&A commentary, strategic language
Get market data for the target and all peers:
- Current price, market cap, shares outstanding, beta, trading multiples
- Historical price data for TSR comparison
Phase 3 — Analysis
Run the core analyses needed for the deck:
- Valuation: DCF (WACC, 5Y FCF projections, terminal value, sensitivity), comps table, implied valuation range
- Scenario analysis: Bull/base/bear with bottoms-up segment builds — be honest about which scenario is most likely
- Capital allocation: Buybacks, dividends, shareholder yield, leverage — flag any value-destructive patterns
- Financial projections: 3-5 year forward estimates — challenge assumptions, don't just extrapolate
Critical assessment: The deck should present an honest analytical view, not a promotional pitch. If the valuation looks stretched, say so. If growth is decelerating, show it clearly. If risks are material, give them proper weight. Institutional investors will dismiss analysis that reads as advocacy rather than research.
Show full SKILL.md (271 more words)Show less
Phase 4 — Build Presentation
Generate a self-contained HTML file following the templates in references/slide-templates.md. Use components from references/financial-components.md.
Slide structure (default 14-slide deck — adapt based on purpose):
- Cover — Company name, deck title, date, "CONFIDENTIAL" (if IB Advisory)
- Disclaimer — Standard legal boilerplate
- Table of Contents — Numbered sections
- Section Divider: Situation Overview
- Executive Summary — Two-column: situation overview + key findings
- Company Overview — KPI callout row + business description + segment breakdown
- Financial Summary — Dense income statement + margins + per-share + growth rates
- Section Divider: Valuation Analysis
- Peer Benchmarking — Full comps table (6-10 peers, trading multiples, footnoted)
- Valuation Analysis — Football field chart + methodology summary
- DCF Detail — Projection table + sensitivity matrix + assumptions
- Section Divider: Conclusion
- Scenario Analysis — Bull/base/bear bars + metric comparison table
- Appendix — Raw data tables, dense formatting
Key rules:
- Every content slide must have minimum 2-3 data-rich elements (tables, charts, commentary)
- No sparse slides — fill the space with analysis
- All financial figures must include Daloopa citations
- Follow ../design-system.md for colors, typography, number formatting
- Use CSS
@pagewith landscape orientation, 16:9 aspect ratio (1280×720px per slide) - Each slide is a
<div class="slide">withpage-break-after: always
See references/ib-advisory-patterns.md for valuation methodology templates.
Phase 5 — Render PDF
- Save the HTML to
reports/{TICKER}_deck.html - Run:
python infra/deck_renderer.py --input reports/{TICKER}_deck.html --output reports/{TICKER}_deck.pdf - If rendering fails, the HTML file is still usable (open in any browser)
Output
Tell the user:
- Where the PDF was saved:
reports/{TICKER}_deck.pdf - Where the HTML source was saved:
reports/{TICKER}_deck.html - 2-3 sentence summary of the deck's key findings
- Implied valuation range
- How many slides were generated
All financial figures must use Daloopa citation format: $X.XX million
© daloopa, Apache-2.0. 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 (references) in .claude/skills/ib-deck of daloopa/investing.
- SKILL.md
- references/financial-components.md
- references/ib-advisory-patterns.md
- references/slide-templates.md
Open the folder on GitHubat commit e2dd01d
Compare with similar skills
Ib Deck next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Ib Deck this skilldaloopa/investing | 489 | — | ~1.4k | Automated safety check: Pass | Apache-2.0 | |
| Storyline Buildersruthir28/enterprise-ai-skills | 148 | 1 repos | ~1.9k | Automated safety check: Pass | MIT | |
| Replit Decksanqiufong/slides-from-anything | 132 | 1 repos | ~2.9k | Automated safety check: Pass | Apache-2.0 | |
| Deckleewayworks/guochuang-gps | 106 | — | ~546 | Automated safety check: Pass | MIT | |
| HTML Ppt Creatorcigery-useio/useio-skills | 104 | — | ~2.4k | Automated safety check: Pass | None | |
| Super SlidesJianing1117/jianing-skills | 329 | — | ~488 | Automated safety check: Pass | None |
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Categories
Questions about Ib Deck
What does Ib Deck do?
Generate an institutional-grade investment banking pitch deck (HTML → PDF). Ib Deck is an agent skill from daloopa/investing.
When should I use Ib Deck?
Ib Deck fits situations like: tasks that involve Fundraising and pitch decks; tasks that involve PDF; tasks that involve Slides and decks.
How do I install Ib Deck in Claude Code?
Run `npx skills add daloopa/investing --skill ib-deck -a claude-code`. Or copy the skill folder (.claude/skills/ib-deck in daloopa/investing) into .claude/skills/ib-deck in your project. Claude Code loads it when a task matches its description.
How do I install Ib Deck in Codex?
Run `npx skills add daloopa/investing --skill ib-deck -a codex`. Or copy the skill folder (.claude/skills/ib-deck in daloopa/investing) into .agents/skills/ib-deck in your project. Codex loads it when a task matches its description.
Can I use Ib Deck 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 daloopa/investing --skill ib-deck -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ib-deck, .gemini/skills/ib-deck, .github/skills/ib-deck and .opencode/skills/ib-deck in your project.
What does Ib Deck need to run?
Going by SKILL.md and its folder, Ib Deck needs the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Ib Deck access the network?
SKILL.md names 1 domain. As links in the text: daloopa.com. This is read from the text; nothing was executed.
Is Ib Deck 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. Review the folder before installing.
What licence does Ib Deck use?
Ib Deck is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Ib Deck use?
About 1.4k tokens (SKILL.md is roughly 5.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 5.1k tokens, read only when the agent opens those files.
What are the alternatives to Ib Deck?
Skills that share tags, products or a category with Ib Deck: Storyline Builder (sruthir28/enterprise-ai-skills, 148 stars), Replit Deck (sanqiufong/slides-from-anything, 132 stars), Deck (leewayworks/guochuang-gps, 106 stars) and HTML Ppt Creator (cigery-useio/useio-skills, 104 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Ib Deck?
daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.
Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.